Quick start tests for Service Portfolio Management Premium

reference brazil Updated Sep 10, 2026 2 min read quick-start-tests-SPM-Premium.md
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Validate that Service Portfolio Management Premium still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.

Service Portfolio Management Premium quick start tests require activating the Service Portfolio Management Premium plugin (com.snc.spm).

Test

Description

Release version

Portfolio Editor: Not Portfolio Owner, Read Only Taxonomy Access

Ensure a portfolio editor can only read associated non-owned portfolio taxonomies.

Orlando

Portfolio Editor: Cannot create new Portfolios

Ensure a portfolio editor cannot create new portfolios.

Orlando

Portfolio Editor: Valid Portfolio Owner Taxonomy Access

Ensure a portfolio owner has access to taxonomies within owned portfolios.

Orlando

Service Editor: Access

Ensure a service editor can only edit owned services and offerings.

Orlando

Portfolio Editor: Can Modify Owned Portfolios

Ensure a portfolio editor can modify and update owned portfolios.

Orlando

Create a Portfolio

Ensure a portfolio admin can create a new portfolio.

Orlando

Portfolio Editor: Cannot Modify Non-Owned Portfolios

Ensure a portfolio editor cannot modify non-owned portfolios.

Orlando

Service Workflow

Verify that a service cannot move forward to Catalog phase without a service portfolio, taxonomy node, and service offering attached to it.

Verify a service cannot move backward from the Catalog phase to the Pipeline phase.

Orlando

Service Portfolio (Normal)

Create a service portfolio, taxonomy layer, and taxonomy nodes.

Orlando

Create a Portfolio + 3 Taxonomy Layers

Create a service portfolio with three taxonomy layers.

Orlando

Service Portfolio (Exception) - Taxonomy Layer Definition Set 01

Create a service portfolio, taxonomy layer, and taxonomy nodes.

Orlando

SPM: Create a Portfolio

Create a service portfolio.

Paris

SPM: Create a Portfolio + 3 Taxonomy Layers

Create a service portfolio, with three taxonomy layers.

Paris

SPM: Service Portfolio (Normal)

Create a service portfolio, taxonomy layer, and taxonomy nodes.

Paris

SPM: Service Portfolio (Exception) - Taxonomy Layer Definition Set 01

Create a service portfolio, taxonomy layer, and taxonomy nodes.

Paris

SPM: Portfolio Editor: Can Modify Owned Portfolios

Ensure a portfolio editor can modify portfolios that they own.

Paris

SPM: Portfolio Editor: Cannot Modify Non-Owned Portfolios

Ensure a portfolio editor cannot modify portfolios that they do not own.

Paris

SPM: Portfolio Editor: Cannot create new Portfolios

Ensure a portfolio editor cannot create new Portfolios.

Paris

SPM: Portfolio Editor: Valid Portfolio Owner Taxonomy Access

Ensure portfolio owners have access to taxonomies that they own.

Paris

SPM: Portfolio Editor: Not Portfolio Owner, Read Only Taxonomy Access

Ensure a portfolio editor can only read the taxonomies of portfolios they do not own.

Paris

SPM: Service Editor: Access

Ensure a service editor can only edit services and offerings that they own or are a delegate of.

Paris

SPM: Service Viewer: Access

Ensure a service viewer has access to view services.

Paris

SPM: Service Workflow

Verify a service cannot move forward to Catalog phase without a service portfolio, taxonomy node, and service offering attached to it.

Verify a service cannot move backward from Catalog to Pipeline phase.

Paris

**Parent Topic:**[Configuring Service Portfolio Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-service-management/service-portfolio-management/SPM2-configuring.md)

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