Create a service in Service Builder

  • Release version: Washingtondc
  • Updated August 6, 2024
  • 3 minutes to read

    • Create a service in Service Builder to model, map, and document your own business and technical services and offerings that relate to your data in Service Portfolio Management.

    Before you begin

    Role required: service_admin, service_author, portfolio_admin, or portfolio_editor

    About this task

    The Service Builder framework offers you the option to create a business service or a technical service. Once you select the type of service that you want to create, the workflow guides you through the process of adding information in a logical order:
    1. Details
    2. Team
    3. Manage Offerings
    4. Review and Publish
    Tip:
    You can cancel out of creating a service anytime by selecting the Cancel button (next to the Save button). Also, to return to the home page at any time while creating or editing a service, select Home icon..

    Procedure

    1. Navigate to All > Service Portfolio Management > Service Builder.
    2. From the landing page, select the type of service that you want to create - Business or Technical.
    3. Review the Getting Started screen, and then select Continue.
    4. On the form, fill in the fields.
      Tip:
      When you check out a service that's already been created (to review or edit it), the word [DRAFT] displays in front of the service name. Once checked back in as saved, the service name doesn't have [DRAFT] in front of it.
    Table 1. Details form
    Field Description
    Service name Unique name that reflects the nature of the service. The name should be technology agnostic.
    Consumer type Definition of who the service is to be provided for.
    Portfolio A hierarchical categorization of services that enables you to organize your services and report on them at each level of the portfolio taxonomy.
    Node Taxonomy nodes enable you to organize and categorize services in your portfolio. Services can only be added to the lowest level taxonomy node of the portfolio.
    Lifecycle status

    The stage and status for the service that you're creating.

    If you have the CSDM Activation plugin installed [com.snc.cmdb.csdm.activation], then the CSDM compliant lifecycle fields display.

    If you don't have the plugin installed, then the legacy Service Portfolio Management phase and status fields display.

    For information on the different types of fields, see Apply the CSDM guidelines to Digital Portfolio Management.
    Description A concise description of your service to verify that it makes sense to the end user or consumer of the service.
    Business criticality Business criticality for the service:
    • 1 — most critical
    • 2 — somewhat critical
    • 3 — less critical
    • 4 —not critical
    Business need The business justification for the service. Some examples are how it reduces costs and how it increases employee productivity.
    1. Select the Team tab or Continue to Team.
    2. On the form, fill in the fields.
    Table 2. Team from
    Field Description
    Owned by Person accountable for the service and can edit this service at any time. This person is the service owner. Service owners must have the service_author role.
    Delegate Person that can edit this service and who can act on behalf of the service owner. Delegates must have the service_editor role.
    Delivery manager Person that has responsibility for the day-to-day management and delivery of this service.
    Business relationship manager Person that provides business requirements to the service owner. This person helps to define the vision, strategy, and desired outcomes for the service and works closely with the service owner.
    Business contact Person that contributes business requirements to the service, or who has a vested interest in the service performance.
    Vendor Vendor that may help deliver and support this service or may provide the required tooling or technology to deliver this service.
    Stakeholders Individuals that have a vested interest in this service.
    1. Select the Manage Offerings tab or Continue to Manage Offerings.
      The Manage Offerings tab displays those offerings that this service is provided for and how it’s provided to them. Here you can edit an offering or create a new offering. It contains tabs for the offering's details, team, operations, financials, and performance. A service must have at least one offering to be published. Select a tooltip (Information icon) to see a description for each tab's field entry.
    2. Select Continue to Review and Submit.
    3. Scroll down the page to review all your entries and if needed, make edits to any of your entries.
    4. Select Submit.