Digital Portfolio Management related applications and data sources
Digital Portfolio Management (DPM) enables you to use related applications to view and edit service details in the plan-build-run life cycle. All related applications are optional, so they aren't required to use the DPM experience.
Data Sources
By design, DPM offers a broad reach of data sources to give you a high-level view of information that impacts your solutions. Its data sources reach across hundreds of data elements across more than 70 tables, as well as many indicators. This expansive reach gives you a broad perspective of items that may influence your solutions.
DPM has three main data sources:
- Record and field lookups, either in direct configuration in UIB or in data brokers. The lookups are listed in the data sources Excel file that you can download from KB1123710.
- Needs attention attributes are from data brokers. For more information, see KB1519343.
- Performance Analytics indicators, data collection jobs, and key performance indicator (KPI) groups.
For an overview on how DPM aligns with the Common Service Data Model (CSDM), see Apply the CSDM guidelines to Digital Portfolio Management.
To view details on the Digital Portfolio Management data sources including data elements, source tables, fields, and required plugins, see KB1123710, and select the option to Download the Data Sources Excel File.
Enterprise portfolios
Since the Utah release, you can install the enterprise portfolio plugin [enterprise portfolio] that’s available as part of the core ServiceNow AI Platform. Installing the plugin installs two new roles:
- The enterprise portfolio admin [sn_ep.enterprise_portfolio_admin] can create, read, update, and delete (CRUD) enterprise portfolios.
The enterprise portfolio viewer [sn_ep.enterprise_portfolio_viewer] can read enterprise portfolios.
Installing the enterprise portfolio plugin results in the following:
- The DPM admin role inherits the enterprise portfolio admin role.
- The DPM manager role inherits the enterprise portfolio viewer role.
Services and service offerings
Note: Your data view in DPM is the same as what your product license permits from the application that you pull data from (standard or pro).
| To see in DPM | Required installs | Required roles | Use cases |
|---|---|---|---|
| - Contextual side panel - Needs attention | There are no special installs required to use the contextual side panel or to see items that need attention. | DPM Manager \[sn\_dpm.dpm\_manager\] | - Use the contextual side panel to navigate to portfolios and list modules in DPM. - See items that need attention based on criticality. |
| Plan tab | To see roadmap data: Install the plugin for Strategic Planning: com.sn\_align\_ws To see improvement initiatives: Install the plugin for ServiceNow® Continual Improvement Management com.sn\_cim To see demand data: Install plugins for Demand Management: idea\_core, dmn\_demand, and pm\_project | For Strategic Planning: - sn.align\_ws - sn\_align\_core. apw\_user - sn\_align\_core.apw\_admin - sn\_roadmap\_plng.roadmap\_editor For Continual Improvement Management and demands: DPM Manager \[sn\_dpm.dpm\_manager\] |
|
| Build tab | To see roadmap data: Install the plugin for Strategic Planning: com.sn\_align\_ws To see project data: Install the plugin for Project Portfolio Management com.snc.financial\_planning\_pmo To see changes: No required install. Change data is standard with IT Service Management \(ITSM\). To see improvement initiatives: Install the plugin for Continual Improvement Management com.sn\_cim | For Strategic Planning: - sn.align\_ws - sn\_align\_core. apw\_user - sn\_align\_core.apw\_admin - sn\_roadmap\_plng.roadmap\_editor For PPM, Changes, and Continual Improvement Management: DPM Manager \[sn\_dpm.dpm\_manager\] |
|
| Run tab | The key performance indicator \(KPI\) group \[sn\_team\_perf\_kpi\_group\] is automatically installed for you to see performance data: The Performance snapshot indicator sources come from Performance Analytics: - serviceoffering.availability.daily - incidents.open - incidents.resolved - \[DPM\]requests.new See KB1160281 for important criteria to see performance data. | - DPM Manager \[sn\_dpm.dpm\_manager\] to view KPIs - DPM Admin \[sn\_dpm.dpm\_admin\] to create KPIs | View the Performance snapshot KPI group that includes the following supporting KPIs: - Service availability - New incidents on the service - Subscribers of the service - Service customer satisfaction score View additional KPI groups for service offerings: - Outages and availability - Incidents - Changes - Problems - Catalog activity View availability and service level agreements \(SLA\) commitments reporting. |
| Info tab | No special installs required. | DPM Manager \[sn\_dpm.dpm\_manager\] | View general information about the service and service offering. |
Business applications
Note: Your data view in DPM is the same as what your product license permits from the application that you pull data from (standard or pro).
