UPM-X Architecture & Metamodel

Provides the overview of the UPM-X application architecture and metamodel documentation.


UPM-X is 100% natively running in ServiceNow. It requires no integration and ongoing customization to use the application. It requires the minimum ServiceNow platform installation and extends the CMDB CI table with the Portfolio Element super class table.

The benefit of this innovative modeling approach is, that all fields and portfolio features are inherited from the superior table.

The ServiceNow admin can adapt and configure the architecture like any other ServiceNow application.

UPM·X Architecture


UPM-X’s metamodel is based on ServiceNow’s out-of-the-box Common Services Data Model enhancing with UPM-X specific extensions to enable UPM-X customers to manage and plan their enterprise portfolios.

All to know about the Information Model is, that it comprises:

Classes = Table = Object type = Component type
References = 1-to-many Relationships
Relationships = many-to-many (m2m) Relationships
Hierarchies = parent/child relationships referring to itself
Fields = Properties = Attributes = Column

The following metamodel represents the common relationships used to provide a full line-of-sight of the enterprise. In an architecture practice not all classes are used necessarily.

The green shapes are ServiceNow tables used to provide the full enterprise view. Please note, that there are “alternative” tables introduced years ago by UPM-X which are recently part of the CSDM data model of ServiceNow. As UPM-X is natively extending the CMDB, there is technically no difference between the tables. To avoid confusion, we have included those in our metamodel and renamed the original UPM-X tables to avoid confusion by users.

UPM·X Metamodel

The model can be managed and extended by any ServiceNow admin.

UPM-X Tables

The following lists include all tables which are part of the UPM-X scope, grouped by core object types, features, reporting, and supporting tables:

