Configure the Digital Portfolio Management experience

Release version: Washingtondc

Updated October 22, 2024

2 minutes to read

If your organization doesn't use certain modules or life-cycle phases in Digital Portfolio Management (DPM), then configure the experience by hiding those elements from user views.

Before you begin

Role required: sn_dpm.dpm_admin

About this task

Configure the user experience without having to use the UI Builder application. As a DPM admin, you can:

Hide entire tabs, certain sections of a tab, and solutions types (for example, business applications) from user views. After a tab or solution type is hidden, that item is also hidden in searches and filters.
Hide available item types — services, technical services, business services, application services, service offerings, and business applications.
Enable system properties to show:
- Standard Needs attention panels.
  Note:
  Standard Needs attention panels are set to true for new customers. Existing customers must enable the system property. For more information, see Work with Needs attention panels in Digital Portfolio Management.
- Latest (or last) key performance indicator (KPI) scores. When enabled, KPIs no longer display as a sum or average across a date range. This feature is only available with the Utah release and later.
- DevOps data. For more information, see DevOps value stream metrics in Digital Portfolio Management.
Note:
You can enable and disable these configurations at any time.

See configuring DPM user views in action.

Table 1. Configuration options in DPM
Services and offerings	Business applications	Application services	KPI latest score	DevOps data
Hide the following tabs: Plan Build Run Hide the following sections from the Plan tab: Demands Backlog Roadmap Hide the following sections from the Build tab: Roadmap Projects Changes Improvement initiatives By default, DevOps data are hidden on the Run tab. Enable the DevOps system property for users to see DevOps accelerated metrics on the Run tab.	Hide the following tabs: Plan Build Run Risk Hide the following sections from the Plan tab: Demands Backlog Roadmap Hide the following sections from the Build tab: Roadmap Projects DevOps flow metrics DevOps accelerated metrics By default, DevOps data are hidden on the Build tab. Enable the DevOps system property for users to see flow metrics and accelerated metrics on the Build tab.	Hide the Run tab.	Enable the Latest score option to show the latest or last KPI score. When enabled, KPIs won't show as a sum or average across a date range.	Enable the DevOps properties option to show DevOps data such as flow metrics and accelerate metrics in DPM.

Procedure

Navigate to All > Digital Portfolio Management > Administration.
Select the menu item that you want to configure for users.
- Application service properties
- Business application properties
- Service and offering properties
- DevOps properties
- KPI groups properties (option to set the Latest score system property)
- Available item types (go to Step 6)
If applicable, follow the provided instructions to edit the selected record.
For some properties, there’s a link for you to select.
Follow the provided instructions to edit each configuration.
Select Save.
Optional: Hide or show available item types.
- Navigate to All > Digital Portfolio Management > Administration > Available item types.
- In the Active column, set the item type to false (to hide) or to true (to show). When a solution type is hidden, that solution is omitted from the following areas:
  - The auto-generated solution card results.
  - The personalization options of add and remove items.
  - The set status conditions when updating thresholds.
  - On the page filters.