Apply the CSDM guidelines to Digital Portfolio Management

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Apply the CSDM Guidelines to Digital Portfolio Management

    Digital Portfolio Management (DPM) leverages the Common Service Data Model (CSDM) framework to unify service-related data into a single view. This integration allows businesses to organize service data logically, providing insights into both owned and non-owned services that impact operations.

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    Key Features

    • Service Portfolio Display: DPM showcases both the phase and status fields for business and technology management services, sourced from the service table [cmdbciservice].
    • Label Changes: In the Australia release and onward, terminology in the [cmdbciservicetechnical] and [serviceoffering] tables is updated to align with CSDM version 5, changing "technology management service" to "Technology Management Service" and similar for offerings.
    • Lifecycle Mapping: The transition from traditional Service Portfolio Management to CSDM is clarified through a comparison of phase and status fields, showcasing how these terms evolve through various lifecycle stages.

    Key Outcomes

    By applying CSDM guidelines, customers can ensure accurate data representation in DPM through established CSDM relationships. This setup enhances visibility and management of service data, essential for informed decision-making and operational efficiency.

    Service data relates to each other using different applications and in different ways. Digital Portfolio Management (DPM) references the Common Service Data Model (CSDM) framework to bring service-related data together in a single view.

    DPM enables you to organize service data in logical sequences that make sense for your business. You can see details about your own services as well as services that you don't own but may impact your business.
    Tip:
    For CSDM set-up information, see Implementing the CSDM framework in stages.

    Personal portfolios and CSDM

    See how DPM aligns with the CSDM framework to provide a holistic view of your IT landscape.
    Figure 1. DPM and CSDM
    DPM-and-CSDM.

    CSDM life-cycle fields for business and technology management services

    Service portfolios viewed in DPM display the phase (or stage) field and the status field in the header of each business and technology management service and service offering. The field values come from the service table [cmdb_ci_service].
    Important:
    For the Australia release and later, the labels for the items in the [cmdb_ci_service_technical] table and [service_offering] table are Technology Management Service and Technology Management Service Offering, respectively. The label changes align with the CSDM, version 5. Prior to the Australia release, the labels are technology management service and technology management service Offering.

    The following comparison shows the differences from the traditional Service Portfolio Management phase and status fields to the CSDM life-cycle stage and status fields.

    These fields also display when you use the Performance Analytics (PA) indicators.
    Table 1. Service table [cmdb_ci_service] mapping of Service Portfolio Management and CSDM
    Service Portfolio Management Phase and Status field names CSDM life-cycle Stage and life-cycle Status field names
    Pipeline | Requirements Ideation | Under evaluation
    Pipeline | Definition Ideation | Under evaluation
    Pipeline | Analysis Ideation | Under evaluation
    Pipeline | Approved Ideation | Under evaluation
    Pipeline| Chartered Design | Chartered
    Catalog| Design Design | Design
    Catalog | Development Design | Design
    Catalog | Build/Test/Release Deploy | Test
    Catalog | Operational Operational | In-use
    Catalog | Retiring Operational | Pending Retirement
    Retired | Retired End of life | Retired
    Retired | Obsolete End of life | Obsolete

    CSDM relationships in DPM

    To confirm that you see the data that you want in DPM, you must establish the correct CSDM relationships.

    How you establish relationships between your solutions and configuration items (CIs) varies depending on your situation. For more information, see CI relationships in the CSDM.