Digital Portfolio Management Workspace homepage

  • Release version: Yokohama
  • Updated January 30, 2025
  • 3 minutes to read
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    Summary of Digital Portfolio Management Workspace homepage

    The Digital Portfolio Management (DPM) Workspace homepage serves as the central hub for navigating and managing your solutions and portfolios within ServiceNow. Accessible via Workspaces > Digital Portfolio Management, this homepage provides a personalized view to help you track the status and key attributes of the solutions that matter most to you.

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    Upon first login, default solution cards are generated based on system fields, but you can personalize the homepage to tailor the displayed solutions. These customizations are saved to the dpmhomepageitem table, ensuring your preferences are retained for future sessions.

    Key Features

    • Personalized Welcome and Overview: A custom welcome message and link to an introductory video about DPM.
    • Current Status Section: Displays solution cards linked to you, showing key "needs attention" attributes that indicate the health or issues of each solution. These attributes vary by solution type and use color-coded indicators (green, orange, red) to represent status from good to critical.
    • Personal and Enterprise Portfolios: Easily access recently viewed personal and enterprise portfolios with direct links to their respective pages.
    • Recently Viewed Items: Quick access to items you have recently interacted with within DPM.
    • Search, Filter, and Personalization Tools: Fields and options to customize what you see on your homepage to focus on relevant solutions.
    • Actions Menu on Solution Cards: Allows viewing solution details, relationship maps, or removing solutions from your homepage.
    • Needs Attention Default Thresholds: Predefined thresholds categorize solution status metrics such as critical incidents, outages, alerts, and risks. These thresholds are customizable to fit your organizational standards.
    • Updated Terminology in Yokohama Release: Labels for technical services have been updated to "Technology Management Service" and "Technology Management Service Offering" from previous terms.

    Practical Notes for ServiceNow Customers

    • If no solution cards appear, use the “Add items” option to populate your homepage.
    • The data displayed on solution cards is current at the time of viewing; refresh the page to update.
    • Personalizing your homepage enhances visibility into solutions that require your attention, improving portfolio management efficiency.
    • ServiceNow recommends migrating away from Internet Explorer 11 due to performance problems when using workspaces.

    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 (Home.) 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 Workspaces > Digital Portfolio Management. 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.

    The homepage includes the following main areas.
    • 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 (Refresh icon) 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.

    DPM homepage solution card overview

    Important:
    For the Yokohama release and later, the labels for the items in the [cmdb_ci_service_technical] table and [service_offering] table are Technology Management Service and Technology Management Service Offering, respectively. Prior to the Yokohama release, the labels are Technical Service and Technical Service Offering.
    1. Solution name and type (service, service offering, business application, or application service).
    2. Actions menu Actions menu icon 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.
    3. 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.

    Table 1. Needs attention default thresholds
    Color Symbol Meaning Default threshold
    Green Green circle Good No value (empty)
    Orange Orange circle Moderate
    • Critical incidents: Empty
    • Outages: Empty
    • Changes: Empty
    • Alerts: 3
    • Risks: 1
    • Audits: Empty
    Red Red circle Severe
    • Critical incidents: 1
    • Outages: 1
    • Changes: Empty
    • Alerts: 10
    • Risks: 3
    • Audits: Empty

    Browser support for workspaces

    Important:
    Due to significant performance issues, ServiceNow recommends that customers migrate away from Internet Explorer 11. For more information, refer to KB0683275.