Configuring Category_SPM

Owned by Enterprise IT
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
2 min read

SummitAI Service Management Help

Contents

Service Portfolio Management

Analysts
Creating Service Portfolio Records (SPRs)
Administrators
44708027
Configuring Classification
Configuring Portfolio Record Approver
Configuring Priority Matrix
Configuring Risk
Configuring Impact_SPM
Configuring Urgency
Configuring Priority

What is a Category?

A Category is a group. The Service Portfolio Records (SPRs) are created based on these Categories. You can add and modify Category details for SPRs under a Tenant.

To configure Category:

  1. Select Portfolio > Configuration > Category.
  2. On the CATEGORY page, select the Tenant. A list of all the configured Categories for the selected Tenant is displayed under the DETAILS section.

    CATEGORY page

    Figure: CATEGORY page

Note:

  • The Green color indicates a default Category.
  • The Red color indicates an inactive Category.
  • The Yellow color indicates a new Category.

3. Right-click on any one of the configured Category values, a pop-up list is displayed with the following options:

    • Create Root Node: Click this option to create a new Root Node/Category. A new Node/Category is created at the top of the configured Node list.
    • Create Child Node: Click this option to create a Child Node/Category. A Child Node/Category will be created for the Node/Category on which you right-clicked.
    • Rename: Click this option to rename a Node/Category.
    • Deactive: Click this option to deactivate a Node/Category.
    • Set as Default: Click this option to set a Node/Category as Default Node/Category.

4. Click SUBMIT to save the changes.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CATEGORY page.

EXPAND ALL

Click EXPAND ALL to expand all the configured categories. 

  • To display the inactive Categories, click the Include Inactive check box.

Note:

When the expanded Category list are displayed under the DETAILS section, the COLLAPSE ALL action is displayed on the ACTIONS panel. Click COLLAPSE ALL to collapse the Category list.