Configure TRM phases

Zurich Enterprise Architecture (formerly Application Portfolio Management)
Release
zurich
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en-US
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Zurich Enterprise Architecture (formerly Application Portfolio Management)
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appportman
bundleId
appportman
workflow
Technology
  • Enterprise Architecture (formerly Application Portfolio Management)
  • Enterprise Architecture (formerly Application Portfolio Management)
  • Explore- Legacy
  • Installed with Enterprise Architecture - Legacy
  • Enterprise Architecture Portal - Legacy
  • Management of business applications - Legacy
  • Business application relationship with CIs - Legacy
  • Relate technology models to application service - Legacy
  • Application landscape dashboard - Legacy
  • Management of business capability - Legacy
  • Business capability planning - Legacy
  • Rationalization of applications - Legacy
  • Analyze applications by capability - Legacy
  • Categories in Group Analysis page - Legacy
  • Technology Portfolio Management - Legacy
  • Technology risk calculation - Legacy
  • Enterprise Architecture Cloud Assessment - Legacy
  • Architectural artifacts - Legacy
  • Managing categories for artifacts - Legacy
  • Business Application Lifecycle Management services - Legacy
  • Application assessment - Legacy
  • Framework setup for application assessment - Legacy
  • Preconfigured indicators and their source applications - Legacy
  • Performance Analytic indicators to measure application performance
  • Job schedule to compute application scores - Legacy
  • Normalization of application scores - Legacy
  • Normalized value and application score for an assessment - Legacy
  • Visualization of application performance - Legacy
  • Application strategy - Legacy
  • Guided plan to execute a program - Legacy
  • Technology Reference Model - Legacy
  • Manage technical debt in TRM - Legacy
  • Risk management for business applications - Legacy
  • Product lifecycle data on the timeline - Legacy
  • Assessment form - Legacy
  • Information portfolio - Legacy
  • Domain separation - Legacy
  • Platform Analytics and Reporting Solutions - Legacy
  • Predictive Intelligence - Legacy
  • Predictive Intelligence Workbench - Legacy
  • Exporting data to Microsoft PowerPoint - Legacy
  • Configure - Legacy
  • Activate - Legacy
  • Enterprise Architecture administration - Legacy
  • Enterprise Architecture and CSDM framework - Legacy
  • Enterprise Architecture and CDSM tables - Legacy
  • Enterprise Architecture use case - Legacy
  • CDSM framework considerations - Legacy
  • Application classification - Legacy
  • Add or edit an application category group - Legacy
  • Add or edit an application category - Legacy
  • Add or edit an application family - Legacy
  • Add or edit an application business process - Legacy
  • Create an application portfolio - Legacy
  • Add a strategy for managing applications - Legacy
  • Manage the life cycle of a business application - Legacy
  • Generate Model ID - Legacy
  • Add a data classification group - Legacy
  • Add a data classification - Legacy
  • Apply classification tags - Legacy
  • Schedule a data certification task - Legacy
  • View and update the application certifications - Legacy
  • Certify data in business applications table - Legacy
  • Run Desired State Audits or Scripted Audits - Legacy
  • Predictive Intelligence - Legacy
  • Predictive Intelligence Workbench use case - Legacy
  • Configure script - Legacy
  • Generate risk values - Legacy
  • Install Cloud Assessment Application - Legacy
  • Compute application scores - Legacy
  • Domain Separation - Legacy
  • CMDB Query Builder reports - Legacy
  • Generate TPM lifecycle data - Legacy
  • Generate TPM lifecycle data - Legacy
  • Generate TPM technology risk - Legacy
  • Use - Legacy
  • Add or edit a business application - Legacy
  • View business application roadmap - Legacy
  • Manage Technology Models - Legacy
  • Assess business capability - Legacy
  • Create a business capability - Legacy
  • Capability map for planning - Legacy
  • View business capability details - Legacy
  • View technology risk details - Legacy
  • Manage capability hierarchy - Legacy
  • Technology risks in timeline - Legacy
  • Multiple views in TPM - Legacy
  • By Business Application view - Legacy
  • By Product Classification view - Legacy
  • By Software Model view - Legacy
  • Application Backlog view - Legacy
  • Associate epic to business application - Legacy
  • By SDLC Component view - Legacy
  • Execute your application strategy - Legacy
  • Add CI relationship - Legacy
  • Associate an application service to hardware model - Legacy
  • Associate an application service to a software model - Legacy
  • Create a risk parameter - Legacy
  • Create or edit an architectural artifact - Legacy
