CSDM and ITBM - How to connect project portfolios

[jesjuar]

Hi all,

In my IT organization there are a few portfolios that are in use to organize services but also the projects related to those services. Portfolio owners need to see all their stuff easily, which means they need to have a clear view of their services, but also of the demands/projects related to their services. For instance, let's imagine we have a portfolio (spm_service_portfolio) called Security, with a few Services (cmdb_ci_service), including Security Review. This Security Review service has some supporting applications (cmdb_ci_service_discovered). When we start a new demand or project for any of these applications, we want to be able to see them under the portfolio Security.

I have read all CSDM documentation and played with the classes and domains, but I do not see any connection between the ITBM application and the Service Portfolios, only to the Business domain through the business capabilities and business applications fields on the project form. Moreover, Demands and Projects can be organized using Portfolios (pm_portfolio), but they are not connected to CSDM at all. Is there any recommended way to connect them, or they supposed to be totally independent? I don't like the idea of maintaining Service Portfolios and Project Portfolios in parallel, but right now I do not see any good option. We do not need a separate categorization for Project Portfolios, we would need to use the Service Portfolios we have today.

Currently we are using Service and Technical CSDM domains, but not Business domain.

Thanks!

[Stig Brandt]

If I understand your questions correct , you want to be able to see demand for a security application in the security portfolio:

On the demand you can add portfolios, programs and business applications it covers - as seen in below screen shot.

[jesjuar]

Thanks for your reply. That portfolio field you highlight in your screenshot it's a link to the Project Portfolio table (pm_project) and it does not have any connection to the Service Portfolio (spm_service_portfolio). Business Applications and Business Capabilities are part of the CSDM Business Domain, which we are not using today. I still do not see how to connect ITBM to Service portfolios to support our current model. It must be common to have general portfolios consisting in services and the related projects.

[CasperJT]

ServiceNow would likely recommend establishing your Business Applications (as part of the crawl stage of the CSDM).

Connecting your Business Applications with your Applications Services will create a relationship from Portfolio -> Service -> Offering -> Application Service <- Business Application.

Once you have this hierarchy you should be able to use the CMDB Query Builder to generate a list of Demands related to your Security Portfolio.

Alternatively you need to configure your form to contain a reference to one of the tables in the hierarchy that you have (Portfolio, Service, Offering or CI) and build your query from that.

Br.

Casper