Digital Portfolio Management related applications and data sources

  • Release version: Xanadu
  • Updated August 1, 2024
  • 8 minutes to read
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    Summary of Digital Portfolio Management related applications and data sources

    Digital Portfolio Management (DPM) in ServiceNow enables customers to view and edit service details throughout the plan-build-run lifecycle by integrating data from multiple related applications. While all related applications are optional, they enhance the DPM experience by providing a comprehensive view across services, business applications, and application services. DPM aggregates data from numerous tables and indicators, offering a broad perspective on factors influencing solutions.

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    Key Features

    • Data Sources: DPM uses three main data sources:
      • Record and field lookups configured via UI Builder or data brokers, including "needs attention" attributes.
      • Performance Analytics indicators, data collection jobs, and KPI groups.
      • Alignment with Common Service Data Model (CSDM) guidelines for consistent data modeling.
    • Enterprise Portfolios: Since the Utah release, customers can install the enterprise portfolio plugin to create and manage enterprise portfolios with dedicated admin and viewer roles. DPM admin and manager roles inherit these enterprise portfolio roles.
    • Service and Service Offerings Integration:
      • Plan: Strategic Planning, Continual Improvement Management, and Demand Management plugins enable roadmap viewing, improvement initiatives, and demand creation.
      • Build: Includes Strategic Planning, Project Portfolio Management, ITSM Change Management, and Continual Improvement Management to track projects, changes, and ideas.
      • Run: Performance Analytics KPIs offer insights on service availability, incidents, customer satisfaction, outages, and SLA commitments without extra installs.
      • Info: General information is available without additional plugins.
    • Business Applications Integration:
      • Plan, Build, Run, Risk, and Info tabs pull data from Strategic Planning, Continual Improvement, Demand Management, Project Portfolio Management, Agile Development, Application Portfolio Management, DevOps, Governance, Risk and Compliance, and Audit Management plugins.
      • Enables viewing and editing roadmaps, managing development life cycles, monitoring performance metrics, and assessing risks.
    • Application Services Integration:
      • Run tab includes Site Reliability Metrics and Event Management for performance, alerts, and reliability indicators.
      • Technology Portfolio Management and Application Portfolio Management provide technical risk and hardware/software model insights.
      • Needs attention items include alerts and technical risks.
      • General info is available without special installs.

    Practical Application for ServiceNow Customers

    ServiceNow customers leveraging DPM can enhance portfolio visibility and management by selectively installing related plugins tailored to their portfolio focus—services, business applications, or application services. Depending on the lifecycle phase (plan, build, run), customers can integrate data to:

    • View and edit strategic roadmaps and improvement initiatives.
    • Track project progress, changes, and agile development status.
    • Monitor key performance indicators and service health metrics.
    • Assess risks, audit data, and technical alerts.
    • Manage enterprise portfolios with appropriate admin and viewer roles.

    Customers should align their product licenses and install necessary plugins to unlock these capabilities. The DPM Manager and Admin roles control access to data viewing and KPI creation respectively, ensuring secure and role-appropriate interactions.

    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).
    Table 1. DPM related applications for services and service offerings
    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]
    • Select View roadmap to launch Strategic Planning to view roadmap details in the context of the selected service or service offering.
    • You can edit roadmaps with the sn_roadmap_plng.roadmap_editor role.
    • Use Continual Improvement Management to see ideas and improve processes across services and service offerings.
    • Create demands on your services and service offerings in DPM.
    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]
    • Select View roadmap in DPM to have Strategic Planning launch for you. You can view roadmap details in the context of the selected service or service offering.
    • Edit roadmaps with the sn_roadmap_plng.roadmap_editor role.
    • See project data that may impact your services or service offerings.
    • Select any of the change graphs to view details about change records that may impact your services or service offerings.
    • Use Continual Improvement Management to see ideas and improve processes across services and service offerings.
    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).
    Table 2. DPM related applications for business applications
    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]
    • Select View roadmap to launch Strategic Planning to view roadmap details in the context of the selected business application.
    • You can edit roadmaps with the sn_roadmap_plng.roadmap_editor role.
    • Use Continual Improvement Management to see ideas and improve processes across business applications.
    • Create demands on your business applications in DPM.
    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)
    • To see details in the DevOps Change Workspace, select View DevOps Insights from the Flow metrics section.
    • To see details in the DevOps Change Workspace, select View Accelerate metrics in DevOps from the Accelerate metrics section.

    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]
    • Select View roadmap in DPM to launch Strategic Planning launches for you. You can view roadmap details in the context of the selected business application.
    • Edit roadmaps with the sn_roadmap_plng.roadmap_editor role.
    • See project data that may impact your business applications.
    • View data from Agile Development to view details on epics, stories, sprints, and releases in the context of the selected business application.
    • Manage scrum and waterfall development in DPM to gain visibility into your software development life cycle.
    • Select any of the change graphs to view details about change records that may impact your business applications.
    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:
    • Number of incidents
    • Number of problems
    • Number of changes
    • Total change hours
    View deployments data:
    • Deployments breakdown
    • Deployment hardware and software models (technology 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.

    Application services

    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).
    Table 3. DPM related applications for application services
    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 application service 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 application service
    • 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 application service.

    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.