Product Catalog Metrics – Services Items List

Filters

You can filter the widget by several types of data. The filter optimizes the initial data set so that it displays faster. The filter remains in effect between sessions so you only need to set it once unless you want to change it. If a tab includes both the Services Items List and the Services Items Overview widget, setting the filter on one widget automatically applies that filter to the other widget.

To set a filter, follow these steps:

Click Filters .
Select how you want to filter the list. You can filter by any combination of the listed filters, and you can select multiple items for each filter. If you do not select a value for a data item, all of the values for that filter are used to display the list.
- Design Responsibility: start typing the name of the business unit, company, or department
- Life Stage: Development, Release, General Availability, Modification, Cancelled, Obsolete
- Classification: Financial Product, Financial Service, Financial Component, Financial Instrument
- Saleable: Yes or No
- Market: Start typing the name of a region or country.
Click Apply.

To remove a value from a filter, click the X in the tag. When you set this filter, the app also applies that filter to any Product Catalog Metrics - Services Items Overview widget included on the same tab.

You can change the widget title to reflect the type of filtered data you selected. For more information, see Setting Preferences.

Services Items List

Click to view as a list. When viewing the Services Items as a list, you see these columns. Click a column header to sort by that column. You can drag columns to rearrange them. The rearrangement of columns is not saved when you refresh the widget (the next session or if you use Preferences > Refresh).

Marketing Name
Product Classification
Saleable
Sales Intent
Markets
Life Stage
Governing Project
Owner
Design Responsibility
Sponsor

You can click Export to export the table contents to a comma-separated values (CSV) file. The CSV file only includes the data visible in the table.

Click on any row to view that item's details. The app switches to tile view and slides the tiles to the left, and shows the Properties for the Services Item.

Services Items Tiles

Click to view as tiles. The tiles view shows your Services Items as small tiles. When you click a tile, the small tile slides to the left and shows details about that Services Item in the right pane. The details include these items:

ID Card
Properties
Documents
Marketing and Sales
Selected Options
Define Status
Composition
Related Items

Small Tile

When viewing the tasks as tiles, you see the list pane with a small tile for each Services Item and the details pane. The small tile includes this basic information:

Services item name
Product classification
Life stage

ID Card

When you click a small tile, the ID card slides into view. The ID card includes these details:

Services item name
Product classification
Life stage
Saleable

Click Open in 3DSpace to open the Services Item in Services Management. For more information, see Services Item Properties.

Services Items Properties

The Properties tab includes more details than in the list of Services Items:


Property	Description
Marketing Name	The marketing name of the Services Item.
Product Classification	The product classification copied from the based on Services Product.
State	The current lifecycle state of the Services Item.
Policy	The policy that governs the lifecycle of the Services Item.
Based On	The name of the Services Product on which this Services Item is based.
Governing Project	The project that governs the development of the Services Item.
Owner	The person who owns the Services Item.
Design Responsibility	The organization responsible for designing the Services Item.
Sponsor	A person who endorses this product.

Documents

The Documents tab lists a tile view of Services Documents added to Services Item. Click a document name. You can click Download to save the document to your computer.

If you click the document name, the small tile slides to the left and the Id card and property details of the document display. The properties include these details:


Property Name	Description
Title	Title assigned to the Business Document.
Owner	Name of the person who owns the document.
Type	Business Document. This is the only document type used for Proposals.
Modifed	The most recent date that the document was updated.
Description	A brief description of the purpose of the document.
Originated	The date the document was created.

To work with a document, you can perform these tasks:

Click Download to save a document to your computer.
Click the document name to view its properties.
On the Properties list, click Open in 3DSpace to open the document in Collaboration and Approvals. For more information, see Documents and Content.

Marketing and Sales

The Marketing and Sales tab lists properties of the Services Item that deal with marketing or selling of the Services Item.


Property Name	Description
Marketing Text	The descriptive marketing text of the Services Item.
Saleable	Is this item available to sell: Yes or No
Sales Intent	Indicates how the Services Item is intended to be used to sell the product: Standard Configuration: Can be sold in the market and appears in a product catalog. Custom Configuration: Created for one customer and is not available in the product catalog.
Markets	The countries or regions where the Services Item can be marketing.
Life Stage	The current stage of the Services Item.
Start Effectivity	The date when the effectivity of this Services Item starts.
End Efefctivity	The date when the effectivity of this Services Item should end.
Purpose	Indicates how the Services Item will be used: Evaluation: For internal engineering, for example, to test configuration rules. Order: For sale to customers. Accessory: The default for Services Items based on configuration features.
Milestone	If the Services Product selected for Based On has a governing project, shows the milestone at which the effectivity for this Services Item begins.

Selected Options

The Selected Options tab lists the Configuration Features and the selected Configuration Options that define the Services Item in a tree structure.


Column	Description
Tree	Shows the names of the Configuration Features and the selected Configuration Options in a tree structure.
Type	The type of object for that row: Configuration Feature or Configuration Option.
Name	The display name for the object.
Revision	For Configuration Features, the revision level.

Define Status

The Define Status tab lists the status of the configuration.


Property	Description
Rule Compliancy Status	Indicates whether the Services Item is compliant with configuration rules: Valid: Selected options are all compatible. No conflict was found. Invalid: Some selected options are not compatible. They are in conflict with one or more rules defined in the system. Unknown: No status was computed. Rules are disabled.
Configuration Completeness Status	Indicates how complete the Services Item is: Partial: At least one "must select" feature does not have a value, part of the product definition is missing—the resulting product is partial. Complete: All "must select" features have a value and "single select" features have no more than one option selected—the resulting product is coherent and complete. Hybrid: At least one "single select" feature has multiple options selected, so the resulting product is a mix of several valid products—it is hybrid.
Overall Completeness Status	Indicates how complete the Services Item is based on the configuration completion status, and if the rules are valid and activated.

Composition

The Composition tab shows the nested items as a tree structure.

Marketing name
Product Classification
Design Responsibility
State

The Related Items tab shows a tile view of other Services Items configured for the same Services Product. Hover over the tile to view the marketing text, owner, and current state of the Services Item.