---
title: Pipeline
slug: helium-en/pipeline
description: Learn how to effectively use the Pipeline feature in Portfolio Management with this comprehensive guide. Explore the step-by-step instructions for accessing and utilizing the Pipeline, including designing, ordering, editing, and advancing services. Discov
createdAt: 2021-10-19T01:06:12.000Z
---

The Pipeline is a part of the <font color="#2166ae">**Portfolio Management**</font> that contains references to services that are not yet available for their use.&#x20;

This Pipeline also provides information about current services, services being created, and obsolete services.

## Before getting started

- [x] &#x20;A Service Portfolio must be already created;
- [x] &#x20;Create the service category;
- [x] &#x20;Create the group(s) that will use the service;
- [x] &#x20;Permission to access the Portfolio Management functionality.

## Procedure

1. Access the main menu `Processes > Portfolio and Catalog Management > Portfolio;`
2. Find the Portfolio you want, and click on "**Advance**";
3. Three tabs will be presented: <font color="#2166ae">**Service Pipeline, Service Catalog, and Obsolete Services***.*</font>**

### Designing a Service

The design phase of a Service is done through the <font color="#2166ae">**Services Pipeline**</font> tab. It will present the services which are not ready for production yet. We have the following actions available:

| **Action**   | **Description**                                                                                                                                                                                                                                          |
| ------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| New Service  | To start creating a service for the Service Portfolio. For the fields to be completed, see the document [](/en-us/4biz-helium/processes/portfolio-and-catalog/use/register-a-service.html)[Registering/Editing a Service](docId\:fbyDMP89fFeawecgWR1sl)  |
| Service Name | To order the list of services in the pipeline by name                                                                                                                                                                                                    |
| ASC          | To order the list of services by ascending or descending                                                                                                                                                                                                 |

:::hint{type="info"}
🖊 <u>**Note**</u>**:&#x20;**&#x54;he service will only advance to the service catalog phase when its Service Phase is set as "**Chart**" and the Service Status as "**Production**".
:::

Still in the <font color="#2166ae">**Services Pipeline**</font> tab, if you want to check the information of a service that is not live yet, you can pick one from the list available. For those services, we have the following actions:

| **Action** | **Description**                                                                                                                                                                                                                                                         |
| ---------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Edit       | To edit all the information for the creation of a service                                                                                                                                                                                                               |
| Advance    | To detail all the information about the service. For the fields available in the advance action, see the document <br />[Registering/Editing a Service](docId\:fbyDMP89fFeawecgWR1sl)[](/en-us/4biz-helium/processes/portfolio-and-catalog/use/register-a-service.html) |

### Service Catalog

In the <font color="#2166ae">**Services Catalog**</font> tab, a list of the Services that are in production will be available. The same actions as in the service pipeline are available there:

| **Action** | **Description**                                                                                                                                                                                                                                                          |
| ---------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Edit       | To edit all the information of a service                                                                                                                                                                                                                                 |
| Advance    | To detail all the information about the service. For the fields available in the advance action, see the document <br />[Registering/Editing a Service](docId\:fbyDMP89fFeawecgWR1sl) [](/en-us/4biz-helium/processes/portfolio-and-catalog/use/register-a-service.html) |

### Obsolete Services

Finally, the <font color="#2166ae">**Obsolete Services**</font> tab presents all services that are retired and those that are out of operation. It is used to maintain a history of all of the services that have gone through the pipeline and that are now deprecated. As in the other tabs, the list of Services and the following actions will be there:

| **Action** | **Description**                                                                                                                                                                                                                                                           |
| ---------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Edit       | To edit all the information of a service                                                                                                                                                                                                                                  |
| Advance    | To detail all the information about the service. For the fields available in the advance action, see the document <br />[Registering/Editing a Service](docId\:fbyDMP89fFeawecgWR1sl)  [](/en-us/4biz-helium/processes/portfolio-and-catalog/use/register-a-service.html) |

