Manage the CSDM life cycle fields in Service Portfolio Management
Manage the CSDM life cycle fields for the taxonomy nodes of your service portfolios. You can also use the Active check box to display or hide the life cycle fields in the Digital Portfolio Management (DPM) Workspace.
Before you begin
Role required: portfolio_admin or service_editor
About this task
Image omitted: spm2-lifecycle-fields.png
Life cycle stages.
Life cycle stages.
| Stage | Status |
|---|---|
| Ideation | - Draft - Under evaluation |
| Operational | - In Use - Published - Pending retirement |
| End of Life |
Note: An end of life state would never be set to Expired. |
Procedure
Navigate to All > Service Portfolio Management > Taxonomy nodes.
Use the Service Portfolio view.
Open the taxonomy node that you want to activate the CSDM life-cycle fields.
Enter or update the following fields.
| Field | Description |
|---|---|
| Lifecycle stage | The stage of the life cycle for the taxonomy node. The stages could be Ideation, Operational, or End of Life. |
| Lifecycle stage status | The status of the life cycle for the taxonomy node. The system offers many options but a few of the most common are Draft, Design, In Use, On Hold, and Available. |
| Active check box | The Active check box determines if the portfolio is displayed in the DPM Workspace. The check box is active (checked) by default but you can clear it anytime. |
Parent Topic:Edit and manage service portfolios in Service Portfolio Management