Roles for Digital Portfolio Management

Several types of components are installed with Digital Portfolio Management (DPM) when you activate the application from the ServiceNow® ServiceNow Store. DPM has two roles - admin and user.

Roles installed with DPM

There are two roles for DPM.

The DPM admin [sn_dpm.dpm_admin] role configures the DPM Workspace for users. The DPM admin role can create, retrieve, update, and delete (CRUD) all personal portfolios created by anyone. The DPM admin role can also assign the DPM manager role to groups so a personal portfolio owner can select groups to view or edit personal portfolios.
The DPM manager [sn_dpm.dpm_manager] role is the end user of the DPM Workspace. The DPM manager role can only CRUD personal portfolios that they create.

See the following table for information about each role.

Role title \[name\]

Description

Contains roles

DPM admin \[sn\_dpm.dpm\_admin\]

View all DPM system properties and admin pages.
Update all DPM system properties.

Note: The DPM Admin role can't CRUD service portfolios unless they have the appropriate service portfolio admin or manager roles from Service Portfolio Management.

Use Key performance indicator (KPI) functions:
View KPI group tables for KPI groups and KPI group mappings.
Create KPI groups.
Update and delete all KPI groups.
Map KPI groups.

sn_dpm.dpm_manager
sn_ep.enterprise_portfolio_admin (can CRUD enterprise portfolios that are created using the enterprise portfolio tables).

Important: The DPM admin only gets this role if you install the enterprise portfolio plugin. After you install the plugin:

The DPM admin role inherits the enterprise portfolio admin role.
The DPM manager role inherits the enterprise portfolio viewer role.

DPM Manager \[sn\_dpm.dpm\_manager\]

Retrieve and update personal portfolios that they’re editors of.
Retrieve personal portfolios that they’re viewers of.
Read all available data in the DPM Workspace.
Create demands.
Create Continual Improvement Management (CIM) items.
Update roadmaps.
View KPIs in the DPM Workspace.

Note: The DPM manager can't view or map KPI groups in the ServiceNow AI Platform but users with the service_editor, service_admin, or service_author roles can map KPI groups to their services.

Functions that the DPM manager can't do:
Edit services, offerings, business applications, or service instances.
Edit and update relationships to services, offerings, business applications, or service instances.
Create or edit a service in Service Builder.

Note: Service Builder buttons are hidden for the DPM manager role unless the user has the correct role that provides edit access to a particular solution.

- sn\_devops.viewer - cmdb\_read - sn\_team\_perf.team\_performance\_user - service\_viewer - sn\_ep.enterprise\_portfolio\_viewer

Assign the DPM manager role to groups

To edit a personal portfolio, a group must have the DPM manager role.

To assign the DPM manager role to a group, the admin does the following:

Enter dpm_personal_portfolio.list in the Filter navigator.
Open the personal portfolio record that you want to assign the DPM manager role.
Select Edit user groups, and then search for the user groups to add to the DPM manager role.
Repeat the previous step for View user groups if you want to add the DPM manager role to the groups that view personal portfolios.
Select Update.

Tables installed with DPM

Table	Description
dpm_available_item_type	Stores records for each type in a personal portfolio.
dpm_navigation_history	Stores records for navigating each type in a personal portfolio.
dpm_personal_portfolio	Stores records for each created personal portfolio.
dpm_personal_portfolio_item	Stores records for all types that are in a personal portfolio.
dpm_unified_backlog	Stores records for backlog information in a personal portfolio.
sn_dpm_kpi_group_m2m_spm_nodes	Stores records for key performance indicator (KPI) group nodes from Service Portfolio Management.
sn_team_perf_kpi_group	Stores records for KPIs, a PA indicator, and data visualization properties.

Parent Topic:Digital Portfolio Management reference

Related topics

Activate Digital Portfolio Management