Portal (prior V4.4)

The UPM-X Portal provides a unified access point to UPM-X portfolios for stakeholders. It has two basic building blocks

  • Dashboards
  • Hierarchical or grouped portfolio information

Those two can be arranged in menu entries (‘groupings’) in the portal and made available to specific roles. Go to UPM-X Portal -> UPM-X Portal to open the portal in a new browser tab/window.

 

Dashboard View

UPMX_Portal_Usage_Dashboard

A – Click the menu button (‘burger’) to open the portal menu and see available entries.

B – Groupings in the menu that can contain dashboards and portfolios.

C – Portfolio ‘Business Applications’ in the grouping ‘Application Portfolio’.

D – Content area showing the selected content, in this case a dashboard.

E – Diagram embedded in a dashboard. These have all the capabilities and features of the UPM-X and ServiceNow dashboards. You can click to those to drill into the data.

 

Portfolio View

The portfolio view can show information for a specific portfolio in UPM-X and make it available in a hierarchical tree navigation to the users by grouping it by specific fields or relationships. This can be configured by your UPM-X administrator.

UPMX_Portal_Usage_Portfolio

A – Search bar to search through content of the hierarchy.

B – Grouping of Business Capabilities, in this case by ‘Business Criticality’.

C – Expanded value of the grouping – in this case the value ‘Vital’ of ‘Business Criticality’.

D – Expanded value in the hierarchy.

E – Expanded Capability ‘Human Resources Management’ with its neighbors.

F – Other grouping based on the relationship to Application.

G – List view showing a configurable list of items of the base class Business Criticality.

H – Related Links, e.g. to start UPM-X visualizations from the current selection in the list.

I – Button to minimize the tree view on the left when working with the list/form on the right.

 

The UPM-X portal provides a dedicated UI to present dashboards and hierarchical portfolio data to your stakeholders.

Go to UPM-X Portal -> Portal Definitions to start configuring the portal. To open the portal itself in a new tab, simply click on UPM-X Portal -> UPM-X Portal

Important: After creating the portal definitions, execute the scheduled job “ON DEMAND: UPM-X Create portal tree for existing definitions” to create the initial portal hierarchies

The following screen shows the overview when clicking ‘Portal Definitions’. All properties will be explained in the detail view.

852ab53-UPMX_Portal_Configuration_Portal_Definition_List-1920x730

A – Portal definitions are by default grouped by their grouping.

B – Click ‘New’ to start creating a new portal definition.

C – A portal definition for ‘Business Applications’ in the grouping ‘Application Portfolio’.

 
 

Portal Definition – Detail View

f6547da-UPMX_Portal_Configuration_Portal_Detail_View-1920x741

A – Grouping – this defines the menu group in which this portal definition will be grouped. To change the list of pre-configured values, change the choice values on the table level.

B – Label – this defines the name of the portal definition and menu entry.

C – Base Table – the base table to fetch portfolio data from. Not relevant for dashboards.

D – Get Element Name from – elements shown in the hierarchical navigation are displayed using this property (e.g. if you want to display an ID rather than the name).

E – Order – This determines the order in the navigation structure. Ordering will be alphabetical if left blank.

F – Icon – this allows for using custom icons for this entry. It is shown in the navigation and in the header of the portal when this item is active.

G – Hide Nav Bar – When activated this option hides the hierarchy navigation on the left, useful dashboards.

H – Form view – Allows to configure a specific form view that should be used in this portfolio definition.

I – Read Roles – Determines which roles are allowed to view this portfolio definition.

J – Expand Label – Here you can specify the label of a menu item (e.g. portfolio attribute or hierarchy definitions) that should be expanded by default when opening this portfolio definition

 
 

Portal Definition –Portfolio Attribute

8dc2118-UPMX_Portal_Configuration_Portal_Portfolio_Attribute-1920x629

A – Label – specifies the label display in the hierarchical navigation on the left.

B – Type of portfolio attribute definition. Only ‘group by’ available as of now.

C – Base table – needs to remain the same as the portfolio definition.

D – Portfolio Definition – the portfolio definition this portfolio attribute belongs to.

E – Filter – You can choose to filter elements from the base table shown by adding filter criteria here.

F – Active – The portfolio attribute can be set to inactive, which will hide it from the menu.

G – Order – This determines the order of the portfolio attributes and hierarchies of the portfolio definition. Ordering will be alphabetical if left blank.

H – Grouping method – Field or relationship. Select ‘field’ if you want to group by an attribute, e.g. a choice field, and ‘relationship’ if grouping by a relationship. You then need to select the related table and the field to show, e.g. name.

I – Field – Select the field on the base table by which the grouping should occur.

J – Rebuild Portal Hierarchy – Triggers a rebuilding of the portal hierarchy stored in a dedicated table. This is handled by a scheduled job, but can be triggered manually using this UI action, e.g. for testing.

 
 

Portal Definition – Custom Hierarchy Definition

245fb07-UPMX_Portal_Configuration_Portal_Portfolio_Custom_Hierarchy-1920x708

A – Label – specifies the label display in the hierarchical navigation on the left.

B – Order – specifies the order in the navigation. Ordering will be alphabetical if left blank.

C – Portfolio Definition – specifies the portfolio definition the customer hierarchy is created for.

D – Active – The custom hierarchy can be set to inactive, which will hide it from the menu.

E – Rebuild Portal Hierarchy – Triggers a rebuilding of the portal hierarchy stored in a dedicated table. This is handled by a scheduled job, but can be triggered manually using this UI action, e.g. for testing.

F – Custom Hierarchy – specifies the levels of the custom hierarchy.

 
 

Hierarchy Definition – Custom Hierarchy

82bd349-UPMX_Portal_Configuration_Portal_Portfolio_Custom_Hierarchy_2-1920x425

A – Label – specifies the label (not used in navigation).

B – Table – the base table for this level of the hierarchy.

C – Get Element Name from – elements shown in the hierarchy are displayed using this property (e.g. if you want to display an ID rather than the name).

D – Filter – You can choose to filter elements from the base table shown by adding filter criteria here.

E – Level – the level of the hierarchy this definition is for.

F – Custom Hierarchy Definition – specifies the custom hierarchy definition this entry belongs to.