Configure TRM phases

Australia Enterprise Architecture

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australia
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Australia Enterprise Architecture
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Technology
  • Enterprise Architecture
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  • Manage application categories
  • Manage application category groups
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  • Manage TRM phases
  • Manage TRM categories
  • Manage information data domains
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  • Exploring a business portfolio
  • Gantt view of TPM and TRM lifecycle timelines
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  • Digital integration management data model
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  • Exploring data domains
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  • Exploring the AI Portfolio
  • Exploring the AI Portfolio tab on the Enterprise Architecture Workspace dashboard
  • Manage your entities
  • Exploring total cost of ownership (TCO) in Enterprise Architecture Workspace
  • Manage application total cost of ownership (TCO) in Enterprise Architecture Workspace
  • Exploring Technology Portfolio view
  • Manage the Technology Reference Model in Enterprise Architecture Workspace
  • Manage TRM technical debt
  • TRM Technical Debt calculation in Enterprise Architecture Workspace
  • Work with TRM lifecycle with wildcard
  • Manage the Technology Portfolio Management (TPM) in Enterprise Architecture Workspace
  • Working with technology portfolio audit details
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  • Install Enterprise Architecture Workspace
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  • Enterprise Architecture and CSDM framework
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  • Personalize the Enterprise Architecture Workspace home page
  • Show or hide sections on the home page of the EA Workspace
  • Create a configuration for the Overview section
  • Create a configuration for the Health or Insights section
  • Configure EA Workspace using the Setup page
  • Configure application categories
  • Add or edit an application category
  • Configure application category groups
  • Add or edit an application category group
  • Configure application families
  • Add or edit an application family
  • Configure indicators
  • Add or edit an application indicator
  • Add or edit a capability indicator
  • Activate or turn off an application or capability indicator
  • Configure scoring profiles
  • Add or edit a scoring profile
  • Attach profile indicator
  • Regenerate scoring profile indicator scores on-demand in Enterprise Architecture Workspace
  • Configure TRM phases
  • Add or edit a TRM phase
  • Configure TRM categories
  • Add or edit a TRM category
  • Configure information data domains
  • Add or edit an information data domain
  • Configure architectural artifact categories
  • Add or edit an architectural artifact category
  • Configure demand actions
  • Add or edit a demand action
  • Configure Enterprise Modeling and Visualization
  • Show or hide shapes in diagrams
  • Add or edit a shape library
  • Add a shape library element
  • Create diagram action
  • Edit a modeling configuration
  • Add or edit an entity
  • Add or update shape icon for an entity
  • Add or edit a relationship
  • Configure application total cost of ownership (TCO) in Enterprise Architecture Workspace
  • Install the Application Total Cost of Ownership (TCO) plugin
  • Create a source for an Application TCO
  • Create a TCO source cost type
  • Create a cost type for Application TCO in Enterprise Architecture Workspace
  • Set system property to define fiscal period
  • Configure certification policies
  • Import certification schedules in to Data Manager
  • Publish a draft Data Manager policy
  • Add or edit a certification policy
  • Configure Technology Portfolio Management
  • Activate the Technology Portfolio Management (TPM) plugin
  • Tables installed with TPM in the EA Workspace
  • Business rules for TPM in EA Workspace
  • Scheduled jobs for TPM in the EA Workspace
  • Configure Technology Reference Model
  • Install the Technology Reference Model (TRM) Model plugin
  • Managing Enterprise Architecture Workspace
  • Working with Enterprise Architecture workspace home page
  • View or update your TRM requests
  • Approve or reject TRM requests
  • Apply filters to the Portfolio Overview and Health section
  • Working with Dashboards
  • View the performance of applications using the Application Assessments dashboard
  • Monitor performance in Application 360 dashboard
  • Working with the business portfolio module
  • Add a business capability
  • Create a demand towards achievement of a capability
  • Update the hierarchy of a business capability
  • Create a sub-capability
  • Assign a business application
  • Unassign a business application from a capability
  • Delete a capability from the hierarchy
  • View a roadmap of a business capability
  • Export business portfolio data to Excel or CSV
  • Working with application rationalization
  • Use bubble chart view
  • Analyze applications using the bubble chart
  • Create a demand using the bubble chart
  • Set the planned disposition of a business application
  • Add business application lifecycle data
  • Edit business application details in bubble chart view
  • Update system property to change bubble chart display limit
  • Use case: How indicator scores appear on the bubble chart
  • Use list view
  • Create a demand using the list view
  • Set the planned disposition of a business application
  • Add business application lifecycle data using the list view
