Use the Admin Center in Digital Portfolio Management

  • Release version: Zurich
  • Updated March 24, 2026
  • 2 minutes to read
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    Summary of Use the Admin Center in Digital Portfolio Management

    The Admin Center in Digital Portfolio Management (DPM) is a guided setup tool designed for administrators with theDPM Admin role [sndpm.dpmadmin]. It enables configuration and management of the DPM Workspace for an organization, providing visibility into the entire service and application life-cycle. Administrators can follow step-by-step prompts to configure services, offerings, business applications, and service instances while accessing helpful resources and configuration options.

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    Access and Navigation

    • Access requires the DPM Admin role; demo users with this role are available for testing.
    • Navigate via All > Digital Portfolio Management > DPM Admin Center.
    • The Admin Center contains two main tabs: Overview (guided setup, portfolio creation, KPI configuration) and Settings (detailed solution page configurations).
    • Setup steps can be accessed in any order, with progress indicators and informational tooltips to aid configuration.
    • Access issues during setup generally indicate permissions restrictions, requiring administrator intervention.

    Key Features

    • Overview Tab: Guided setup for configuring services, KPIs, and portfolios; easy navigation through configuration steps.
    • Settings Tab: Customize solution page elements including portfolio cards, header fields, plan/build/run/risk tabs, and Info tab sections.
    • Troubleshoot Tab: Recalculate availability metrics for service offerings over selected time periods with progress tracking.
    • Page Header and Info Tab Configuration: Control how header fields and general information appear in the DPM Workspace.
    • Scheduled Email Reports: Automate sending KPI metric emails to DPM solution owners.
    • Personal Portfolio Solution Cards: Define which fields are displayed on portfolio cards within the workspace.
    • Relationship Views: View comprehensive relationships of business applications and service instances, including related incidents, problems, and changes.

    Practical Benefits for ServiceNow Customers

    The Admin Center streamlines the initial and ongoing configuration of the Digital Portfolio Management Workspace, ensuring accurate representation and management of services and applications. By using this guided setup, customers can efficiently establish a holistic view of their digital portfolios, monitor key performance indicators, and maintain service availability metrics. Customization options allow tailoring the workspace display to organizational needs, enhancing usability and reporting capabilities. Troubleshooting and recalculation features support maintaining data accuracy and operational insights over time.

    The Admin Center in Digital Portfolio Management (DPM) provides administrators a guided walk-through to set up and configure the DPM Workspace for the organization. The provided information and configuration prompts enable visibility into the end-to-end service and application life-cycle.

    With a DPM admin role [sn_dpm.dpm_admin], access the DPM Admin Center to set up and configure the DPM experience for the organization. The Admin Center provides easy to follow setup steps and includes tooltips and links to resources, plugins, and configuration tables.
    Note:
    An administrator [admin] must install plugins.

    Access the DPM Admin Center

    To access the DPM Admin Center, you must have the DPM Admin role [sn_dpm.dpm_admin].
    Note:
    Demo data users that come with the base system have been assigned the Admin role [sn_dpm.dpm_admin]. You can impersonate one of the demo data users to test the Admin Center.

    Navigate to All > Digital Portfolio Management > DPM Admin Center.

    The Admin Center has two tabs: Overview and Settings.

    Overview tab

    The Digital Portfolio Management Admin Center has an Overview tab.

    The Overview tab enables you to do the following:
    • Follow the guided setup to configure services with offerings, business applications, and service instances.
    • Configure key performance indicator (KPI) groups.
    • Explore the settings.
    • Create and review service portfolios.
    • Create and review business application portfolios.
    • Access helpful resources for more information.

    Navigate the configuration steps

    • Select Configure on a solution card from the Overview tab.
    • Follow the guided walk-though. Each step has its own prompts, instructions, and conditions to set up your data in the DPM Workspace.
      Note:
      When you see the information icon (Information icon.) next to a step heading, select it to view more information about that step.
    • Navigate through the setup steps in one of two ways.
      1. Select the step number and title to perform the configuration for that step.

        A completed step shows a check mark instead of a number.

      2. Select Next to move to the next step and Back to return to the previous step.

    You can navigate to any step at any time to update the configuration settings.

    Important:
    If you see an empty screen while configuring, you most likely don't have access for that action. To resolve access issues, contact your administrator.

    Settings tab

    The Settings tab enables you to do the following for solutions (services, service offerings, business applications, and service instances):
    • Configure the following for each solution page.
      • Personal portfolio solution cards
      • Header fields
      • Plan fields
      • Build fields
      • Run fields
      • Risk fields
      • Portfolio properties
      • General information fields on the Info tab
      • KPI group properties
      • DevOps properties
    • Show or hide the Plan, Build, and Run tabs.
    • Show or hide content sections from each of the main tabs.
    • Access resources for additional help.

    Troubleshoot tab

    The Troubleshoot tab enables you to recalculate availability results and indicators for service offerings.
    1. Select the services and offerings that you'd like to recalculate availability.
    2. Set the start and end dates for the recalculation period.
    3. Select Recalculate availability to generate the results.
    There’s no limit to how many times you can run the recalculation. You can also check the recalculation progress by selecting Check status in the event log.

    More options in the DPM Admin Center