Exploring Service Portfolio Management
The Service Portfolio Management application enables you to document and manage your services, service offerings, and portfolios using a standardized, structured format.
Service Portfolio Management overview
The Service Portfolio Management application enables you to create, organize, and manage portfolios of IT services. It optimizes the value of services and reduces their costs to help you to streamline your IT business operations and meet customer demands. A service portfolio includes information related to the organization of services and data about each service, including status and related items.
Service portfolios typically have three phases:
- Service pipeline: Services that aren't yet operational or available for use. These services are typically proposed or services in review for suitability. In this phase, you can analyze and manage the future growth and time line for each service.
- Service catalog: Services that are operational and available for use, as well as design and development. These services typically have representation in a request catalog.
- Retired services: Services that are no longer operational or available for use. These services can include essential historical information.
Service Portfolio Management users
The following table presents the most common users for Service Portfolio Management. For more information about core roles and tables, see Installed with Service Portfolio Management.
| User | Description |
|---|---|
| Portfolio admin | Set up, create, edit, and delete services and service portfolios. Manage portfolios including related commitments and availability. Update taxonomy nodes, services, service offerings, and reparent services. |
| Portfolio editor | Edit and delete services and service portfolios. Update portfolios, taxonomy nodes, services, service offerings, and reparent services. |
| Portfolio viewer | View portfolios, taxonomy nodes, services, and service offerings. |
| Service admin | Set up, create, edit, and delete services and service offerings. |
| Service editor | Edit services and service offerings that they own or are a delegate of. |
| Service viewer | View all service portfolios, services, and service offerings. |
Service Portfolio Management workflow
Depending on your role, you can use Service Portfolio Management for a variety of use cases.
Service Portfolio Management overview.
- Portfolio admins create service portfolios, services, and service offerings. Portfolio admins can also use the ServiceNow® Service Builder application to create and edit services and service offerings.
- Portfolio editors and service editors create, add, and assign roles to service offerings. Portfolio editors and service editors can also log outages, assess availability commitment results, assess service level agreements (SLA) commitment results, and identify service impacts from dependencies.
- Portfolio viewers and service viewers can view service portfolios, services, and service offerings in both Service Portfolio Management and in Service Builder.
Service Portfolio Management benefits
The Service Portfolio Management application provides several benefits to help you organize services and other solutions.
| Benefit | Feature | Users |
|---|---|---|
| Create and manage service portfolios and add services and offerings to the portfolios. | Create portfolios in Service Portfolio Management | Portfolio admin |
| Create and manage the overall portfolio taxonomy, including service nodes. | Service Portfolio Management taxonomy | Portfolio admin |
| Create taxonomy nodes | Create taxonomy nodes | Portfolio admin |
| Create services | Create a service in Service Portfolio Management | Portfolio admin and service editor |
| Create service offerings, commitments, assign support teams to a service offering, and subscribe users. | Service offerings in Service Portfolio Management | Portfolio admin to create service offerings. Service editor to add commitments to an offering, assign multiple support teams, and subscribe users. |
| Log outages | Log outages in Service Portfolio Management | Service editor |
| View availability results | View availability results in Service Portfolio Management | All Service Portfolio Management roles |
| Set the time zone for availability results | Set the time zone for availability results in Service Portfolio Management | Portfolio admin |
| Integrates with the Common Service Data Model \(CSDM\) | Applying the CSDM guidelines to Service Portfolio Management | Admin |
What to explore next
To learn more about configuring and using Service Portfolio Management, see:
- Configuring Service Portfolio Management
- Using Service Portfolio Management
Use Service Portfolio Management services
Configure IT services within your portfolios to add the most value to your organization. The IT services defined in your portfolios may, or may not be, aligned to an application. IT services defined in your portfolios may, or may not be, represented in a request catalog.- Service Portfolio Management portfolios
A service portfolio presents an overall top-level view of your currently available services, possible future services, and services that existed in the past. Evaluate the impact that services have on your business and manage them in a single portfolio or multiple portfolios with unique taxonomy structures, owners, and market scope.
Parent Topic:Service Portfolio Management