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Services

A service is something you deliver: Application Support, Cloud Migration, Managed Security. Most other things in DigitalCore attach to a service or to one of its engagements.

Service fields

FieldPurpose
NameShort label, for example “Cloud Operations”.
CategoryGrouping such as Managed Service, Project, or Advisory.
OwnerThe person accountable for the service.
DescriptionWhat is included and what is not.
Default templatesTemplates used when you start a new engagement.

Service versus engagement

A service is the catalog entry. An engagement is one instance of that service for a customer or internal team.

ServiceEngagement
Cloud OperationsCloud Operations for Acme Corp
Application SupportApp Support for Internal Finance
Defined onceCreated per customer

Reports roll up at both levels. See Portfolio.

Lifecycle

  1. Draft. Service exists but is not yet active.
  2. Active. You can create engagements against it.
  3. Deprecated. No new engagements; existing ones continue.
  4. Archived. Fully retired.