Create taxonomy nodes in Service Portfolio Management

Create an unlimited number of nodes, or branches, and add them to your service portfolio taxonomy layers. By configuring taxonomy nodes, you can successfully achieve a highly detailed and organized service portfolio containing multiple elemental layers—from general to specific.

Before you begin

Role required: portfolio_admin

About this task

Add new nodes as needed and edit existing nodes, as well as reparent nodes or delete nodes. You can reparent a node to another node at the same taxonomy layer.

In Service Portfolio Management, taxonomy nodes typically represent service types within the configured taxonomy layers. These types act as containers for child nodes or services. Examples for an IT services portfolio could include the following taxonomy nodes:

• Data Center Management
• Hardware Support
• Software Management

If the Service Portfolio Management Taxonomy Content Pack [com.snc.spm.content] plugin sample data is activated on your instance, review the provided taxonomy data to gain an understanding of how to best define your taxonomy layers. Refer to Activate Service Portfolio Management Sample Content Pack for more details.

Procedure

1. Navigate to Service Portfolio Management > Taxonomy Nodes and select New.
   To edit an existing taxonomy node, select the name of the taxonomy node to open the form. Change any of the form field data as needed. To delete an existing node, select Delete.
2. Fill in or edit the form fields.

   Table 1. Taxonomy Node

   Field	Description
   Name	Unique name that defines the purpose of the node.
   Short description	Brief detail about the taxonomy node purpose.
   Description	In-depth details about the node.
   Service portfolio	Service portfolio this taxonomy node is associated with.
   Taxonomy layer	Taxonomy layer this node is associated with.
   Parent	Taxonomy node to which the taxonomy node is associated. Use this form field to reparent a node at the same taxonomy level.
   Owned by	Owner of the taxonomy node.
   Valid from	The date the taxonomy code is valid.
   Valid to	The date the taxonomy code is no longer valid.
   Performance score Note: Appears with a Service Owner Workspace subscription.	Most recent performance score for this node. The performance score is calculated by a nightly script. Note: Only an admin can change the score, if necessary.

3. Submit your taxonomy node.
   Alternatively, you can select Update after editing an existing taxonomy node.
4. Edit or define the taxonomy node weights.
   If available, select the Edit Weights related link to edit existing child service weights or child node weights. Alternatively, you can navigate to Service Portfolio Management > Taxonomy Nodes and find a node in the list. Select to open the form.

   Note:

   The Edit Weights related link appears with a Service Owner Workspace subscription. Weight values for associated child nodes are specified at the service offering level via the Edit Metric Weights related link on the Service Offering form.
5. Specify weight values for each associated child node.
   Total weight must equal 100 percent. For more information on weights and specifying weight values, refer to Service Owner Workspace performance metrics.
6. Review the related list records.
   Depending on the type of node, whether it is a leaf node or a non-leaf node, related lists display the following associated data.

   Option	Description
   Taxonomy Nodes	List of all associated child nodes. You can edit an existing child node by selecting a Taxonomy Node name. Create a new child node by clicking New and completing the Taxonomy Node form.
   Services	List of all associated services shown for leaf nodes. Edit the list by selecting Edit and making changes to the form. You can select a service in the Related List to modify and update. Create a new associated service by clicking New and completing the Service form. Refer to Create a service in Service Portfolio Management.