Create an improvement initiative from Digital Portfolio Management
Create an improvement initiative using the Digital Portfolio Management (DPM) application. DPM enables you to create an improvement initiative for any business or technology management services that you own.
Before you begin
For the required plugins to create improvement initiatives in Digital Portfolio Management, see the Continual Improvement Management area of Digital Portfolio Management related applications and data sources.
Role required: sn_dpm.dpm_manager
About this task
You can manage and create improvement initiatives for services or service offerings that you own, right in the workspace without having to go to the service or offering's native application.
Procedure
Navigate to All > Digital Portfolio Management > Digital Portfolio Management Workspace > Personal Portfolios.
To create an improvement initiative, select a business or technical service.
From the list, select the Create option and then select Improvement initiative.
On the form, fill in the fields.
For details on the improvement initiative process, see Create an improvement request.
| Field | Description |
|---|---|
| Number | Unique number for the improvement initiative. |
| Business service | Business service where you created the improvement initiative from in DPM. |
| Service offering | Service offering where you created the improvement initiative from in DPM. |
| Business Process | Business offering where you created the improvement initiative from in DPM. |
| CIM Coordinator | The Continual Improvement Management coordinator. |
| Approver Group | Continual Improvement Management approvers for the improvement initiative. |
| Strategies | Continual Improvement Management assigned automation and effort reduction for the improvement initiative. |
| State | State of the improvement initiative. This field is read only. For descriptions, see Continual Improvement Management reference - New - Accepted - Assess - Approved - In Progress - Review - Closed - Canceled |
| Priority | Priority of the improvement initiative. This field is read only. - 1 - Critical - 2 - High - 3 - Moderate - 4 - Low - 5 - Planning |
| Effort estimate | The level of effort for the improvement initiative. This field is read only. - Small - Medium - Large - Extra Large |
| Benefits | Level of benefit expected from the improvement initiative. This field is read only. - Low - Medium - High |
| Percent complete | Percentage complete for the improvement initiative. |
| Short description | Short description of the improvement initiative. |
| Business justification | Elaboration of the short description to include rationale and research conducted. |
| Field | Description |
|---|---|
| Success measurement method | Performance Analytics \(PA\) Indicator. Automated entry. |
| Improvement KPI | State the key performance indicator \(KPI\) for the improvement initiative. |
| Base value | Percentage value, not to exceed 100%. |
| Percentage improvement | Percentage value, not to exceed 100%. |
| Target value | Percentage value, not to exceed 100%. |
| Target review date | Expected date the improvement initiative is reviewed. |
| Expected outcomes | Description of expected outcomes that support the provided KPI. |
| Field | Description |
|---|---|
| Requested for | Name of the person creating the improvement initiative. |
| Type | The type of improvement initiative: - People - Process - Technology |
| Watch list | Others that are watching this improvement initiative. |
| Parent initiative | The parent initiative if there is one. |
| Field | Description |
|---|---|
| Planned start date | Planned date to start the improvement initiative. |
| Planned end date | Planned date to end the improvement initiative. |
| Actual start date | Actual start date of the improvement initiative. |
| Actual end date | Actual end date of the improvement initiative. |
| Field | Description |
|---|---|
| Additional comments | Customer visible comments on the improvement initiative. |
| Work notes | Any notes that you want to add to the improvement initiative \(these notes are not customer visible\). |
- Save the improvement initiative.
Parent Topic:Work with solution data in Digital Portfolio Management