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The essence of relationships

Relationships are key to interconnect entities (Portfolio Elements) e.g. Business Application X with Business Capability Y to understand the interdependencies. Interconnecting entities with relationships in UPM·X will enable cross-portfolio impact analysis capabilities and is essential for a modern decision making.

NOTE: An Administrator can only define Relationships. UPM·X is using ServiceNow’s CI Relationships feature, which is part of the CMDB. 

Relationship Types

Relationship Types are generic descriptions between two classes (tables), where the parent and child of the Relationship Type is distinguished.

Open the Relationships -> Relationship Types table from the Application Menu.

A – Click New to create a new Relationship Type.

B – Shows the list of already available Relationship Types.

Relationship Types—Create a new Relationship Type

Click the New button on the Relationship Type table. 

A – Enter a Parent descriptor e. g. Provides.

B – Enter a Child descriptor e. g. Provided by. 

Suggested Relationships

Suggested Relationships help to quickly identify the preferred relationship types while connecting Portfolio Elements. The Suggested Relationships will be visible while creating a new relationship in the Relationship Section.

Open the Relationships -> Suggested Relationships table from the Application Menu.

A – Click New to create a new Relationship Type.

B – Shows the list of already available Relationship Types.

Suggested Relationships—Create a new Suggested Relationship

Click the New button on the Suggested Relationships table. 

A – Select a Base class (Parent).

B – Select a Relationship (Relationship Type) defined previously.

C – Select a Dependent class (Child).

Relationship Section

The Relationship Section is the major view for all users to see, created and edit relationships between Portfolio Elements and CI’s.

Open any Portfolio Element Form and click the Relationships Section.

A – Shows the icon and Relationship type

B – Next to the Relationship type you can see the class / table name.

C – Shows the level depth of the relationship. Use the setting button (see H) to show additional levels. 

D – Shows the name of the Portfolio Element / CI.

E – Search for a Portfolio Element / CI on the Relationship Section. 

F – Press the “+” button to open the Relationship Editor to create a new Relationship.

G – Click to open the BSM map, which provides a visual representation of the related items. 

H – Settings for the Relationships Section:

  • Switch between Flat / Tree View
  • Show Relationships in Split / Merge Mode
  • Filter Relationship Levels
  • Filter Relationships by Type

Relationship Editor

Click the “+” button in the Relationship Section to open the Relationship Editor.

A – Shows the suggested Relationship Types in blue, and all other available types in black.

B – Based on the selected Relationship Type under the filter content and Configuration Items (Portfolio Elements) under C will be updated automatically. The filter can be changed and extended with custom queries to reduce the amount of results under C.

C – Shows the Portfolio Elements / Configuration Items (CI) based on the filter B. Select the items to add as Relationships to section E.

D – Click the “+” button to add the selected Portfolio Elements / Configuration Items selected under C.

E – Shows the created Relationships to Portfolio Elements / Configuration Items. New added ones, which are not saved are shown in green.

F – Click the trash button to delete selected Relationships under E.

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