Properties

Portfolio Element is the super-class containing all sub-classes e. g. Value Stream in UPM-X. This document shows the fields on the Portfolio Element table.

Property

Label

Type

Calculated

Description

#Incidents

n_incidents

Integer

YES

The aggregation of all incidents related to the Portfolio Elements within the last 12 months.

#Outdated Software

n_outdated_software

Integer

YES

The #Outdated Software shows the number of Software Products that reached the Expiration, Exceptional or Non-Productive stage.

#Relationships

n_relationships

Integer

YES

The #Relationships counts the total number of upstream and downstream direct relationships.

#Relationships to Business Application

rel_bus_app

Integer

YES

The number of relationships with Business Applications.

#Relationships to Business Capabilities

rel_bus_cap

Integer

YES

The number of relationships with Business Capabilities.

#Relationships to Processes

rel_to_processes

Integer

YES

The number of relationships with Business Processes.

#Users

n_users

Integer

YES

The #Users copies the latest number of actual users defined as a KPI.

Alias

alias

String

Alternative names. Local characters are allowed.

Attach verify data notification workflow

attach_verify_workflow

True/False

Not used.Inherited from cmdb_ci base class

Business Criticality

business_criticality

Integer

Criticality level of the business impact an outage will have on the enterprise. Typically the impact is measured in financial loss.

Business Owner

business_owner

Reference: User

Accountable legal person.

Business Value Score

business_value_score

Integer

YES

The Business Value Score calculates the Business Value based on the contribution to Business Capabilities and Business Processes while considering their Business Criticality.

Capability Score

capability_score

Integer

YES

Sum of Business Criticalities for all provided Business Capabilities.

CAPEX Baseline

capex_baseline

Currency

YES

Total Baseline Capital Expenditures

CAPEX Current

capex_current

Currency

YES

Current Capital Expenditures, considering only the current year's costs.

CAPEX Planned

capex_planned

Currency

YES

Total Planned Capital Expenditures for all years.

CAPEX Total

capex_total

Currency

YES

Total Actual Capital Expenditures for all years.

Class

sys_class_name

System Class Name

Class of the Metamodel Type. Inherited from cmdb_ci base class

Compliance Risk Score

compliance_risk_score

Integer

YES

The Compliance Risk Score counts the number of Non-Compliant and Non-Conformant Relationships.

Cost

cost

Floating Point Number

Not used.Inherited from cmdb_ci base class

Data Completeness

data_completeness

Percent Complete

YES

The calculated field represents the average data completeness of all fields.

Data Currentness

data_currentness

Percent Complete

YES

The calculated field represents the average data currentness of all fields.

Data Verified

data_verified

True/False

YES

The field is true if the data is verified.

Days in Prod

days_in_prod

Integer

YES

Counts the days from entering the Lifecycle Stage 'Productive' for the Internal Lifecycle until the current date, which hasn't reached the 'Non-Productive' Lifecycle Stage.

Days to Benefit

days_to_benefit

Integer

YES

The Days to Benefit calculates the remaining days before the expected benefits (Due) needs to be achieved.

Days to EOL

days_to_eol

Integer

YES

Days to EOL counts the days remaining to enter the ‘Non-Productive’ Lifecycle Stage.

Development

development

Reference: Department

Shows where the development has taken place.

Domain

sys_domain

Domain ID

Used when Domain separation plugin activated. Inherited from cmdb_ci base class

Enterprise Architect

enterprise_architect

Reference: User

Assigned Enterprise Architect responsible for this element.

Expected Benefit

expected_benefit

Currency

The monetary expected Return of Investment (ROI).

External ID

external_id

String

Unique ID of an external source used as a reference.

Fields Updated

u_fields_updated

String

YES

Stores all the updated fields which are under Data Verification.

Full Path

full_path

String

The full hierarchy path results through the Parent reference level.

Functional Redundancy Score

functional_redundancy_score

Integer

YES

The Functional Redundancy Score identifies the number of all Portfolio Elements related to the same Reference Model.

GDPR Relevant

gdpr_relevant

True/False

General Data Protection Regulation (GDPR) Relevant.

Implication

implication

String

Description of the potential positive and negative implications if the current Portfolio Element is unavailable.

