Create KPI groups and mappings in Digital Portfolio Management

Create key performance indicator (KPI) groups and mappings in Digital Portfolio Management (DPM) to monitor the overall health and progress of all your services and offerings.

Before you begin

• Plugins required: sn_dpm, com.sn_team_perf, and com.snc.service_portfolio
• Role required: sn_dpm.dpm_admin

About this task

Create KPI groups and associate each group's type with its corresponding record. Here are the record types:

• Service portfolios
• Taxonomy nodes
• Services
• Offerings
• Application services
• Business applications
• Enterprise portfolios
• Enterprise taxonomy nodes

In addition to creating your own KPI groups, you can use and configure the KPI groups that come with the base DPM application. For details, see KPI groups in Digital Portfolio Management.

This procedure includes the following tasks:

1. Create a KPI group.
2. Add indicators to a KPI group.
3. Create a KPI group mapping.

Procedure

1. Create a KPI group.
   1. Navigate to All > Digital Portfolio Management > KPI Groups.
   2. Select New.
   3. On the form, fill in the fields.

      Table 1. KPI Group form

      Field	Description
      Name	The name of the KPI group.
      Description	The description of the KPI group.
      Type	The type that you want to create: Service portfolios Taxonomy nodes Services Offerings Application services Note: The type must correlate to the record. For example, you can only associate a service portfolio type to a portfolio record. You can only associate an offering type to an offering record.
      Order	Determines the page layout of the KPI groups in the Digital Portfolio Management workspace.

   4. Select Submit
      Tip:

      You can also create a KPI group by copying an existing KPI group. For more information, see Copy a KPI group to create a new KPI group in Digital Portfolio Management.
2. Add indicators to a KPI group.
   1. Navigate to All > Digital Portfolio Management > KPI Groups.
   2. Select the KPI group that you want to add indicators to.
   3. On the KPIs tab, select New.
   4. On the form, fill in the fields.

      Table 2. KPIs form

      Field	Description
      KPI Group	KPI group to add indicators.
      KPI	KPI indicator that you want to measure.
      Label	Name of the KPI indicator. You can edit the label.
      Parent KPI	Parent KPI, if this KPI is a supporting KPI.
      Display Aggregate	KPI display aggregate: Average or Sum. Note: This field applies when the latest score property [sn_dpm.kpi_groups.show_latest_score] is false. For information, see Configure the Digital Portfolio Management experience.
      Order	Page layout of the KPI groups in the Digital Portfolio Management workspace.
      Description	The description of the indicator. For more information on KPI results, see KB1123710.
      Chart type	The chart type for the KPI group. The options are: Single score Time series: Line Time series: Column Time series: Area Time series: Spline Time series: Step line Group By Note: The Group By option enables you to select the results breakdown. For example, incidents by priority.

   5. Select Submit.
3. Create a KPI group mapping.
   1. Navigate to All > Digital Portfolio Management > KPI Group Mappings.
      Note:

      You can also map a KPI group by navigating to All > Digital Portfolio Management > KPI Groups. Select a KPI group to view, and then select the KPI Group Mappings tab.
   2. Select New.
   3. On the form, fill in the fields.

      Table 3. KPI Group Mapping form

      Field	Description
      KPI Group	KPI group name to add the mapping.
      Mapping	Mapping type associated with the KPI group. Depending on which KPI Group you select, one of the following displays as the Mapping field. Service portfolio Taxonomy node Service Offering Application service Business application Enterprise portfolio Enterprise taxonomy node

   4. Select Submit.

Related concepts

• Configure KPI groups in Digital Portfolio Management

Related tasks

• Configure KPIs in Digital Portfolio Management with service availability example