Digital Portfolio Management Workspace homepage
Summarize
Summary of Digital Portfolio Management Workspace homepage
The Digital Portfolio Management (DPM) Workspace homepage serves as the primary hub for navigating your solutions and portfolios. Customers can personalize their homepage to focus on the solutions that are most relevant to them, ensuring a tailored experience. Upon logging into ServiceNow, users can access the DPM by selecting Workspaces > Digital Portfolio Management.
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Key Features
- Personalization: Users can customize their homepage, allowing the DPM to remember their updates for future sessions.
- Current Status Section: Displays solution cards associated with the user, which can be personalized further. Solution cards indicate their status based on attributes that require attention.
- Search and Filter Tools: Fields are available for searching, filtering, and personalizing the view within the DPM Workspace.
- Recently Visited Sections: Includes personal and enterprise portfolios, along with a section for items recently viewed.
- Needs Attention Attributes: Each solution card highlights its status with color-coded indicators (green for good, orange for moderate, red for severe) based on critical metrics.
Key Outcomes
By effectively utilizing the DPM Workspace homepage, customers can gain a holistic view of their solutions, streamline their workflow through personalization, and stay informed about the status of their portfolios. Understanding and managing needs attention attributes allows for proactive handling of solutions that require immediate focus, ultimately enhancing operational efficiency. Additionally, users are advised to transition from Internet Explorer 11 to ensure optimal performance within the workspace.
The Digital Portfolio Management (DPM) Workspace 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 |
|