Digital Portfolio Management Workspace homepage
Summarize
Summary of Digital Portfolio Management Workspace homepage
The Digital Portfolio Management (DPM) homepage serves as the central hub for navigating and managing your solutions and portfolios within ServiceNow. Customers can personalize their homepage to prioritize and track the solutions that are most relevant to them easily. To access the DPM, log into your ServiceNow instance and select Workspaces > Digital Portfolio Management.
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Key Features
- Current Status Section: Displays solution cards for your associated solutions, allowing for easy tracking and management. Personalization is encouraged to highlight important solutions.
- Solution Cards: Provide detailed information regarding the solution's status, including needs attention attributes, which indicate good, moderate, or critical conditions based on color-coded thresholds.
- Search and Filter Options: Enable you to customize the information displayed on your homepage for better usability.
- Personal and Enterprise Portfolios: Sections that showcase recently visited personal and enterprise portfolios, enhancing navigation.
- Recently Viewed Items: Quick access to items that you have recently interacted with in DPM.
Key Outcomes
By personalizing your DPM homepage, you can optimize your workflow and ensure that you stay informed about the solutions that matter most to your operations. Understanding the needs attention attributes helps prioritize your focus on critical issues, while the intuitive layout allows for efficient management of your portfolios. Customers are advised to avoid using Internet Explorer 11 due to performance issues and consider upgrading their browser for a better experience.
The Digital Portfolio Management (DPM) homepage is the starting point where you navigate to all aspects of your solutions and portfolios. You’re encouraged to personalize your Digital Portfolio Management (DPM) homepage so you can view and track the solutions that matter to you most.
DPM Workspace overview
The DPM homepage (
) is the central area where you see the status of all your solutions. To access DPM, log in to your provided ServiceNow instance and then select . When you first log in to the DPM Workspace, the system uses certain fields to generate a set of default solution cards that display on your homepage. After you personalize your homepage, the system remembers your
updates in the dpm_home_page_item table so that next time you log in to the workspace, your personalized homepage displays. For information on the first login solution cards, see Digital Portfolio Management homepage default solution cards.
- A personalized message that welcomes you and a link to an overview video about DPM.
- A Current status section that contains solution cards with solutions that you’re associated with based on system-defined fields. You're encouraged to personalize the solutions in this section. The layout enables you to
see a holistic picture of all solutions you care about.Tip:If you don't see any solution cards (an empty state), select Add items to add solutions to your homepage.
- Solution cards list needs attention attributes, which vary depending on the type of solution. At a glance, you can see each attribute name and the number of times it affects the solution. Also, the color and status icon
determine if the needs attention attribute marks the solution as good, moderate, or
critical.Note:The data on each solution card reflects current data at the time that you view the page. Refresh the page (
) to update the data. - Fields to enable you to search, filter, and personalize what you see on your DPM Workspace homepage. For more information, see Personalize the Digital Portfolio Management Workspace homepage.
- A Personal portfolios section that shows personal portfolios that you recently visited in DPM. You can also select the link to go to the personal portfolios page.
- An Enterprise portfolios section that shows enterprise portfolios that you recently visited in DPM. You can also select the link to go to the enterprise portfolios page.
- A Recently viewed section that shows items that you recently visited in DPM.
Current status solution cards
You're encouraged to personalize the Current status section to see those solutions that matter to you most. Each solution card provides you with detailed information about your solutions. See the image and corresponding numbers for more information.
- Solution name and type (service, service offering, business application, or application service).
- Actions menu
to view the solution's details, its relationship map, or remove the item from your homepage. For more information, see Personalize the Digital Portfolio Management Workspace homepage. - Needs attention attributes that determine the status of each card. Needs attention attributes differ based on the solution type.
Needs attention default thresholds
DPM comes with default thresholds for Needs attention attributes. You’re encouraged to personalize the thresholds to define your metrics for good, moderate, and severe. See Personalize the Digital Portfolio Management Workspace homepage.
| Color | Symbol | Meaning | Default threshold |
|---|---|---|---|
| Green |  |
Good | No value (empty) |
| Orange |  |
Moderate |
|
| Red |  |
Severe |
|