Create enterprise portfolios in Digital Portfolio Management

  • Release version: Washingtondc
  • Updated February 26, 2024
  • 1 minute to read

    • Admins create enterprise portfolios for business applications and application services. Enterprise portfolios are structured in a nesting tree format to navigate service-related items and taxonomy nodes. Similar to personal portfolios, you can see metrics to assess the portfolio performance.

    Before you begin

    • Plugin required: enterprise portfolios
    • Role required: sn_dpm.dpm_admin

    About this task

    Create enterprise portfolios to monitor business applications and application services. Enterprise Portfolios enable you to roll up key metrics through each level of the portfolio taxonomy. You can see the overall performance at the node and portfolio levels. A breakdown of key metrics enables you to see which areas of the portfolio are contributing to good or to poor performance.

    For overview information, see Enterprise portfolios. For more detailed information, see Navigate portfolio types in Digital Portfolio Management.

    Procedure

    1. Navigate to All > Digital Portfolio Management > DPM Enterprise Portfolios > Create new.
    2. On the form, fill in the fields.
      Table 1. Create Enterprise Portfolio form
      Field Description
      Name Portfolio name in the Enterprise portfolios tab of the DPM Workspace.
      Short description Short description of the portfolio in the header area of the DPM Workspace.
      Description Description of the portfolio in the service header in the DPM Workspace.
      Portfolio type The type of enterprise portfolio.
      • Business Application Portfolio
      • Application Service Portfolio
      Portfolio owner Name that is responsible for the portfolio.
      Portfolio manager Name that manages the portfolio.
      Portfolio Stakeholders Individuals or groups that have an interest in the enterprise portfolio.
    3. Submit the enterprise portfolio.

      After you submit, access the portfolio by navigating to All > Digital Portfolio Management > DPM Enterprise Portfolios, and then selecting the type (Business Application or Application Service).