| To see in DPM | Required installs | Required roles | Use cases |
|---|---|---|---|
| - Contextual side panel - Needs attention | To see audits, install the plugin for Audit Management \(sn\_audit\) To see technical risks, install the plugin for Technology Portfolio Management: sn\_apm\_tpm. This plugin has two dependency plugins: - Application Portfolio Management \(com.snc.apm\) - Software Asset Management \(com.snc.sams\) | DPM Manager \[sn\_dpm.dpm\_manager\] | - Use the contextual side panel to navigate to portfolios and list modules in DPM. - See items that need attention based on criticality. |
| Plan tab | To see roadmap data: Install the plugin for Strategic Planning: com.sn\_align\_ws To see improvement initiatives: Install the plugin for Continual Improvement Management com.sn\_cim To see demand data: Install plugins for Demand Management: idea\_core, dmn\_demand, and pm\_project | For Strategic Planning: - sn.align\_ws - sn\_align\_core. apw\_user - sn\_align\_core.apw\_admin - sn\_roadmap\_plng.roadmap\_editor For Continual Improvement Management and demands: DPM Manager \[sn\_dpm.dpm\_manager\] |
|
| Build tab | To see roadmap data: Install the plugin for Strategic Planning: com.sn_align_ws To see project data: Install the plugin for Project Portfolio Management (PPM): com.snc.financial_planning_pmo To see agile data: Install the plugin for Agile Development: com.snc.sdlc.agile.2. To see changes: No required install. Change data is standard with IT Service Management (ITSM). To see flow metrics and accelerate metrics: Enable DevOps for DPM (see Configure the Digital Portfolio Management experience)
| For Strategic Planning: - sn.align\_ws - sn\_align\_core. apw\_user - sn\_align\_core.apw\_admin - sn\_roadmap\_plng.roadmap\_editor For PPM, Changes, and Agile Development: DPM Manager \[sn\_dpm.dpm\_manager\] |
|
| Run tab | Install the plugin for Application Portfolio Management (APM): com.snc.apm To see accelerate metrics: Enable DevOps for DPM Note: To see details in the DevOps Change Workspace, select View Accelerate metrics in DevOps from the Accelerate metrics section. | - DPM Manager \[sn\_dpm.dpm\_manager\] to view KPIs - DPM Admin \[sn\_dpm.dpm\_admin\] to create KPIs | View the Performance snapshot, which includes the following metrics:
View deployments data:
Note: Technology Portfolio Management data comes from APM. |
| Risk tab | Install plugins for Governance, Risk, and Compliance and ServiceNow® Risk Management: - com.sn\_risk - com.snc.governance - sn.grc.common - com.snc.risk\_asmt - com.snc.grc\_risk\_dep - com.snc.grc.common - com.snc.grc\_policy\_dep Install the plugin for ServiceNow® Audit Management \(sn\_audit\) | DPM Manager \[sn\_dpm.dpm\_manager\] | View risks related to your business applications. |
| Info tab | No special installs required. | DPM Manager \[sn\_dpm.dpm\_manager\] | View general information about the business applicaton. |
Service instances
Note: Your data view in DPM is the same as what your product license permits from the application that you pull data from (standard or pro).
| To see in DPM | Required installs | Required roles | Use cases |
|---|---|---|---|
| Needs attention | To see alerts and alert data, install the plugin for Event Management \(com.glide.platform\_ml\) To see technical risks, install the plugin for Technology Portfolio Management: sn\_apm\_tpm. This plugin has two dependency plugins: - Application Portfolio Management \(com.snc.apm\) - Software Asset Management \(com.snc.sams\) | DPM Manager \[sn\_dpm.dpm\_manager\] | See items that need attention, including alerts and technical risk information. |
| Run tab | To see reliability indicators, install the plugin for Site Reliability Metrics: sn\_srm To see alerts and alert data, install the plugin for Event Management \(com.glide.platform\_ml\) | - DPM Manager \[sn\_dpm.dpm\_manager\] to view KPIs - DPM Admin \[sn\_dpm.dpm\_admin\] to create KPIs | View the following information: View service instance performance - Service health - Service impact - Alert trends View site reliability management - Number of reliability indicators - Description of reliability indicators View offerings that depend on this service instance - Number of reliability offerings - Drill down to offering to see the related records View technology risk - Software models by: - Hardware models - Drilling down in each model to see the related records |
| Info tab | No special installs required. | DPM Manager \[sn\_dpm.dpm\_manager\] | View general information about the service instance. |
Examples
Plan data sources for services and service offerings
Note: Your data view in DPM is the same as what your product license permits from the application that you pull data from (standard or pro).
Strategic Planning (formerly known as Alignment Planner Workspace) is a pro version. Portfolio Planning is available for users with a Strategic Portfolio Management (SPM) standard license.
Plan data sources for services and service offerings.
Build data sources for services and service offerings
Build data sources for services and service offerings.
Run data sources for services and service offerings
Run data sources for services and service offerings.
Parent Topic:Digital Portfolio Management reference