Apply the CSDM guidelines to Digital Portfolio Management

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Apply the CSDM guidelines to Digital Portfolio Management

    Digital Portfolio Management (DPM) utilizes the Common Service Data Model (CSDM) framework to consolidate service-related data into a comprehensive view. This allows organizations to logically organize their service data according to their business needs, providing insights into both owned and impacted services.

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    Key Features

    • Service Portfolio Display: DPM showcases the lifecycle phase and status for business and technology management services, with field values sourced from the service table [cmdbciservice].
    • Label Changes: In the Zurich release, the terminology for certain service labels was updated to align with CSDM version 5, shifting from "Technology Service" to "Technology Management Service."
    • CSDM Lifecycle Fields: The mapping from traditional Service Portfolio Management to CSDM lifecycle fields includes updates to phase and status terminology to enhance clarity and consistency.
    • CSDM Relationships: Establishing the correct relationships between solutions and configuration items (CIs) is crucial for accurate data representation in DPM.

    Key Outcomes

    By applying CSDM guidelines to DPM, ServiceNow customers can expect improved visibility and organization of their IT landscape, better alignment of service data with business objectives, and enhanced decision-making capabilities through accurate lifecycle tracking and relationship establishment.

    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 Zurich 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 Zurich release, the labels are Technology Service and Technology 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.