Creating Services Products

You can create stand-alone Services Products, and you can create Services Products within the structure of another Services Product. A stand-alone Services Product can then be used to add to a service product structure, or to create its own nested structure.

Required license role: Services Product Manager, Services Product Developer

  1. To create a stand-alone Services Product, open the Create Product dialog box from one of these locations:

    • From the top bar, click Add > Services Management > Create Product.
    • From the Products list, click Actions > Create Product. For more information, see Products Page.

    To create a Services Product within the structure of another product, follow these steps:

    1. Open the required Services Product. This product can be the immediate parent for the one you want to create, or a higher-level Services Product whose structure includes the required parent Services Product.
    2. In the navigation pane, click Product Nesting.
    3. Click Enable Edit .
    4. Select the parent Services Product. You can use to expand the structure to find the required parent product.
    5. Select Actions > Create New.

    To create a Services Product as a related product of a Services Project, follow these steps:

    1. Open the required Services Project.
    2. In the navigation pane, click Objectives.
    3. Click the Related Products tab.
    4. Select Actions > Create New.

  2. Enter these details:

    FieldDescription
    NameA short name for the product. Click Autoname to have the app assign the product name.
    TypeServices Product. There are no subtypes defined.
    RevA revision number or code.
    Product ClassificationThe type of financial product. You must assign a product classification prior to the Services Product reaching the Review state.

    These are the default choices; your administrator can choose to remove any classifications that your company does not use.

    OptionDescription
    Financial ProductA marketing entity that can include other services and products (a bundle).
    Financial ServiceA service performed for a customer, typically sold with other services within a product.
    Financial ComponentTechnical part composing services.
    Financial InstrumentTechnical part composing services.

    If you do not select a classification now, you can add it later. You must select a classification prior to the Services Product reaching the Review state.

    Your organization can add classifications to this list, and those classifications could add additional attributes. For more information, see Configuring Services Management.

    Marketing NameBy default this field is populated with the same value as you typed in the Name field. If you opted to automatically name the product, you must type a marketing name.
    Change Controlled Select True or False. The default is False.

    When True, requires the release process of the Services Product to be managed by Change Management and you cannot promote the Services Product to the Draft state unless it has been added to a Change Order.

    DescriptionA brief description of the Services Product.
    CompanyClick to search for and assign a different company for the new product.
    OwnerClick to search for and assign an owner. By default, the person who creates a product is its owner.
    Design Responsibility Click to search for and assign the design responsibility for the model to a different organization or project.

    If no design responsibility is defined, the product is accessible by all Product Managers and System Engineers of the company. If you choose an organization that you do not belong to, you will not be able to access the new model once it is created.

    The design responsibility must be assigned before the product line reaches the Released state.

    SponsorClick to select a person who endorses this product. If you add a governing project after you create this product, the sponsor for that project, if any, overwrites this value.
    Marketing TextType the marketing text of the new product.
    Commerical Choose Yes if the product can be sold. Choose No if the product will not be sold.

    When set to Yes, the Services Product is tracked by Product Referential Metrics. For more information, see Product Referential Metrics – Services Products List.

  3. Click Done.

    You can also click Apply to create the Services Product without closing the dialog box to continue creating products. In this way, you only need to edit the fields that change for subsequent products instead of having to enter all of the information again.

If a project exists that will manage the development of this product, edit the product properties to add that project as a governing project.