Manage the CSDM life cycle fields in Service Portfolio Management

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.

Before you begin

Role required: portfolio_admin or service_editor

About this task

Figure 1. Taxonomy node CSDM life cycle stages for service portfolios

Stage	Status
Ideation	Draft Under evaluation
Operational	In Use Published Pending retirement
End of Life	Retired Canceled Note: An end of life state would never be set to Expired.

Procedure

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.