  • Associate an artifact to a business entity - Legacy
  • Manage the artifacts of a business capability - Legacy
  • Manage the artifacts of a business application - Legacy
  • Create or edit an artifact category - Legacy
  • Create an artifact version - Legacy
  • Download an artifact version - Legacy
  • Request approval for an artifact version - Legacy
  • Approve or reject an artifact version request - Legacy
  • Approve architecture review requests - Legacy
  • Create a diagram - Legacy
  • Create a Lucid diagram - Legacy
  • Register or retire a business application - Legacy
  • Manage requests - Legacy
  • Request architecture review - Legacy
  • Create or edit an indicator - Legacy
  • Generate survey assessments and view results - Legacy
  • Scoring Profiles - Legacy
  • View application indicator scores - Legacy
  • View all application scores - Legacy
  • Analyze application scores in a bubble chart - Legacy
  • Create or edit a bubble chart - Legacy
  • Monitor Application 360 - Legacy
  • Assess the performance of applications - Legacy
  • Create a goal - Legacy
  • Create a demand - Legacy
  • Create a program - Legacy
  • Create a guided plan - Legacy
  • Add a TRM product - Legacy
  • Add or edit a TRM product request - Legacy
  • Add or edit a TRM product lifecycle request - Legacy
  • Request a TRM product using the TRM Catalog - Legacy
  • Request a TRM product lifecycle using the TRM Catalog - Legacy
  • Approve or reject a TRM product or product lifecycle request - Legacy
  • Add or edit a TRM category - Legacy
  • View and edit your product requests - Legacy
  • View and edit your product lifecycle requests - Legacy
  • Add or edit a TRM phase - Legacy
  • TRM Lifecycle - Legacy
  • Configure the business application form - Legacy
  • Respond to a risk assessment questionnaire - Legacy
  • Take the control attestation survey - Legacy
  • Create a data domain - Legacy
  • Create an information object - Legacy
  • Relate a business application to an information object - Legacy
  • Relate the information object to the database catalog - Legacy
  • Add CI relationship - Legacy
  • Visualize reports - Legacy
  • Export data to Microsoft PowerPoint - Legacy
  • Application landscape reports - Legacy
  • Capabilities landscape reports - Legacy
  • Connect a digital interface with CMDB API - Legacy
  • Integrate - Legacy
  • Governance, Risk, and Compliance - Legacy
  • Categorize business applications - Legacy
  • Integration with Lucidchart - Legacy
  • Integration with Policy and Compliance - Legacy
  • Governance, Risk, and Compliance roles required - Legacy
  • Reference
  • Business stakeholder role for Enterprise Architecture (formerly APM)
  • Application Classification Example
  • Business Process Form
  • Demand Actions Form
  • Certification Schedule form
  • Business Application Form
  • Create digital integration form
  • Update digital integration form
  • Request digital integration form
  • Application model lifecycle form
  • Data classification form
  • Data classification group form
  • Entity Form
  • Create architectural artifact form
  • Create related entities form
  • Architectural category form
  • Architectural artifacts version form
  • Create diagram form for business application
  • Create diagram for a business capability
  • Demand form to retire an application
  • Request Architecture Review form
  • Indicator form
  • Scoring Profile form
  • Scheduled Script Execution form
  • Select Chart Dimensions form
  • Application bubble chart form
  • Goal form
  • Update Goal form
  • Demand form
  • Program form
  • Goal Contribution Target form
  • Business capability form
  • Business capability record form
  • Application Service Hardware Models form
  • Application Service Software Model form
  • Risk Parameter form
  • TRM product form
  • Request TRM product form
  • TRM Product Request using catalog form
  • TRM Product Lifecycle Request form
  • TRM Category form
  • TRM Phase form
  • Data Domain form
  • Information Objects form
  • Add relationship form
  • Status of the Software models
  • Date conditions
  • Quick start tests for Enterprise Architecture (formerly Application Portfolio Management)
  • Enterprise Architecture (formerly APM) Cloud Assessment Scoring Profile
  • Create a digital interface form
  • Digital interface to API form in Enterprise Architecture (formerly APM)
  • Manage digital integrations
  • Digital interfaces in Enterprise Architecture (formerly Application Portfolio Management)
  • Create or update a digital interface
  • Delete a digital interface
  • Digital integrations
  • Create a digital integration
  • Update a digital integration
  • Delete a digital integration
  • Request a digital integration
  • Retire a digital integration
  • Approve or reject a digital integration request
  • Enterprise Architecture Workspace
  • Explore
