Personalize the Digital Portfolio Management Workspace homepage

  • Release version: Washingtondc
  • Updated October 11, 2024
  • 1 minute to read

    • Personalize your Digital Portfolio Management (DPM) Workspace homepage to meet your needs. You can edit the status conditions of each solution, add solutions, search for solutions, and filter solutions by status and by type.

    Before you begin

    Role required: sn_dpm.dpm_manager

    About this task

    You can personalize your homepage (Home icon.) to set the attributes and thresholds that you want to track on your solutions. After you personalize your status conditions, the system will no longer use the default attributes and thresholds that come with the base DPM system. Instead, your personalizations are saved in your user preference record (dpm_home_page_item_list) to provide you with the homepage view that you want to see.

    You can also customize your personal view by using the search and filter options on the homepage.

    Procedure

    1. Navigate to the Digital Portfolio Management Workspace.
    2. Personalize the homepage.
      • Select Personalize.
      • Select the option to personalize your solution cards.
        • Select Edit status conditions to set your own thresholds for Needs attention attributes on business applications, services/offerings, and application services on your homepage. For default values, see Digital Portfolio Management Workspace homepage.
        • Select Add items to add business applications, services/offerings, and application services to your homepage.
        • Select Remove items to remove business applications, services/offerings, and application services from your homepage.
          Tip:
          If there aren't any items in your homepage when you login, then select Add items to add solutions to your homepage. For the limit on the number of solution cards you can have on your homepage, see Digital Portfolio Management homepage default solution cards.
    3. Search for a solution on the homepage.
      In the Search field, enter any part of the solution name that you want to find. For example, to find all solutions pertaining to knowledge bases, enter knowledge in the Search field. Your search term must contain part of a solution name. You can't search for a solution owner's name.
    4. Filter the solution list on the homepage.

      Select Filter to filter all the solutions by status or by type. The status options are severe, moderate, and good. For information on the status meanings, see Digital Portfolio Management Workspace homepage (Needs attention default thresholds section).

      The type options to filter are:
      • Services
      • Technical services
      • Technical service offerings
      • Business services
      • Business service offerings
      • Business applications
      • Application services