Saving Custom Services as Standards

There are two ways to create standard services from custom services in a project.

1. Save as Standard: On any service in the project editor, open the service’s context menu and choose Save as Standard (or Update Existing Standard if the service is already linked to a standard). This creates or updates a standard service in Settings and immediately places it in the Active state, available for use in future projects. Users with the Settings > Content > Professional Services permission at the Manage level see this option.

   On this screen: Choosing Save as Standard opens a dialog titled Save as Standard that asks “Are you sure you want to save service name as standard?” with Cancel and Save buttons. If your account has required service-level User Defined Fields that have no default value, the dialog also lists them under “Standard services require the following:”. Save stays disabled until each of those fields has a value. Fields that already have a default are not listed; that default fills any required value that is still blank. Subservices inherit their parent service’s field values unless they have their own nonblank values. Update Existing Standard shows no prompt for these fields, because the standard already has its values.

   If the save fails, you see “Something went wrong saving this service to standards.” followed by the reason the server gives.

2. Creating a Project Blueprint: Creating a Blueprint from an Approved Project that contains custom services automatically creates Settings versions of all services in the project and adds those services to the Blueprint. When the Blueprint is later used to create a new project, those standard services are added. These services are created directly in the Active state.

Service States in Settings

Every service in Settings has one of the following states.

Active — the service is published and available to add to projects from the project editor. This is the normal state for services created through the UI or saved from a project.

Pending — the service has been created but not yet approved. It is not available in the project editor. Services land in the Pending state when they are imported via CSV. A new or edited service also lands in Pending when it is saved in Settings by a user who is not a service approver, in a line of business that has approvers. The service must be approved before it can be used in a project.

Archived — the service has been removed from active use. It is not available in the project editor and is removed from any associated Blueprints. Archived services can be restored at any time.

Who Can See and Act on Pending Services

The Pending and Archived tabs in Settings are visible only to users with the Professional Services permission (manage level). Users with view or create permissions see only the Active tab.

Approving a Pending Service

To approve one or more pending services:

1. Go to Settings > Content > Professional Services (or Managed Services).
2. Select the Pending tab.
3. Check the box next to each service you want to approve.
4. Click the Approve icon in the toolbar (checkmark icon) and confirm.

The services move to the Active tab and become available in the project editor.

You can also approve a single service by opening it and using the approve action within the service detail view.

What Happens If You Try to Use an Unapproved Service

Pending services do not appear in the service picker in the project editor. Only Active services are returned when building a project. If a service you expect to find is missing from the project editor, check the Pending tab in Settings to see whether it is waiting for approval.

If your account has switched on Approved Services Management, the picker lists the most recently approved version of each service instead. An edited service stays available at its last approved version until the edit is approved, and a service that has never been approved is not offered.

Unapproved Subservices

When a parent service is approved, its subservices are approved at the same time. A parent service with one or more pending subservices shows an indicator in the Settings list until all subservices have been approved.

Archiving and Restoring Services

To archive one or more active services, select them on the Active tab and click the Archive icon. Archived services are moved to the Archived tab and removed from any associated Blueprints.

To restore an archived service, select it on the Archived tab and click Un-Archive. The service returns to the Active tab.