  • Enterprise Architecture Workspace Overview
  • Business stakeholder role for Enterprise Architecture Workspace
  • Viewing insights of your portfolio
  • Managing requests, certifications, and assessments
  • Exploring dashboards in Enterprise Architecture Workspace
  • Explore the Enterprise Architecture Workspace dashboard
  • Explore the Application Assessments dashboard
  • Explore the Application 360 dashboard in Enterprise Architecture Workspace
  • Exploring data certification in the Enterprise Architecture Workspace
  • Portfolio overview and health
  • Exploring the Setup page in the Enterprise Architecture Workspace
  • Manage application categories
  • Manage application category groups
  • Manage application families
  • Manage indicators
  • Manage scoring profiles
  • Manage TRM phases
  • Manage TRM categories
  • Manage information data domains
  • Manage architectural artifact categories
  • Manage demand actions
  • Manage Enterprise Modeling and Visualization
  • Manage certification policies
  • Exploring a business portfolio
  • Gantt view of TPM and TRM lifecycle timelines
  • TPM lifecycle timelines on Gantt chart
  • TRM lifecycle timelines on Gantt chart
  • Rationalization of business applications
  • Bubble chart view of application rationalization
  • List view of application rationalization
  • Tech debt indicator score for application rationalization
  • Exploring Portfolio list view
  • Exploring the business architecture
  • Exploring business units
  • Exploring departments
  • Exploring goals
  • Exploring value streams
  • Exploring value stream stages
  • Exploring business capabilities
  • Exploring business processes
  • Exploring demands
  • Exploring the application portfolio
  • Exploring business applications
  • AI Control Tower integration with Enterprise Architecture
  • Exploring application services
  • Exploring digital interfaces in Enterprise Architecture Workspace
  • Exploring digital integrations in Enterprise Architecture Workspace
  • Digital integration management data model
  • Exploring the information portfolio
  • Exploring data domains
  • Exploring information objects
  • Exploring architectural artifacts
  • Exploring architectural decision records (ADR)
  • Exploring the AI Portfolio
  • Exploring the AI Portfolio tab on the Enterprise Architecture Workspace dashboard
  • Manage your entities
  • Exploring total cost of ownership (TCO) in Enterprise Architecture Workspace
  • Manage application total cost of ownership (TCO) in Enterprise Architecture Workspace
  • Exploring Technology Portfolio view
  • Manage the Technology Reference Model in Enterprise Architecture Workspace
  • Manage TRM technical debt
  • TRM Technical Debt calculation in Enterprise Architecture Workspace
  • Work with TRM lifecycle with wildcard
  • Manage the Technology Portfolio Management (TPM) in Enterprise Architecture Workspace
  • Working with technology portfolio audit details
  • Exploring Enterprise Modeling and Visualization in the EA Workspace
  • Shapes to create a modeling diagram
  • General shapes
  • Amazon Web Services (AWS) shapes
  • Common Service Data Model (CSDM) shapes
  • Enterprise Architecture shapes
  • Enterprise Architecture (EA) extended shapes
  • ArchiMate shapes
  • Business Process Modeling Notation (BPMN) shapes
  • ArchiMate shapes support in the Enterprise Modeling and Visualization
  • Shape connector properties in Enterprise Modeling and Visualization
  • AWS shapes support in the Enterprise Modeling and Visualization
  • CSDM shapes support in the Enterprise Modeling and Visualization
  • Custom shapes support in the Enterprise Modeling and Visualization
  • Business process modeling
  • Exploring digital integration management in Enterprise Architecture Workspace
  • Exploring product capabilities
  • Open a Configurable Workspace experience task conkeyrefs
  • List of workspaces reference conkeyrefs
  • Exploring the publishing center in Enterprise Architecture Workspace
  • Exploring the architecture analyzer
  • Exploring generating documents from diagrams
  • Configure
  • Install Enterprise Architecture Workspace
  • Access roles
  • Tables installed with Enterprise Architecture Workspace
  • Granular admin role changes in Enterprise Architecture
  • Personalize the Enterprise Architecture Workspace home page
  • Show or hide sections on the home page of the EA Workspace
  • Create a configuration for the Overview section
  • Create a configuration for the Health or Insights section
  • Configure EA Workspace using the Setup page
  • Configure application categories
  • Add or edit an application category
  • Configure application category groups
  • Add or edit an application category group
  • Configure application families
  • Add or edit an application family
  • Configure indicators
  • Add or edit an application indicator
  • Add or edit a capability indicator