Core Object Types 

Table Label Description
x_inpgh_upmx_portfolio_element  Portfolio Element Portfolio Element is the super-class containing all sub-classes e. g. Business Application in UPM-X.
x_inpgh_upmx_actor Actor Actors are abstract representations of people, teams, departments, roles and groups.
x_inpgh_upmx_building_block Building Block A Building Block is a reusable compilation of various Portfolio Elements e.g. Business Products, Strategies to provide higher level concept solutions, designs and templates to the Business.
cmdb_ci_business_app Business Application A Business Application is a logical representation of a unique or multiple instance(s) of one or more deployed software products, physically running in- or outside of the enterprise environment, which supports a specific business process/capability.
cmdb_ci_business_capability Business Capability A Business Capability describes what an organization requires executing its business model or fulfill its mission. Think of Business Capabilities as organizational level skills imbedded in people, process, and/or technology.
x_inpgh_upmx_business_process Business Process UPM-X Legacy table. Do not use! A Business Process is an activity or set of activities that provides a specific business capability. Typically, a process produce a specific service or product.
x_inpgh_upmx_business_product Business Product A Business Product is a good produced by the company for external customers. A Business Product is typically an outcome of a Business Capability or Business Process.
x_inpgh_upmx_channel Channel Conduit for delivering goods, services, or information.
x_inpgh_upmx_chatbot Chatbot A Chatbot is a computer program designed to simulate conversation with human users, especially over the internet.
x_inpgh_upmx_component Component A Component encapsulation of technology infrastructure or application functionality that is aligned to implementation structuring.
x_inpgh_upmx_conceptional_data_object Conceptional Data Object A Conceptional Data Object specifies the high-level information flow and data lineage on a conceptional level.
x_inpgh_upmx_control Control Controls are engineering mechanisms that uses continuous monitoring of operational variables e.g. pressure, temperature etc. to reach product output specifications and objectives.
x_inpgh_upmx_data_store Data Store A Data Store is a logical representation of a physical database or file which contains data used by applications or software.
x_inpgh_upmx_domain Domain A Domain name is the address where users can access the website or application via browser.
x_inpgh_upmx_driver Driver A driver represents an external or internal influence that motivates an organization to define its goals and implement the changes necessary to achieve them.
x_inpgh_upmx_glossary Glossary A glossary of terms & definitions.
x_inpgh_upmx_goal Goal A Goal is something directional your business aims to be, as described in words. 
The organizational goals of a company typically focus on its long-range intentions for operating and its overall business philosophy.
E.g. “Be the most customer-centric service supplier in Northern Europe.”
x_inpgh_upmx_hardware_product Hardware Product A Hardware Product is a logical representation of a particular kind of commercially built or custom developed hardware e.g. Apple iPhone X.
cmdb_ci_information_object Information Object An Information Object is a logical, or conceptual representation of a real-world data object e.g. Person.
x_inpgh_upmx_information_object_attribute Information Object Attribute An Information Object Attribute is a logical, or conceptual representation of a real-world data object e.g. Name referring to an Information Object.
x_inpgh_upmx_journey Journey A Journey represents a series of touch points and interactions with organizations or stakeholders, providing/consuming services and products.
x_inpgh_upmx_kpi KPI A Key Performance Indicator (KPI) is used to measure and evaluate the success of an organization or of a particular activity (such as projects, programs, products and other initiatives) in which it engages.
x_inpgh_upmx_kri KRI A Key Risk Indicator (KRI) is a measure used in management to indicate how risky an activity is. Key risk indicators are metrics used by organizations to provide an early signal of increasing risk exposures in various areas of the enterprise. It differs from a key performance indicator (KPI) in that the latter is meant as a measure of how well something is being done while the former is an indicator of the possibility of future adverse impact. KRI give an early warning to identify potential event that may harm continuity of the activity/project.
x_inpgh_upmx_logical_application Logical Application A Logical Application is a higher level aggregation of a Business Application to respond to Business requirements on a conceptional/logical level.
x_inpgh_upmx_logical_data_object Logical Data Object A Logical Data Object specifies the high-level information flow and data lineage on a logical level.
x_inpgh_upmx_logical_interface Logical Interface A Logical Interface is an abstract representation of one or more physical interfaces provided by an Application instance. It helps to understand the integration of Business Applications, and the realization of the data flow i.e. data-lineage.
x_inpgh_upmx_market Market A Market is an actual or nominal place where forces of demand and supply operate, and where buyers and sellers interact (directly or through intermediaries) to trade goods, services, or contracts or instruments, for money or barter.
x_inpgh_upmx_measure Measure A Measure is used to specify the measurement type to track key performance indicators and metrics by e.g. percentage, number, currency, activity, process etc. usually on an ongoing basis, to determine success or alignment with objectives and goals.
x_inpgh_upmx_metric Metric Metrics track and provide data on your organization’s processes and procedures but are not the most important metrics your organization needs to measure, monitor, and perform against to make progress against your strategic plan. E.g. organic inbound website traffic. It’s important to track this metric as it helps feed your strategy outcome, but it’s not a clearly defined KPI related to an outcome. It’s just a valuable metric.
x_inpgh_upmx_microservice Microservice A Microservice is an application component communicating with other Microservices across common interfaces e.g. APIs, REST.
x_inpgh_upmx_mission Mission A Mission is a written declaration of an organization’s core purpose and focus that normally remains unchanged over time. Properly crafted mission statements serve as filters to separate what is important from what is not, clearly state which markets will be served and how, and communicate a sense of intended direction to the entire organization.
x_inpgh_upmx_mobile_application Mobile Application A Mobile Application is an end-user application consumed on a mobile device.
x_inpgh_upmx_objective Objective An Objective is a specific target that helps to measure a goal achievement and typically set out in numbers. Objectives need to be Specific, Measurable, Attainable, Relevant and Time-limited (SMART).
E.g. Reduce OPEX by 20% by end of 2018.
x_inpgh_upmx_organizational_units Organizational Unit An organizational unit is one of several functions within a company typically structured as a multi-level hierarchy.
x_inpgh_upmx_pattern Pattern A Pattern is a reusable compilation of various Portfolio Elements e.g. Business Applications, Software Products to provide pre-defined solutions, designs and templates to the Business and IT.
x_inpgh_upmx_physical_data_object Physical Data Object A Physical Data Object specifies the high-level information flow and data lineage on a physical level.
x_inpgh_upmx_physical_interface Physical Interface A Physical Interface is a technical implemented interface provided or consumed by an Application Service. It helps to understand the integration of Application instances, and the realization of the data flow i.e. data-lineage.
x_inpgh_upmx_ppi PPI Process Performance Indicators (PPI) represent a measurement of the achievement of strategic and operational goals that a company wants to achieve on a process level.
x_inpgh_upmx_principle Principle A Principle is a guiding sense of requirements and obligations the organization has conducted. Architecture Principles, Formats and other Guiding Principles can be managed in a hierarchal order.
x_inpgh_upmx_process Process A Process is an activity or set of activities that provides a specific business capability. Typically, a process produce a specific service or product.
x_inpgh_upmx_process_activity Process Activity A Process Activity is also referred to as sub-processes with execution on divisional, business line, local or regional levels.
x_inpgh_upmx_process_category Process Category Process Categories are used by industry frameworks to classify processes by area. Process Categories can be replaced by top-level Business Capabilities.
x_inpgh_upmx_process_category Process Category Portfolio Element is the super-class containing all sub-classes e. g. Business Application in UPM-X.
x_inpgh_upmx_process_group Process Group Process Groups are groupings of related processes that are applicable across operational hierarchies and silos. Process Groups can be replaced by top-level Business Capabilities.
x_inpgh_upmx_process_operations Process Operations Process Operations are technical calls to technology components, or non-technical work performed manually by a person.
x_inpgh_upmx_process_task Process Task Process Tasks are technical tasks executed on application level, or non-technical tasks performed by people.
x_inpgh_upmx_process_workflow Process Workflow A Process Workflow consists of multiple Process Tasks in order to implement a Process Activity.
x_inpgh_upmx_program Program A Program is a collection of Projects.
x_inpgh_upmx_project Project Projects are planned set of interrelated tasks to be executed over a fixed period and within certain cost and other limitations. It is a major undertaking, especially one involving considerable money, personnel, and equipment.
x_inpgh_upmx_task Project Task A Task is a project related activity that needs to be accomplished within a defined period of time or by a deadline.
x_inpgh_upmx_risk Risk A Risk highlights competitive, economic, operational, legal, compliance, strategic, program, project, quality, process, technology etc. risks, which causes business to fail.
x_inpgh_upmx_social_media Social Media Social Media is an internet-based technology facilitating the sharing of ideas, thoughts, and information through building of virtual networks and communities.
x_inpgh_upmx_software_product Software Product A Software Product is a logical representation of a particular kind of commercially built or custom developed software e.g. Adobe Acrobat Reader V11.x.
x_inpgh_upmx_solution_use_case Solution Use Case A Solution Use Case consists of Process Operations and a set of technologies to implement Process Tasks.
x_inpgh_upmx_strategy Strategy A Strategy describes how the company will achieve its goals and objectives by deploying its scarce resources to gain a sustainable competitive advantage.
x_inpgh_upmx_technical_capability Technical Capability The Technical Capability helps to establish a business language in requirements specification without focusing on specific technologies and vendor solutions. A Technical Capability specifies functional requirements of Business Capabilities provided by Software and Hardware Products e.g. Business Metrics. Business Applications can use a sub-set of Technical Capabilities to provide Business Capabilities. 
x_inpgh_upmx_usage Usage The Usage specifies an element use within a specific company, or department, or location.
x_inpgh_upmx_value_chain Value Chain A Value Chain is the whole series of activities that create and build value at every step.
x_inpgh_upmx_value_stream Value Stream Value streams are artifacts within business architecture that allow a business to specify the value proposition derived by an external (e.g., customer) or internal stakeholder from an organization. A value stream depicts the stakeholders initiating and involved in the value stream, the stages that create specific value items, and the value proposition derived from the value stream. The value stream is depicted as an end-to-end collection of value-adding activities that create an overall result for a customer, stakeholder, or end-user.
x_inpgh_upmx_vision Vision A Vision is an aspirational description of what an organization would like to achieve or accomplish if they successfully fulfill their organizational purpose or mission.
x_inpgh_upmx_website Website An internal or external website used by the organizational users.