Importance

importance

Integer

Level of importance from a functional or technical viewpoint, which typically is not directly related to business criticality.

Instructions

instructions

String

Optional field to capture instructions about the element.

Internal ID

internal_id

String

A unique ID is defined internally to be used as a reference.

Internal Lifecycle

internal_lifecycle

String

YES

Lifecycle type is defined for the internal usage of Portfolio Elements.

IT Owner

it_owner

Reference: User

The accountable person from an IT perspective.

Journal

journal

Journal

Chronological comment field including user name and time stamp.

LEVEL

level

Integer

YES

Shows the current level within the parent/child (reference) hierarchy.

Maintenance schedule

maintenance_schedule

Reference: Schedule

Not used.Inherited from cmdb_ci base class

Managed by

managed_by

Reference: User

Not used.Inherited from cmdb_ci base class

Manufacturer

manufacturer

Reference: Company

Manufacturer of the Element.

Manufacturer Lifecycle

manufacturer_lifecycle

String

YES

Lifecycle type is defined externally by the manufacturer of a product

Maturity

maturity

Integer

The maturity of the Element.

Monitor

monitor

True/False

Not used.Inherited from cmdb_ci base class

Name

name

String

Unique name.

Number

number

String

Unique ID generated by the system.

OPEX Baseline

opex_baseline

Currency

YES

Total Baseline Operational Expenditures

OPEX Current

opex_current

Currency

YES

Current Operational Expenditures, considering only the current year's costs.

OPEX per User

opex_per_user

Currency

YES

OPEX per User shows the single user cost of the Portfolio Element based on the current year's cost.

OPEX Planned

opex_planned

Currency

YES

Total Planned Operational Expenditures for all years.

OPEX Total

opex_total

Currency

YES

Total Actual Operational Expenditures for all years.

Parent

parent

Reference:[to table itself]

Superior (higher level) Portfolio Element. Typically used to create a hierarchy.

Process Score

process_score

Integer

YES

Sum of Business Criticalities for all provided Business Processes. The Business Process needs to be the Parent in the relationship.

Progress %

progress

Percent Complete

Level of progression of the underlying tasks and work.

Rationale

rationale

String

The rationale and motivation to introduce or keep the Portfolio Element.

Rationalization Score

rationalization_score

Integer

YES

The Rationalization Score considers multiple parameters to calculate the Rationalization Score. The higher the value, the higher ranked is the Rationalization Candidate.

Recommendation

recommendation

Integer

YES

Defines what needs to happen to mitigate risk, reduce cost and improve efficiency.

Reference Model

reference_model

Reference: Reference Model

Recommendation to use Technical Capabilities instead!
A reference model is an abstract framework or domain-specific ontology consisting of an interlinked set of clearly defined concepts.

Requires verification

unverified

Integer

YES

Inherited from cmdb_ci base class

Schedule

schedule

Reference:Schedule

Not used.Inherited from cmdb_ci base class

Security Classification

security_classification

Integer

Describes the confidentiality level.

Serial number

serial_number

String

Not used.Inherited from cmdb_ci base class

Skip sync

skip_sync

True/False

Not used.Inherited from cmdb_ci base class

Sponsor

sponsor

Reference: User

The Budget Owner.

Stakeholder Rating

stakeholder_rating

Integer

YES

The Stakeholder Rating represents the average rating of all stakeholders.

Standards Lifecycle

standards_lifecycle

String

YES

Lifecycle type defined for Standards.

Start date

start_date

Date/Time

Not used.Inherited from cmdb_ci base class

Status

install_status

Integer

Not used.Inherited from cmdb_ci base class

Steward

steward

Reference: User

Responsible for maintaining and ensuring high-quality data of the current Portfolio Element.

Subcategory

subcategory

String

Not used.Inherited from cmdb_ci base class

Support group

support_group

Reference: Group

Not used.Inherited from cmdb_ci base class

Supported by

supported_by

Reference: User

Inherited from cmdb_ci base class

URL

url

URL

Hyperlink to an internal or external website or document management system.

Vendor

vendor

Reference: Customer

Inherited from cmdb_ci base class

Version

version

String

The version number of the Portfolio Element

Warranty expiration

warranty_expiration

Date

Not used.Inherited from cmdb_ci base class