  • Activate or turn off an application or capability indicator
  • Configure scoring profiles
  • Add or edit a scoring profile
  • Attach profile indicator
  • Regenerate scoring profile indicator scores on-demand in Enterprise Architecture Workspace
  • Configure TRM phases
  • Add or edit a TRM phase
  • Configure TRM categories
  • Add or edit a TRM category
  • Configure information data domains
  • Add or edit an information data domain
  • Configure architectural artifact categories
  • Add or edit an architectural artifact category
  • Configure demand actions
  • Add or edit a demand action
  • Configure Enterprise Modeling and Visualization
  • Show or hide shapes in diagrams
  • Add or edit a shape library
  • Add a shape library element
  • Create diagram action
  • Edit a modeling configuration
  • Add or edit an entity
  • Add or update shape icon for an entity
  • Add or edit a relationship
  • Configure application total cost of ownership (TCO) in Enterprise Architecture Workspace
  • Install the Application Total Cost of Ownership (TCO) plugin
  • Create a source for an Application TCO
  • Create a TCO source cost type
  • Create a cost type for Application TCO in Enterprise Architecture Workspace
  • Set system property to define fiscal period
  • Configure certification policies
  • Import certification schedules in to Data Manager
  • Publish a draft Data Manager policy
  • Add or edit a certification policy
  • Configure Technology Portfolio Management
  • Activate the Technology Portfolio Management (TPM) plugin
  • Tables installed with TPM in the EA Workspace
  • Business rules for TPM in EA Workspace
  • Scheduled jobs for TPM in the EA Workspace
  • Configure Technology Reference Model
  • Install the Technology Reference Model (TRM) Model plugin
  • Manage
  • Working with Enterprise Architecture workspace home page
  • View or update your TRM requests
  • Approve or reject TRM requests
  • Apply filters to the Portfolio Overview and Health section
  • Working with Dashboards
  • View the performance of applications using the Application Assessments dashboard
  • Monitor performance in Application 360 dashboard
  • Working with the business portfolio module
  • Add a business capability
  • Create a demand towards achievement of a capability
  • Update the hierarchy of a business capability
  • Create a sub-capability
  • Assign a business application
  • Unassign a business application from a capability
  • Delete a capability from the hierarchy
  • View a roadmap of a business capability
  • Export business portfolio data to Excel or CSV
  • Working with application rationalization
  • Use bubble chart view
  • Analyze applications using the bubble chart
  • Create a demand using the bubble chart
  • Set the planned disposition of a business application
  • Add business application lifecycle data
  • Edit business application details in bubble chart view
  • View scores of a custom scoring profile on bubble chart
  • Update system property to change bubble chart display limit
  • Use list view
  • Create a demand using the list view
  • Set the planned disposition of a business application
  • Add business application lifecycle data using the list view
  • Edit business application details in list view
  • Edit a demand associated with a business application
  • Edit a project associated with a business application
  • Export application rationalization data to Excel or CSV
  • Apply filters on the Application Rationalization page
  • Working with Technology Portfolio Management (TPM) in EA Workspace
  • Filter software results using an encoded query in TPM
  • TPM Lifecycle data
  • Restart scheduled job
  • View technology lifecycle details
  • View TPM risk details
  • Update system property
  • View technology portfolio audit risk details
  • Update verification status of TPM audit details
  • View TPM logs
  • Run a scheduled job to populate TPM lifecycle record identifier
  • Working with Technology Reference Model (TRM) in EA Workspace
  • View all TRM phases
  • View all TRM categories
  • View all TRM products grouped by product category
  • View all TRM products
  • Request a TRM product
  • Request a TRM product lifecycle
  • Add a TRM product in Enterprise Architecture Workspace
  • Associate an Architectural Artifact to a TRM product
  • Add a TRM product lifecycle
  • View product capabilities associated with a Technology Reference Model product
  • Create product capabilities and associate it with a Technology Reference Model product
  • Add an existing product capability to a Technology Reference Model product
  • Remove product capabilities
  • View business applications associated with a Technology Reference Model product
  • Create and associate a business application
  • Add an existing business application to a Technology Reference Model product
