Configure personal portfolio solution cards in the DPM Admin Center
Configure the fields that display on the personal portfolio solution cards in the DPM Admin Center. Your configuration determines the fields that display on each solution card in the DPM Workspace.
Before you begin
Role required: sn_dpm.dpm_admin
About this task
You can configure the personal portfolio solution card fields to display information on the DPM Workspace homepage:
Procedure
Navigate to All > Digital Portfolio Management > DPM Admin Center > Settings.
Open Portfolio properties and then select Solution Cards.
You have the option to configure the following types of solution cards:
- Service
- Business service
- Technology management service
- Service offering
- Business application
- Service instance
- Select Configure for the card that you want to configure.
You must be in the correct application scope to edit the record. If you're in a different scope, then a text banner displays for you to select a link to edit the record.
Review the field names in the Secondary Values tab.
The field names represent the information displayed on the personal portfolio card in the DPM Workspace.
Configure the fields from the list view.
You can do some minor configuring in the list view.
- You can set the Active value to true or false. After a field is set to false, it doesn't display on the solution header in the DPM Workspace.
- You can change the order that the active fields display on the solution header in the DPM Workspace.
Configure the fields individually.
Select a field to configure. You must be in the correct application scope to edit the record. If you're in a different scope, then a text banner displays for you to select a link to edit the record.
Review or change the information.
Field Description Editable Table The table name for the item. No Field The field name for the item that displays in the DPM Workspace. Yes Order The order that the item displays on the solution header in the DPM Workspace. Yes Application The application for the item. No Workspace The workspace for the item. No Active The flag that determines if the item displays (or not) on the solution header of the DPM Workspace. Yes Conditions Configuration options where you can set conditions for the item. Yes
Select Update.
Parent Topic:Use the Admin Center in Digital Portfolio Management