---
title: Pipeline
slug: pink/pipeline
description: Learn about the Portfolio Management pipeline in our platform with this document. Explore the functionality of the three tabs: Services Pipeline, Services Catalog, and Obsolete Services. Design and order new services in the Services Pipeline, view and edi
docTags: 
createdAt: 2021-10-27T18:53:32.000Z
---

The pipeline is a part of the **Portfolio Management** that main contains references to services that are not yet live.&#x20;

In addition to that,&#x20;in the platform, the same page presents the pipeline as well as the services being created in the service catalog and the obsolete service.

## Before getting started

- [x] &#x20;The registration of a service portfolio;
- [x] &#x20;Create the service category;
- [x] &#x20;Create the group(s) that will use the service;
- [x] &#x20;Permission to access the Portfolio Management functionality.

## Procedure

1. Access the main menu `Processes > Portfolio and Catalog Management > Portfolio`;
2. Find the portfolio you want, and click on "**Advance**";
3. Three tabs will appear: <font color="#3b9f0f">**Services Pipeline, Services Catalog**</font>**,&#x20;**&#x61;nd <font color="#3b9f0f">**Obsolete Services**</font>;

### Designing a Service

In the <font color="#3b9f0f">**Services Pipeline**</font> tab, it is the designing phase of the service and it will present the services which are not for production yet. We have the following actions available:

| **Action**       | **Description**                                                                                                                                                                                                           |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **New Service**  | To start creating a service for the Service Portfolio. For the fields to be completed, see the document [Register/Edit a service](/en-us/citsmart-platform-9/processes/portfolio-and-catalog/use/register-a-service.html) |
| **Service Name** | To order the list of services in the pipeline by name                                                                                                                                                                     |
| **ASC**          | To order the list of services by ascending or descending                                                                                                                                                                  |

:::hint{type="success"}
✅ <u>**Rule**</u>**:&#x20;**&#x54;he service will only advance to the service catalog phase when its Service Phase is set as "**Chart**" and the Service Status as&#x20;"**Production**".
:::

Still in the <font color="#3b9f0f">**Services Pipeline**</font> tab, if you want to check the information of a service that is not live yet, you can pick one from the list&#x20;available. For those services, we have the following actions:

| **Action**  | **Description**                                                                                                                                                                                                                     |
| ----------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Edit**    | To edit all the information for the creation of a service                                                                                                                                                                           |
| **Advance** | To detail all the information about the service. For the fields available in the advance action, see the document [Register/Edit a service](/en-us/citsmart-platform-9/processes/portfolio-and-catalog/use/register-a-service.html) |

### Service Catalog

The next tab is the <font color="#3b9f0f">**Services Catalog**</font>, where we have the services which are already active and in production. For the list of services available,&#x20;we have the same actions as in the service pipeline:

| **Action**  | **Description**                                                                                                                                                                                                                     |
| ----------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Edit**    | To edit all the information for the creation of a service                                                                                                                                                                           |
| **Advance** | To detail all the information about the service. For the fields available in the advance action, see the document [Register/Edit a service](/en-us/citsmart-platform-9/processes/portfolio-and-catalog/use/register-a-service.html) |

### Obsolete Services

Finally, in the <font color="#3b9f0f">**Obsolete Services**</font> tab, It presents services that are retired and those that are out of operation.&#x20;

The services that are no longer in operation is registered in this part of the&#x20;the service portfolio. It is used to maintain a history of services.&#x20;

As in the other tabs,&#x20;we will have the list of services obsoletes and the following actions:

| **Action**  | **Description**                                                                                                                                                                                                                                                                                                               |
| ----------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Edit**    | To edit all the information for the creation of a service                                                                                                                                                                                                                                                                     |
| **Advance** | To detail all the information about the service. For the fields available in the advance action, see the document [Register/](/en-us/citsmart-platform-9/processes/portfolio-and-catalog/use/register-a-service.html)[Edit a service](/en-us/citsmart-platform-9/processes/portfolio-and-catalog/use/register-a-service.html) |