Feature Tables

Feature tables are used to define and store feature related data in UPM-X. 

Table Label Description
x_inpgh_upmx_pf_recommendation Recommendation Defines, what needs to be happen to mitigate risk, reduce cost and improve efficiency.
x_inpgh_upmx_pf_lifecycle_breakdown Lifecycle Breakdown UPM-X table containing Lifecycle information.
x_inpgh_upmx_pf_lifecycle Lifecycle UPM-X table containing Lifecycle definitions.
x_inpgh_upmx_pf_kpi_breakdown KPI Breakdown UPM-X table containing KPI information over time.
x_inpgh_upmx_pf_kpi KPI UPM-X table containing KPI definitions.
x_inpgh_upmx_pf_indicator_breakdown Indicator Breakdown UPM-X table containing Indicator Breakdown definitions.
x_inpgh_upmx_pf_indicators Realtime Indicators UPM-X table containing Indicator definitions.
x_inpgh_upmx_pf_cost_breakdown Cost Breakdown UPM-X table containing Cost Breakdown information over time.
x_inpgh_upmx_pf_cost Cost UPM-X table containing Cost information.
x_inpgh_upmx_hosting Hosting UPM-X table to join hosting related information with Portfolio Elements.
x_inpgh_upmx_calculation_rollup_rel Rollup Setting Table containing rollup settings for UPM-X.
x_inpgh_upmx_data_definition Scoped Fields UPM-X Data Quality
x_inpgh_upmx_global_settings Global Settings Table to store UPM-X Global Settings.
x_inpgh_upmx_data_quality Data Quality UPM-X Data Quality
x_inpgh_upmx_data_definition_scope Data Definition Scope UPM-X Data Quality
x_inpgh_upmx_risk_compliance Risk & Compliance UPM-X table to join risk & compliance related information with Portfolio Elements.
x_inpgh_upmx_portfolio_feature  Portfolio Feature Superior table for all portfolio features e.g. cost, KPI etc. Do not use for reporting!
x_inpgh_upmx_pf_stakeholder Stakeholder UPM-X table containing Stakeholder information.
x_inpgh_upmx_pf_scenario Scenario UPM-X table containing Scenario information.
x_inpgh_upmx_rel_type_suggest_group Suggested Relationship Group Used to store for UPM-X Relationship Picker.
x_inpgh_upmx_rel_type_suggest Suggested Relationship Used to store for UPM-X Relationship Picker.
x_inpgh_upmx_pf_reference_model Reference Model A reference model is an abstract framework  or domain-specific ontology consisting of an interlinked set of clearly defined concepts.