  • Remove business applications associated with a Technology Reference Model product
  • View TRM technical debts
  • Run a scheduled job to update TRM technical debt data in EA Workspace
  • Run a job to sync TRM product names
  • Export Technology Reference Model product category data to Excel or CSV
  • Working with Gantt chart views in EA Workspace
  • View TPM and TRM lifecycle timelines on the Gantt chart
  • Working with Enterprise Modeling and Visualization
  • View all shape libraries
  • View configuration for Enterprise Architecture Workspace
  • View all entities
  • View relationships configurations
  • Show shape controls without hovering
  • Create a blank diagram using modeling in the EA Workspace
  • Set shape connector properties
  • Add labels to connector lines between shapes in a diagram
  • Working with business capability map
  • Create a diagram for a business capability map
  • Update a business capability map
  • Add business capability or business application
  • Working with business hierarchy map
  • Create diagram for a business hierarchy map
  • Update a business application hierarchy map
  • Working with business process map
  • Create a diagram for a business process map
  • Update a business process map
  • Modify BPMN diagram details
  • Working with ArchiMate Shapes
  • Create a diagram using ArchiMate shapes and add relationships
  • Working with Amazon Web Services (AWS) shapes
  • Create a diagram using AWS shapes
  • Working with CSDM shapes
  • Create a diagram using CSDM shapes
  • Working with custom shapes
  • Storing shapes or images to the database
  • Create a diagram action for a custom shape
  • Add a custom shape library
  • Add a shape library element for a custom shape
  • Custom shapes example
  • Convert a shape to a group shape
  • Expand or collapse a group shape
  • Download a modeling diagram as an image
  • Reorder shapes categories
  • Align and distribute shapes in a modeling diagram
  • Replace a shape in a diagram
  • Show or hide shapes panel
  • Switch to list or grid view of shapes panel
  • Search shapes in a diagram
  • Add related records in the modeling diagram
  • Share a modeling diagram
  • Commit diagram changes
  • Save as a version
  • Add or edit diagram version details
  • Duplicate a modeling diagram
  • Submit a modeling diagram for approval
  • Synchronize a shape to the database
  • Approve or reject a modeling diagram request
  • Delete a shape
  • Delete Enterprise Modeling and Visualization diagrams
  • Generate a document from a diagram
  • View documents for a diagram
  • Working with data certification
  • Create a certification policy
  • Edit a certification policy
  • View certification policy
  • Publish a certification policy
  • Run certification for a policy
  • Track progress of a certification policy
  • Activate a certification policy
  • Deactivate a certification policy
  • Delete a certification policy
  • Working with architecture analyzer
  • Create an exploration in the architecture analyzer
  • Working with Portfolio list view
  • Create my list
  • Using business architecture
  • Manage business units
  • View all business units
  • Add or edit a business unit
  • Manage departments
  • View all departments
  • Add or edit a department
  • Add a user to a department
  • Manage goals
  • View all goals
  • Add or edit a goal
  • Add a quantitative target to a goal
  • Add a qualitative target to a goal
  • Create a sub-goal
  • Manage with value streams
  • View value streams details
  • Add or edit a value stream
  • Add value stream stages to a value stream
  • Add an application model to a value stream
  • Manage value stream stages
  • View value stream stage details
  • Add or edit a value stream stage
  • Add or remove a business process from a value stream stage
  • Add or remove a business capability from a value stream stage
  • Manage business capabilities
  • View all business capabilities on the Portfolio page
  • Add or edit a business capability from the Portfolio page
  • Create a sub-capability from the Portfolio page
  • Create a Lucidchart diagram
  • Manage architectural artifacts
  • View value stream stages associated with a business capability
  • Manage business processes
  • View all business processes
  • Add or edit a business process
  • Manage architectural artifacts of a business process
  • View value stream stages associated with a business process
  • Manage demands
  • View all demands
  • Add or edit a demand
  • Working with an application portfolio
  • View all business applications
  • Add or edit a business application
  • View business capabilities associated with a business application
  • Associate business capabilities
  • Remove business capabilities associated with a business application
  • Create diagram for a business application
  • Create a Lucidchart diagram for a business application
