Configure the Info tab in the DPM Admin Center

  • Release version: Washingtondc
  • Updated July 14, 2024
  • 2 minutes to read

    • Configure the general information fields for your solutions in the DPM Admin Center. Your configuration determines how the fields are displayed in the General info section of the Info tab in the DPM Workspace.

    Before you begin

    Role required: sn_dpm.dpm_admin

    About this task

    Each solution has an Info tab that displays general information about the solution. For example, for a service, the Info tab General info section may display the associated service portfolio, the taxonomy node, the service classification (technical or business), the phase, the status, and more. You can configure the General info section to best suit the needs of your organization. The DPM Admin Center enables you to configure the General info fields for the following solutions:
    • Services and service offerings (both business and technical)
    • Business applications
    • Application services
    • Service portfolios and taxonomies
    • Enterprise portfolios and taxonomies

    Procedure

    1. Navigate to All > Digital Portfolio Management > DPM Admin Center > Settings.
    2. Select the Info tab for the solution that you want to configure the General info fields.
      Note:
      For the Portfolio properties option, select General info.
    3. Select Configure.
      You may get a text banner that requires you to select a link to edit the record.
    4. Review the field names in the Secondary Values tab.
      The field names represent the information displayed in the General info section of the Info tab in the DPM Workspace.
    5. Configure the fields from the list view.
      You can do some minor configuring in the list view to affect the General info display in a solution's Info tab.
      • You can set the Active value to true or false. After a field is set to false, it doesn't display in the General info section.
      • You can change the order in which the active fields are displayed in the General info section.
    6. Configure the fields individually.
      • Select a field to configure. You may get a text banner that requires you to select a link to edit the record.
      • Review or change the information.
        Table 1. Secondary Values
        Field Description Editable
        Table The table name for the item. No
        Field The field name for the item that displays on the General info section of the DPM Workspace. Yes
        Order The order that the item displays on the General info section of the DPM Workspace. Yes
        Application The application for the item. No
        Workspace The workspace for the item. No
        Active The flag that determines if the item displays (or not) on the General info section of the Info tab in the DPM Workspace. Yes
        Conditions Configuration options where you can set conditions for the item. Yes
    7. Select Update.