Lifecycle

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lifecycle describes the different stages and phases of a Portfolio Element e.g. Business Application during its full lifetime.

Lifecycle Stages

Every Portfolio Element is passing these lifecycle stages during its lifetime:

  • Initialization – comprises the preparation and planning timeframe, including evaluation, review and approval
  • Productive – describes the period where the Portfolio Element is used actively within the enterprise 
  • Expiration – is the sun-setting period, where Portfolio Elements are removed and not being deployed again 
  • Exceptional – a defined waiver which allows the usage for a limited time-period
  • Non-productive – describes the stage at which the Portfolio Element is completely removed from productive usage

Lifecycle Phases

Each lifecycle has various lifecycle phases. Each lifecycle phase describes a specific time-frame within a lifecycle stage, which is a result of a decision, or a natural or forced progression during the evolution of an element. For example, the manufacturer discontinues the production of a hardware product model and indicates this for the market by putting the lifecycle phase from General Available to End of Life and then to Obsolete.

Lifecycle phases and colors can be adapted easily to your specific requirements!

Defining and Changing Lifecycle Phases

The adaption of the existing lifecycle phases and creating new ones is quite easy but requires UPM·X Admin privileges to be executed.

Open the Portfolio Features -> Lifecycles table from the Application Menu.

A – Specify the lifecycle type e.g. Internal Lifecycle or Manufacturer Lifecycle

B – Select the lifecycle stage to which the lifecycle phase will belong. 

C – Describe the name of the lifecycle phase. 

D – Provide a short description for the lifecycle phase.   

E – You can activate/deactivate a lifecycle phase to remove it from the lifecycle editor and lifecycle roadmap.

F – The order of the lifecycle phase will ensure, that start dates can only be set in the increasing order of the lifecycle phases.

G – The color hex-code will be used for the visualizations.  

H – Define the target table, to which this lifecycle belongs to. In case you want to define a new lifecycle phase for Business Applications, you need to select the table.

Lifecycle Editor

The lifecycle editor is part of all Portfolio Element forms in UPM·X and enables admins, editors and readers (readers only, if the user is set as a Business Owner, IT Owner or Steward) to set the start date of lifecycle phases. 

Open a form of any Portfolio Element and click on the Lifecycles section.

A – Based on the lifecycle types for that table, more than one lifecycle type will be available. Clicking on the lifecycle type name will collapse/open the lifecycle phases.

B – All lifecycle phases are sorted by the 5 lifecycle stages.

C – The lifecycle phases and start dates are grouped by the lifecycle stages and sorted by the order. Entering a start date and saving/updating the Portfolio Element will update the corresponding lifecycle visualizations.   

Lifecycle Timeline

The Lifecycle Timeline is available on top of all Portfolio Element Forms.

The Lifecycle Timeline visualization represents all lifecycle types and lifecycle phases based on their starts dates as a roadmap for that specific Portfolio Element.

A – Shows the Portfolio Element name. 

B – Shows the lifecycle types. 

– Marker, showing today’s date.

D – Lifecycle phase name and color as specified in the lifecycle definition table.