  • Open business application form in Core UI from EA Workspace
  • Associate AI System
  • View AI system details from a business application
  • Remove an AI system from a business application
  • View a unified map for a business application
  • View the unified map for a business application in Enterprise Modeling and Visualization
  • View roadmap of a business application
  • View product capabilities associated with a business application
  • Create and associate product capability with a business application
  • Add an existing product capability to a business application
  • Remove product capabilities
  • Associate information objects
  • View architectural artifacts associated with a business application
  • Associate architectural arifacts
  • Link architectural artifact to a business application
  • Remove architectural artifacts associated with a business application
  • View Technology Reference Model products associated with business applications
  • View TRM technical debts associated with a business application
  • Create and associate TRM product with a business application
  • Associate TRM products
  • Remove TRM products associated with business applications
  • Add AI systems to business applications
  • Remove AI systems associated with business applications
  • Working with product capabilities
  • View all product capabilities
  • Add or edit a product capability
  • View all application services
  • Add or edit an application service in the Enterprise Architecture Workspace
  • Working with information portfolio
  • Manage data domains
  • View all data domains
  • Add or edit a data domain from the Portfolio page
  • Manage information objects
  • View all information objects
  • Add or edit an information object
  • Manage architectural artifacts
  • View all architectural artifact categories
  • View all architectural artifacts
  • Create or edit an architectural artifact from Portfolio page
  • Add a related entity to an architectural artifact
  • Share an architectural artifact with users or groups
  • Manage access to architectural artifacts
  • Request approval
  • Download an architectural artifact version
  • Delete an architectural artifact version
  • Manage architectural decision records (ADR)
  • Add or edit an architectural decision record (ADR)
  • Create and manage pages and subpages
  • Tag users or records in Architectural Decision Records
  • Update system property to reference additional records
  • Add an architectural decision record version
  • Request approval
  • Manage architectural documents
  • View all architectural documents
  • Create an architectural document
  • Edit artifact content of an architectural document
  • Edit an architectural document details
  • Add a related entity to an architectural document
  • Manage artifact content
  • Delete an architectural document
  • Working with AI Portfolio
  • View all AI system digital assets
  • View all AI model digital assets
  • View all AI dataset digital assets
  • View all AI Prompt Digital Assets
  • View all AI System Product Models
  • View all AI Model Product Models
  • View all AI Dataset Product Models
  • View all AI Prompt Product Models
  • Working with your entities
  • View your business capabilities
  • Add or edit your business capabilities
  • View your business processes
  • Add or edit your business processes
  • View your business applications
  • Add or edit your business applications
  • View your application services
  • Add or edit your application services
  • View your information objects
  • Add or edit your information objects
  • View your architectural artifacts
  • Add or edit your architectural artifacts
  • View your TRM products
  • Add or edit your TRM products
  • View your digital integrations
  • Add or edit your digital integrations
  • View your digital interfaces
  • Add or edit your digital interfaces
  • Working with application Total Cost of Ownership (TCO)
  • View all total cost of ownership records
  • Add or edit a total cost of ownership record
  • Working with digital integration management in Enterprise Architecture Workspace
  • Working with digital integrations
  • View all digital integrations
  • Add or edit
  • Manage architectural artifacts of a digital integration in EA Workspace
  • Associate an information object to a digital integration
  • Working with digital interfaces
  • View all digital interfaces
  • Add or edit a digital interface in the EA Workspace
  • Connect a digital interface with the CMDB API in the EA Workspace
  • Manage architectural artifacts
  • Relate an SDLC component to a digital interface
  • Relate an information object to a digital interface
  • Relate credentials to a digital interface
  • Working with the publishing center
  • Published TRM catalog experience
  • Create a configuration to publish TRM data
  • Edit a published TRM catalog configuration