  • Edit business application details in list view
  • Edit a demand associated with a business application
  • Edit a project associated with a business application
  • Export application rationalization data to Excel or CSV
  • Apply filters on the Application Rationalization page
  • Working with Technology Portfolio Management (TPM) in EA Workspace
  • Filter software results using an encoded query in TPM
  • TPM Lifecycle data
  • Restart scheduled job
  • View technology lifecycle details
  • View TPM risk details
  • Update system property
  • View technology portfolio audit risk details
  • Update verification status of TPM audit details
  • View TPM logs
  • Run a scheduled job to populate TPM lifecycle record identifier
  • Run a scheduled job to generate TPM lifecycle data
  • Schedule a job to generate TPM technology risk
  • Working with Technology Reference Model (TRM) in EA Workspace
  • View all TRM phases
  • View all TRM categories
  • View all TRM products grouped by product category
  • View all TRM products
  • Request a TRM product
  • Request a TRM product lifecycle
  • Add a TRM product in Enterprise Architecture Workspace
  • Associate an Architectural Artifact to a TRM product
  • Add a TRM product lifecycle
  • View product capabilities associated with a Technology Reference Model product
  • Create product capabilities and associate it with a Technology Reference Model product
  • Add an existing product capability to a Technology Reference Model product
  • Remove product capabilities
  • View business applications associated with a Technology Reference Model product
  • Create and associate a business application
  • Add an existing business application to a Technology Reference Model product
  • Remove business applications associated with a Technology Reference Model product
  • View TRM technical debts
  • Run a scheduled job to update TRM technical debt data in EA Workspace
  • Run a job to sync TRM product names
  • Export Technology Reference Model product category data to Excel or CSV
  • Working with Gantt chart views in EA Workspace
  • View TPM and TRM lifecycle timelines on the Gantt chart
  • Working with Enterprise Modeling and Visualization
  • View all shape libraries
  • View configuration for Enterprise Architecture Workspace
  • View all entities
  • View relationships configurations
  • Show shape controls without hovering
  • Create a blank diagram using modeling in the EA Workspace
  • Set shape connector properties
  • Add labels to connector lines between shapes in a diagram
  • Working with business capability map
  • Create a diagram for a business capability map
  • Update a business capability map
  • Add business capability or business application
  • Working with business hierarchy map
  • Create diagram for a business hierarchy map
  • Update a business application hierarchy map
  • Working with business process map
  • Create a diagram for a business process map
  • Update a business process map
  • Modify BPMN diagram details
  • Working with ArchiMate Shapes
  • Create diagram using ArchiMate shapes and add relationships
  • Working with Amazon Web Services (AWS) shapes
  • Create a diagram using AWS shapes
  • Working with CSDM shapes
  • Create a diagram using CSDM shapes
  • Working with custom shapes
  • Storing shapes or images to the database
  • Create a diagram action for a custom shape
  • Add a custom shape library
  • Add a shape library element for a custom shape
  • Custom shapes example
  • Convert a shape to a group shape
  • Expand or collapse a group shape
  • Download a modeling diagram as an image
  • Reorder shapes categories
  • Align and distribute shapes in a modeling diagram
  • Replace a shape in a diagram
  • Show or hide shapes panel
  • Switch to list or grid view of shapes panel
  • Search shapes in a diagram
  • Add related records in the modeling diagram
  • Share a modeling diagram
  • Commit diagram changes
  • Save as a version
  • Add or edit diagram version details
  • Duplicate a modeling diagram
  • Submit a modeling diagram for approval
  • Synchronize a shape to the database
  • Approve or reject a modeling diagram request
  • Delete a shape
  • Delete Enterprise Modeling and Visualization diagrams
  • Generate a document from a diagram
  • View documents for a diagram
  • Working with data certification
  • Create a certification policy
  • Edit a certification policy
  • View certification policy
  • Publish a certification policy
  • Run certification for a policy
  • Data certification task notifications
  • Track progress of a certification policy
  • Review and certify data certification tasks
  • Activate a certification policy
  • Deactivate a certification policy
  • Delete a certification policy
  • Working with architecture analyzer
  • Create an exploration in the architecture analyzer
  • Working with Portfolio list view
  • Create my list
  • Using business architecture
  • Manage business units
  • View all business units
  • Add or edit a business unit
  • Manage departments
  • View all departments
  • Add or edit a department
  • Add a user to a department
  • Manage goals
  • View all goals
  • Add or edit a goal
  • Add a quantitative target to a goal
  • Add a qualitative target to a goal
  • Create a sub-goal
  • Manage value streams
  • View value streams details
  • Add or edit a value stream
  • Add value stream stages to a value stream
  • Associate an application model to a value stream
  • Manage value stream stages
  • View value stream stage details
  • Add or edit a value stream stage
  • Add or remove a business process from a value stream stage
  • Add or remove a business capability from a value stream stage
  • Manage business capabilities
  • View all business capabilities on the Portfolio page
