--- title: Service Portfolio functionalities slug: itsm-en/service-portfolio-functionalities docTags: createdAt: 2024-03-08T14:41:51.843Z --- **The scope of portfolio management must include at a minimum: ** **·        Services** **·        Products ** The portfolio management sscope include Porfolio, Services, Applications, Product and Programs from Portfolio perspective, gather all relevant information in same process and screen, integrated with all practices. **Portfolio** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/pP9l9-aamNePXqLIB7IC9_image.png) **Services** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/CfR_9Kts3U-Ct2jPM-mFq_image.png) **Applications** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/QNlcPJ3EQCONt5LUQpMVg_image.png) **Product** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/ZT5TbDymmr3uNmwW5DytY_image.png) **Programs ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/FCZ_uXcIeLX-UNTEkLsQA_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **The ability to relate or link products and applications to services, supporting both a one-to-many and many-to-many relationship.** Yes, the platform allow link in the services link applications, products and programs. **Service à Applications ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/ogeTOfcpuxZ1KpEAWx7tH_image.png) **Service à Products ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/IvlFoOrR_18zDWMBfYtbE_image.png) **Service à Programs ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/K9oueIv-tF_evD7Bm5bDw_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Links products, applications, and services to the CI database and the underpinning components (CIs).** Yes, in the Portfolio process the customer can link all products, applications, services and components **Configuration Itens ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/4k9ziunphWq0w0bMaFQm3_image.png) **Applications ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/fq9lrIBjGwfg9jm9P9k-b_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Shares with or links live/current versions of products and services with service catalog management.** Yes, the customer can define version of products and services for each services / product available. After create a new version its possible define when new version will be released without impact on customer. ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/7MHjaIZLocTCOdP8nygl9_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Allows for the identification of key stakeholders; examples of this can include but are not limited to:** **·        Service owners, product owners, and application owners** **·        Regarding services, allows for joint owners representing IT and the business/customer** **·        Related to all products, applications, and services:** **o   Authorizing or approval stakeholders** **o   Consumer groups (internal and external)** **o   Customer stakeholders** **o   Support stakeholders ** Yes, there are all tabs for set all information: **Service Owner: (Business Owner Person or Group) ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/xCvlC6IATNRLVXGSUaHVd_image.png) **Product Owner: (Skill Resource) ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/vCyZG_AUJy8_3a8LZtcDJ_image.png) **Application Owner: (Skill Resource) ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/m9YCFoaDiyLkCAtimwzu-_image.png) **IT Owner: (IT Owners) ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/T1ZDcuOI899LX1Npqww6J_image.png) Stakeholders – (Business Case) Customer Groups – (Business Case) Consumer Stakeholders – (Business Case) Support Stakeholder – (Business Case) Vendor Stakeholders – (Business Case) ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/-iKq-XTJkEWm5gurzYg8J_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Enables the collection and documentation of critical elements or attributes for services, products, and applications; examples of this information can include but are not limited to:** **·        User/customer/business requirements** **·        Descriptions** ·    **    Value proposition** **·        Entitlements ** **·        Service level targets** **·        Criticality (as they relate to or support vital and critical business functions)** **·        Dependencies with other services and products** **·        Internal service provider resource information for development, maintenance, delivery, management, and/or suppor**t Yes, all information can be filled on Portfolio/Service setup page can be added all elements like: ·        User/customer/business requirements ·        Descriptions ·        Value proposition ·        Entitlements ·        Service level targets ·        Criticality (as they relate to or support vital and critical business functions) ·        Dependencies with other services and products ·        Internal service provider resource information for development, maintenance, delivery, management, and/or support ·     External vendor resource and contract information for development, maintenance, delivery, management, and/or support ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/p0b7RrWF5dj6KdjajebTm_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Allows for the link or reference between services to business processes and functions. ** Yes, it does. The customer can link all business process related with Service. ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/WhnWw9-ihpCv-BUDd4adW_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **The ability to capture or link business assessment information to services, products, and applications to assist in the authorization of requirements and requested revisions or updates; examples of this can include but are not limited to:** **·        Business cases and charters** **·        Budget and resources** **·        Expected TSO and ROI information** **·        Risk assessment and risk management measures** Yes, on Business Case and Financial Tab, can be configurated all information including attachments. ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/1AhHh3eaybExkcoTBB7LM_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **The ability to link services to service continuity or disaster recovery plans.** Yes, it does linking Continuity Plan to be started automatically when configurated Continuity Process + Knowledge Assets Recovery Plans ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/SI2VCb2JXIKzbi6vlH-vT_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Enables and supports various life cycle stages for products and services; examples of this can include but are not limited to:** ·        The pipeline: future/pre-live for new services and products or planned revisions to existing ones ·        Active, live, in use ·        Retired from use **Supports different statuses within the life cycle stages; examples of this can include but are not limited to:** **·        In review ** **·        Authorized/not authorized** **·        In planning** **·        In development** **·        In testing** **·        Stakeholder sign-off** Yes, on Portfolio Pipeline there are all Portfolio stages: ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/aklYz28m8lxYjwUkQt_Ih_image.png) ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/oV9lGQ5vLhsp9hmC97c5k_image.png) **And all life cycle: ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/HACuxmPKvJRXp5-7HpfGA_image.png) ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/_OQf-HCzBGCRIdpo0GLN1_image.png) ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/MhrWF4bX_s5CUZfgrCTm0_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Enables and supports versioning control and allows for multiple versions of products, applications, and services to be in the same life cycle stage at the same time, where necessary.** Yes, it does using version functionality. All information will be copied as version “N” and after all workflow can replace the current portfolio/service version ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/4JnzMtQrVnWpE-qe34uk1_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Links products, applications, and services to vendor and contract records.** Yes, it does, just need to define on setup menu : **Services ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/FRGh2nFxVcSR_L-Fs6cx7_image.png) **Applications: ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/pBRp9owkEfc5tJUig4bh0_image.png) **Contract / Vendor Record ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/VHf3w6M7zFsFrEwX0_hVW_image.png) **Products ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/i00PK9bhIr4W_Yn_U1oT5_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Links or applies service level agreements (SLAs) to services in all life cycle stages. ** **Links or applies underpinning agreements to products and services such as operational-level agreements or contracts.** Yes, it does using Service Level Requirements, Contract (underpinning contracts and Support Services tab **Service Level Requirements ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/zR_PlSQsSFa9n1N_6gd4J_image.png) **Contracts ** ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/jb2343hWD_8CcNJO25eZH_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **For life cycle management purposes, the ability to link products, applications, and services in all life cycle stages to at a minimum:** **·        Projects and programs** **·        Release and deployment plans/records** **·        Changes** Yes, it does. On Portfolio setup can be configurated all related itens like requests, incidents, continuity plans, capacity, release/deployments, products, programs/projects; ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/d0yU7CrL4KF9PRSFP_nMV_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **Integrates with workflow management to standardize the flow of work moving new or changing services, applications, and products through the pipeline into production and from production to retirement** Yes, using the field “Date of Deployment”, can be changed the status for production and set as available using workflow or workflow automation; ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/JxG4nVBFIMwW4PrN5-Dg8_image.png) ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/O1eOOafbx8JidbOcYK-I9_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **For support purposes, the ability to link products, applications, and services, in all life cycle stages to at a minimum:** **·     Incidents** **·     Problems ** Yes, it does. When an specific incident or problem can link Services, (Products and Applications) via Kanban or CMDB ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/56ITZmEeLgCSQF3_ABmtr_image.png) ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/sBh6rn5kcwB33u0Rtgj7x_image.png) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **The ability to identify and track costs related to the life cycle management of services and products from the pipeline through retirement and link this information to financial management.** Yes, it does using link with financial attributes. ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/96rTjN7jE0_59FWTcFPfO_image.png) ![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/XoBzuA-r5Df9Q6E1eq06Z_image.png)