  • Associate a portal with a knowledge base
  • Automatic synchronization of published TRM catalogs
  • Publish a TRM catalog to the knowledge base
  • Republish a TRM catalog after updates
  • View publishing status and run log
  • Access the published TRM catalog knowledge base
  • Understanding the publishing results and knowledge base output
  • AI Search on the TRM catalog
  • Index previously published TRM catalog records for AI Search
  • Retire or archive a published TRM catalog
  • Working with the Setup page
  • View all application categories
  • View all application category groups
  • View all application families
  • Working with indicators
  • View all capability indicators
  • View all application indicators
  • Regenerate application indicator scores on-demand in Enterprise Architecture Workspace
  • Regenerate capability indicator scores on-demand in Enterprise Architecture Workspace
  • View all scoring profiles
  • View information data domains
  • View all demand-actions
  • View all certification policies
  • Working with the document templates
  • View all document templates
  • Create a document template
  • Export document templates
  • Integrate
  • Enterprise Architecture Workspace integration with Lucidchart
  • Reference
  • Create diagram for a business capability form
  • Create TRM product request form
  • Create TRM product form
  • Create TRM product lifecycle form
  • Request TRM product lifecycle form
  • TRM technical debt form
  • Technology portfolio audit form
  • Indicator form
  • Create profile indicator form
  • Create a sub-capability form
  • Create information object form
  • Create business capability form
  • Digital integration form (easy form) in EA Workspace
  • Digital integration form in EA Workspace
  • Create demand form
  • Business application form
  • Architectural artifact form
  • Share architectural artifacts form
  • Application model life-cycle details form
  • Business application form
  • Create product capability form
  • Demand form
  • Edit a project form
  • Digital interface form
  • Digital interface to API form
  • Create business process form
  • Application service form
  • Total cost of ownership form
  • Create a business unit form
  • Create department form
  • Create user form
  • Create goal form
  • Create target form
  • Create demand form
  • Create architectural artifact version form
  • Create value stream to process form
  • Create application model form
  • Create value stream stage form
  • Create application category form
  • Create application category group form
  • Create application family form
  • Create indicator form
  • Create scoring profile form
  • Certification schedule form in Enterprise Architecture Workspace
  • Shape library form
  • Modeling configuration form
  • Entity configuration form
  • Relationship configuration form
  • Digital interface SDLC component form
  • Digital interface information object form
  • Digital interface credentials form
  • Edit version detail form
  • Create a business capability map form
  • Create a business hierarchy map form
  • Create architectural artifact form
  • Create related entities form
  • Create diagram action form
  • Image form
  • Certification policy form in Enterprise Architecture Workspace
  • Shape library element form
  • Create a business process map form
  • Create value stream form
  • Create diagram form for a business application
  • Data filter form
  • General information form
  • Options form
  • Schedule form
  • Create publishing configuration form
  • Create a portal knowledge base form
  • Filter conditions
  • Document template form
  • Now Assist for Enterprise Architecture (EA)
  • Explore
  • Supporting information for Now Assist for Enterprise Architecture (EA)
  • Configure
  • Configure AI Data Explorer and Query Generation skills
  • Now Assist access roles
  • Use Now Assist
  • Elaborate or shorten content in the Architectural Decision Records (ADRs)
  • Generate a summary for Architectural Decision Records (ADRs)
  • Generate insights into business applications
  • Compare Enterprise Modeling and Visualization diagrams
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  • Register a business application by using the conversational experience
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  • Reference

Configure TRM phases

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • A Technology Reference Model (TRM) phase represents the status of the application, that is whether the application is approved for use, being evaluated or being scheduled for divestment.

    You can add a new TRM phase on edit an existing one.

    • Add or edit a TRM phase
      Define your own TRM phase for the TRM products.
    Related concepts
    • Manage TRM phases
    • Working with Technology Reference Model (TRM) in EA Workspace
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