Managing Services › Main Properties (Service) › Edit General Information (Service)

Edit General Information (Service)

Use the service properties page to view or edit general information, such as the name, ID, description, and so on.

You can also view or associate an Organizational breakdown structure (OBS) with the service for security, organizational, or reporting purposes.

Follow these steps:

1. Open the service.

   The properties page appears.

2. In the General section, view or edit the following fields, and save the changes:

   Service Name

   Defines the name of the service.

   Limit: 80 characters

   Service ID

   Defines the unique identifier of the service.

   Description

   Defines the detailed description for the service.

   Limit: 762 characters.

   Main Application

   Defines the main application associated with the service.

   Manager

   Defines the manager of the service. By default, the manager is the user who creates the service.

   Active

   Specifies if the service is active. Activate the service to allow resources to view services in any capacity planning portlet.

   Default: Selected

   Goal

   Defines the goal for the service that aligns it with the main corporate strategy. Select a goal from the drop-down. Your organization defines the values and your CA Clarity PPM administrator sets them.

   The metric is used in portfolio analysis when you use comparable goal criteria across all portfolio services.

   Alignment

   Indicates how the service aligns with the organization business goal. The higher the value, the stronger the alignment. The metric is used in portfolio analysis for comparable business alignment criteria across all portfolio services.

   Enter a numeric value. When saved, one of the following stoplight symbols displays:

   • Red stoplight. Score from 0 to 33 are not aligned.
   • Yellow stoplight. Score from 34 to 67.
   • Green stoplight. Score from 68 to 100 are aligned.

   Status

   Indicates the status of the service.

   Values: Approved, Rejected, Unapproved

   Default: Unapproved

   Status Indicator

   Displays a graphical representation of the status. For example, if the status is "Approved," you can visually represent the status as a Green stoplight.

   Values: Red, Yellow, and Green. When saved, the selection displays as a stoplight symbol.

   Stage

   Defines the stage in the investment lifecycle. The list of choices is company-specific and depends on the values that your administrator sets.

   The metric is used in portfolio analysis when you use comparable stage criteria across all portfolio investments.

   Priority

   Indicates the relative importance to the organization business goal. The metric is used in portfolio analysis when you use comparable priority criteria across all portfolio investments.

   Limit: zero (low) to 36 (high).

   Default: 10

   Risk

   Indicates the numeric score for risk. Lower the value, lower is the risk. The metric is used in portfolio analysis when you use comparable risk criteria across all portfolio investments.

   Enter a numeric value. When saved, one of the following stoplight symbols is displayed.

   • Green stoplight. Score from 0 to 33 indicates low risk.
   • Yellow stoplight. Score from 34 to 67.
   • Red stoplight. Score from 68 to 100 indicates high risk.

   Progress

   Indicates the progress of the investment.

   Values:

   • Completed
   • Not Started
   • Started

   Default: Not Started

   Required

   Indicates if the investment meets a business requirement. The attribute is used to track investments in portfolios, portlets, or graphs. Select the checkbox to indicate that the investment meets a business requirement.

   Date Created

   Displays the date on which the service was created.

   Last Modified

   Displays the date the service was last modified.

3. In the OBS section, associate an OBS to the service.