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Managing Services › Create Services

Create Services

This procedure explains how to create a service.

You can also import a service from another system of record using the XML Open Gateway.

For more information, see the XML Open Gateway Developer Guide.

Follow these steps:

  1. Open Home, and from IT Service Management, click Services.

    The list page appears.

  2. Click New.

    The create page appears.

  3. In the General section of the page, complete the following required fields:
    Service Name

    Defines the name of the service.

    Limit: 80 characters

    Service ID

    Defines the unique identifier for 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.

    Start Date

    Defines when the service starts.

    Note: If the start date and finish dates are not specified, you cannot calculate the allocation data that displays on the Team page.

    Finish Date

    Indicates when the service finishes.

    Set Planned Cost Dates

    Specifies if the planned cost dates are synchronized with the service dates. Selecting the option for a detailed financial plan, does not affect the planned cost dates.

    Default: Selected

    Required: No

    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.

    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.

  4. In the Organizational Breakdown Structure section, associate an OBS with the service for security, organizational, or reporting purposes. When editing properties, if a department is selected on the financial properties page, the field can be auto-populated.

    The OBS named Department is used to associate the service with a CA Clarity PPM department. If multiple OBS of the same name exist, the department is listed last.

    For more information, see the Basics User Guide.

  5. Save the changes.