Digital Portfolio Management homepage default solution cards

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Digital Portfolio Management homepage default solution cards

    Digital Portfolio Management (DPM) automatically generates a set of default solution cards on your DPM Workspace homepage using specific fields from solution records. When you log in, these default cards display until you personalize your homepage by adding or removing solutions. Once personalized, DPM saves your preferences in thedpmhomepageitemtable and displays your customized set instead of the default one. Each time you access the homepage, solution card data refreshes regardless of whether you use the default or personalized set.

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    System Properties and Limits

    Two key system properties control the number and types of solution cards displayed on the DPM homepage:

    • dpm.homepage.cmdbciservicelimit: Limits auto-generated services, service offerings, and application services to 750.
    • dpm.homepage.cmdbcibusinessapplimit: Limits auto-generated business applications to 250.

    The combined total limit for solution cards on the homepage is 1000. Personalization allows you to adjust how many solutions of each type appear, but the total cannot exceed this limit. Administrators with the sndpm.dpmadmin role can increase this limit beyond 1000; however, doing so may negatively affect system performance.

    Default Solution Card Fields

    Default solution cards are generated based on specific fields from different solution record types:

    • Service (cmdbciservice): Fields like delivery manager (owned by), delegate, business relationship manager, business contact, and managed by.
    • Service Offering (serviceoffering): Owned by, delivery manager, delegate, business contact, and managed by.
    • Business Application (cmdbcibusinessapp): IT application owner, business owner, and portfolio manager fields.
    • Application Service (cmdbciserviceauto): Including dynamic configuration item (CI) groups, with owned by and managed by fields.

    Practical Implications for ServiceNow Customers

    When first using DPM, expect to see a default set of solution cards that reflect key relationships and ownerships within your portfolio. You can personalize this homepage to better fit your focus areas. Remember that the total number of solution cards is capped, so plan your homepage layout accordingly. If needed, administrators can adjust limits but should weigh potential performance impacts. Understanding which fields influence default cards helps in managing and curating your portfolio visibility effectively.

    Digital Portfolio Management uses certain fields to auto-generate a set of default solution cards to display on your DPM homepage. After you add or remove solutions from your homepage, DPM remembers your updates and displays your personalized solutions cards instead of the auto-generated set.

    DPM homepage overview

    Each time that you log in to the DPM Workspace, the system uses certain fields to display a set of default solution cards. You can use the personalize option to add or remove solutions to your homepage. For more information, see Personalize the Digital Portfolio Management Workspace homepage.

    After you add or remove solutions, the DPM system remembers your updates in the dpm_home_page_item table so that next time you log in to the DPM Workspace, your personalized homepage displays. The system no longer generates a set of default solution cards for you.
    Note:
    Each time you access the DPM homepage, the solution card data refreshes, whether you have the auto-generated default solution set or a personalized solution card set.

    System properties for number of solution cards

    Two system properties determine the number of solutions cards on your DPM homepage.

    Table 1. System properties for solution limits on the DPM homepage
    System property Description Solution type Default limit
    dpm.homepage.cmdb_ci_service_limit

    The query limit when auto-generating services, service offerings, and application services for your DPM homepage.

    		 cmdb_ci_service

    750
    dpm.homepage.cmdb_ci_business_app_limit

    The query limit when auto-generating business applications for your DPM homepage.

    		 cmdb_ci_business_app

    250

    These two system properties derive the overall limit on the DPM homepage of 1000. Even after you personalize your DPM homepage, the total number of solutions on your homepage can't exceed 1000.

    You can personalize your DPM homepage to adjust the solution card count. For example, you can have 1000 services and zero business applications but the total number of solutions on the DPM homepage can't exceed 1000.
    Important:
    An administrator with the sn_dpm.dpm_admin role can change the system property limits to more than 1000 solutions on the DPM homepage. However, raising the limit may negatively impact system performance.
     

    Default solution card fields

    The DPM application uses certain fields to auto-generate a set of default solution cards to display when you first login to DPM (before you personalize).

    Solution Solution record name Fields used for default solution cards
    Service
    • cmdb_ci_service
    • cmdb_ci_service_business
    • cmdb_ci_service_technical
    • Owned by
    • Delivery manager
    • Delegate
    • Business relationship manager
    • Business contact
    • Managed by 
    Service offering service_offering
    • Owned by
    • Delivery manager
    • Delegate
    • Business contact
    • Managed by 
    Business application cmdb_ci_business_app
    • IT application owner
    • Business owner
    • Portfolio manager
    Application service cmdb_ci_service_auto including dynamic configuration item (CI) groups
    • Owned by
    • Managed by