Reporting table

Reporting tables provide a quick way for impact analysis and visualizing complex data interdependencies. 

Table Label Description
x_inpgh_upmx_cmdb_cap2cmdb_app2swp Business Capability > Business Application > Software Product Reporting Table: Business Capability > Business Application > Software Product
x_inpgh_upmx_dbv_scenario_reporting Scenario Reporting Reporting table for Scenarios.
x_inpgh_upmx_dbv_pe2project Portfolio Element to Project Database view for Portfolio Elements2Projects.
x_inpgh_upmx_dbv_app2swp Application Risk caused by SW Products Reporting Table: Application Risk caused by SW Products
x_inpgh_upmx_report_proc2cmdb_app2sftprd Process > Business Application > Software Product Reporting Table: Process > Business Application > Software Product
x_inpgh_upmx_report_proc2app2sftprd Business Process UPM-X > App UPM-X > Software Product Legacy table. Do not use!
x_inpgh_upmx_report_cmdb_app2swp Business Application > Software Product Reporting Table: Business Application > Software Product
x_inpgh_upmx_report_cap2app2swp Business Capability UPM-X > App UPM-X > Software Product Legacy table. Do not use!
x_inpgh_upmx_report_cap2app2dbs Business Capability UPM-X > App UPM-X > Database Legacy table. Do not use!
x_inpgh_upmx_report_app2swp Business Application UPM-X > Software Product Legacy table. Do not use!
x_inpgh_upmx_report_app2infobj2infobjattr Business Application UPM-X > Information Object UPM-X > Info Object Attribute Legacy table. Do not use!

Supporting Tables

Supporting tables are required by UPM-X for additional features.

Table Label Description
x_inpgh_upmx_m2m_stakeholders_portfolio_el Portfolio Element to Stakeholder The many-to-many Relationship between Portfolio Elements and Stakeholder.
x_inpgh_upmx_m2m_scenarios_portfolio_el Portfolio Element to Scenario The many-to-many Relationship between Portfolio Elements and Scenario.
x_inpgh_upmx_m2m_pe2reference_model Portfolio Element to Reference Model The many-to-many Relationship between Portfolio Elements and Reference Model.
x_inpgh_upmx_m2m_data_definit_data_definit UPM-X m2m Data Definit Data Definit UPM-X Data Quality
x_inpgh_upmx_pe_productive Portfolio Element Productive  
x_inpgh_upmx_pe_initialization Portfolio Element Initializations  
x_inpgh_upmx_pe_expiration Portfolio Element Expiration  
x_inpgh_upmx_custom_hierarchy_definition UPM-X Portal Custom Hierarchy Definition Table required for UPM-X Portal.
x_inpgh_upmx_custom_hierarchy UPM-X Portal Custom Hierarchy Table required for UPM-X Portal.
x_inpgh_upmx_dashboard_filter_store Dashboard Filter Store for UPMX Reports  
x_inpgh_upmx_roadmap_request Roadmap Request  
x_inpgh_upmx_roadmap_elements Roadmap Elements  
x_inpgh_upmx_report_request Report Request  
x_inpgh_upmx_report_elements Report Elements  
x_inpgh_upmx_portfolio_element_to_stakeholder_view Portfolio Element to Stakeholder Database View joining Portfolio Elements and Stakeholders table.
x_inpgh_upmx_portfolio_definition UPM-X Portal Definitions Table required for UPM-X Portal.
x_inpgh_upmx_portfolio_attributes UPM-X Portal Portfolio Attributes Table required for UPM-X Portal.
x_inpgh_upmx_rating_data Rating Data