Manage the CSDM life cycle fields in Service Portfolio Management

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: portfolio_admin or service_editor

    Por Que e Quando Desempenhar Esta Tarefa

    Figura 1. Taxonomy node CSDM life cycle stages for service portfolios
    Life cycle stages.
    Stage Status
    Ideation
    • Draft
    • Under evaluation
    Operational
    • In Use
    • Published
    • Pending retirement
    End of Life
    • Retired
    • Canceled
    Nota:
    An end of life state would never be set to Expired.

    Procedimento

    1. Navigate to All > Service Portfolio Management > Taxonomy nodes.
      Use the Service Portfolio view.
    2. Open the taxonomy node that you want to activate the CSDM life-cycle fields.
    3. 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.