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