  • Add or edit a business capability from the Portfolio page
  • Create a sub-capability from the Portfolio page
  • Create a Lucidchart diagram
  • Manage architectural artifacts
  • View value stream stages associated with a business capability
  • Manage business processes
  • View all business processes
  • Add or edit a business process
  • Manage architectural artifacts of a business process
  • View value stream stages associated with a business process
  • Manage demands
  • View all demands
  • Add or edit a demand
  • Working with an application portfolio
  • View all business applications
  • Add or edit a business application
  • View business capabilities associated with a business application
  • Associate business capabilities
  • Remove business capabilities associated with a business application
  • Create diagram for a business application
  • Create a Lucidchart diagram for a business application
  • Open business application form in Core UI from EA Workspace
  • Associate AI System
  • View AI system details from a business application
  • Remove an AI system from a business application
  • View a unified map for a business application
  • View the unified map for a business application in Enterprise Modeling and Visualization
  • View roadmap of a business application
  • View product capabilities associated with a business application
  • Create and associate product capability with a business application
  • Add an existing product capability to a business application
  • Remove product capabilities
  • Associate information objects
  • View architectural artifacts associated with a business application
  • Associate architectural arifacts
  • Link architectural artifact to a business application
  • Remove architectural artifacts associated with a business application
  • View Technology Reference Model products associated with business applications
  • Create and associate TRM product with a business application
  • Associate TRM products
  • Remove TRM products associated with business applications
  • Working with product capabilities
  • View all product capabilities
  • Add or edit a product capability
  • View all application services
  • Add or edit an application service in the Enterprise Architecture Workspace
  • Generate Model ID
  • Working with information portfolio
  • Manage data domains
  • View all data domains
  • Add or edit a data domain from the Portfolio page
  • Manage information objects
  • View all information objects
  • Add or edit an information object
  • Manage architectural artifacts
  • View all architectural artifact categories
  • View all architectural artifacts
  • Create or edit an architectural artifact from Portfolio page
  • Add a related entity to an architectural artifact
  • Share an architectural artifact with users or groups
  • Manage access to architectural artifacts
  • Request approval
  • Download an architectural artifact version
  • Delete an architectural artifact version
  • Manage architectural decision records (ADR)
  • Add or edit an architectural decision record (ADR)
  • Create and manage pages and subpages
  • Tag users or records in Architectural Decision Records
  • Update system property to reference additional records
  • Add an architectural decision record version
  • Request approval
  • Manage architectural documents
  • View all architectural documents
  • Create an architectural document
  • Edit artifact content of an architectural document
  • Edit an architectural document details
  • Add a related entity to an architectural document
  • Manage artifact content
  • Delete an architectural document
  • Working with AI Portfolio
  • View all AI system digital assets
  • View all AI model digital assets
  • View all AI dataset digital assets
  • View all AI Prompt Digital Assets
  • View all AI System Product Models
  • View all AI Model Product Models
  • View all AI Dataset Product Models
  • View all AI Prompt Product Models
  • Working with your entities
  • View your business capabilities
  • Add or edit your business capabilities
  • View your business processes
  • Add or edit your business processes
  • View your business applications
  • Add or edit your business applications
  • View your application services
  • Add or edit your application services
  • View your information objects
  • Add or edit your information objects
  • View your architectural artifacts
  • Add or edit your architectural artifacts
  • View your TRM products
  • Add or edit your TRM products
  • View your digital integrations
  • Add or edit your digital integrations
  • View your digital interfaces
  • Add or edit your digital interfaces
  • Working with application Total Cost of Ownership (TCO)
  • View all total cost of ownership records
  • Add or edit a total cost of ownership record
  • Working with digital integration management in Enterprise Architecture Workspace
  • Working with digital integrations
  • View all digital integrations
  • Add or edit
  • Manage architectural artifacts of a digital integration in EA Workspace
  • Associate an information object to a digital integration
  • Example: Provider and subscriber with data flow directions
  • Working with digital interfaces
  • View all digital interfaces
  • Add or edit a digital interface in the EA Workspace
  • Connect a digital interface with the CMDB API in the EA Workspace
  • Manage architectural artifacts
  • Relate an SDLC component to a digital interface
  • Relate an information object to a digital interface
  • Relate credentials to a digital interface
  • Working with the publishing center
  • Published TRM catalog experience
  • Create a configuration to publish TRM data
  • Edit a published TRM catalog configuration
  • Associate a portal with a knowledge base
  • Automatic synchronization of published TRM catalogs
  • Publish a TRM catalog to the knowledge base
  • Republish a TRM catalog after updates
  • View publishing status and run log
  • Access the published TRM catalog knowledge base
  • Understanding the publishing results and knowledge base output
  • AI Search on the TRM catalog
  • Index previously published TRM catalog records for AI Search
  • Retire or archive a published TRM catalog
  • Working with the Setup page
  • View all application categories
  • View all application category groups
  • View all application families
  • Working with indicators
  • View all capability indicators
  • View all application indicators
  • Regenerate application indicator scores on-demand in Enterprise Architecture Workspace
  • Regenerate capability indicator scores on-demand in Enterprise Architecture Workspace
  • View all scoring profiles
  • View information data domains
  • View all demand-actions
  • View all certification policies
  • Working with the document templates
  • View all document templates
  • Create a document template
  • Export document templates
  • Integrating Enterprise Architecture Workspace with other applications
  • Enterprise Architecture Workspace integration with Lucidchart
  • Enterprise Architecture Workspace reference
  • Components installed with Enterprise Architecture Workspace
  • Create diagram for a business capability form
  • Create TRM product request form
  • Request TRM product form
  • Create TRM product form
  • Create TRM product lifecycle form
  • Request TRM product lifecycle form
  • TRM technical debt form
  • TRM Phase form
  • Technology portfolio audit form
  • Create profile indicator form
  • Create a sub-capability form
  • Create information object form
  • Create business capability form
  • Digital integration form (easy form) in EA Workspace
  • Digital integration form in EA Workspace
  • Create demand form
  • Business application form
  • Architectural artifact form
  • Share architectural artifacts form
  • Application model life-cycle details form
  • Business application form
  • Create product capability form
  • Demand form
  • Demand Actions Form
  • Create demand form
  • Edit a project form
  • Digital interface form
  • Digital interface to API form
  • Create business process form
  • Application service form
  • Total cost of ownership form
  • Create a business unit form
  • Create department form
  • Create user form
  • Create goal form
  • Create target form
  • Create architectural artifact version form
  • Create value stream to process form
  • Create application model form
  • Create value stream stage form
  • Create application category form
  • Create application category group form
  • Create application family form
  • Create indicator form
  • Create scoring profile form
  • Certification schedule form in Enterprise Architecture Workspace
  • Shape library form
  • Modeling configuration form
  • Entity configuration form
  • Relationship configuration form
  • Add relationship form
  • Digital interface SDLC component form
  • Digital interface information object form
  • Digital interface credentials form
  • Edit version detail form
  • Create a business capability map form
  • Create a business hierarchy map form
  • Create architectural artifact form
  • Create related entities form
  • Create diagram action form
  • Image form
  • Certification policy form in Enterprise Architecture Workspace
  • Shape library element form
  • Create a business process map form
  • Create value stream form
  • Create diagram form for a business application
  • General information form
  • Options form
  • Schedule form
  • Data filter form
  • Create publishing configuration form
  • Create a portal knowledge base form
  • Document template form
  • Data Domain form
  • Filter conditions
  • Architectural category form
  • Data Domain form
  • TRM Category form
  • Now Assist for Enterprise Architecture (EA)
  • Explore
  • Enterprise Architecture query agent
  • Business process map diagrams from images
  • Supporting information for Now Assist for Enterprise Architecture (EA)
  • Configure
  • Now Assist access roles
  • Configure AI Data Explorer and Query Generation skills
  • Enable Knowledge Graph system properties for the Enterprise Architecture query agent
  • Use Now Assist
  • Use Enterprise Architecture query agent
  • Create business process map diagram from image using Now Assist
  • Review Now Assist-generated business process map diagram
  • Generate a summary for Architectural Decision Records (ADRs)
  • Elaborate or shorten content in the Architectural Decision Records (ADRs)
  • Generate insights into business applications
  • Compare Enterprise Modeling and Visualization diagrams
  • Elaborate or shorten content in form fields
  • Generate insights for Enterprise Architecture Workspace dashboard widgets
  • Register a business application by using the conversational experience
  • Register a digital integration by using the conversational experience
  • Using AI agent agentic workflow in Now Assist for Enterprise Architecture (EA)
  • Generate enterprise architecture diagram agentic workflow
  • Now Assist for Enterprise Architecture reference

Configure TRM phases

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • A Technology Reference Model (TRM) phase represents the status of the application, that is whether the application is approved for use, being evaluated or being scheduled for divestment.

    You can add a new TRM phase on edit an existing one.

    • Add or edit a TRM phase
      Define your own TRM phase for the TRM products.
    Related concepts
    • Manage TRM phases
    • Working with Technology Reference Model (TRM) in EA Workspace
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