Overview

The Applications module is your application portfolio register. It tracks every software system — from homegrown line-of-business apps to commercial off-the-shelf packages — that has a stake in the migration. Each application record captures business context (owner, business unit, lifecycle phase), technical context (classification, risk level), and migration intent (migration plan).

Applications become most powerful when they are linked to the devices that host them and the databases they depend on. This relationship data underpins the dependency graph, which Clarity Migrate uses to recommend co-migration groupings and flag risks when a device is assigned to an earlier wave than one of its dependent applications.

The Application Portfolio view aggregates all applications by lifecycle phase, giving leadership an at-a-glance picture of the estate being migrated. The Application Discovery workflow guides users through an intake survey to capture risk and classification data for each app.

When to use this

  • Application portfolio review: Catalogue all apps at project initiation. Assign lifecycle phase and risk level before wave planning begins.
  • Dependency mapping: Link apps to hosting devices and backing databases so the dependency graph is accurate.
  • Wave sequencing: Filter by Risk Level to identify Critical and High-risk apps and push them to later waves with more preparation time.
  • Stakeholder communication: Use the Portfolio view to show leadership which apps are being retired, rehosted, or replatformed.
  • Cost allocation: Business Unit field enables cost tracking per department across the migration programme.
  • Post-migration validation: Application records drive the post-migration validation checklist — each app should have a test confirmed before the wave is signed off.

Key features

Application List
Full DataTable with filtering by Risk Level, Lifecycle Phase, Business Unit, and Migration Plan. Export to CSV or Excel.
Device & Database Linking
Link applications to one or more hosting devices and the databases they depend on via the Relationships tab on the detail page.
Application Mapping
Visual mapping screen showing how applications relate to devices and databases — useful for dependency review workshops.
Portfolio View
Aggregated view of all applications by lifecycle phase (Active, Legacy, Retire, Decommission) for executive reporting.
Discovery Workflow
Guided intake process to collect risk level, classification, and owner details for each application from stakeholders.
Data Quality
Data quality scores highlight applications with missing critical fields, especially those without a linked device or owner.

Step-by-step instructions

Adding a new application

1
Open the Application List
Navigate to CMDB → Applications in the left sidebar. The Application List DataTable will load.
2
Click "Add Application"
Click + Add Application in the toolbar to open the Application Edit Form.
3
Complete the core fields

Enter the application Name and Description. Then set:

  • Lifecycle Phase — Active, Legacy, Retire, or Decommission
  • Risk Level — Low, Medium, High, or Critical
  • Classification — Internal, External, or SaaS
  • Owner and Business Unit
4
Set the Migration Plan
Choose the intended migration approach: Rehost, Replatform, Refactor, Replace, or Retire. This drives portfolio analytics and migration planning views.
5
Save the record
Click Save. The application appears in the list. Next, link it to its hosting devices and databases (see below).

Linking an application to devices

1
Open the Application Detail page
Click the application name in the list to open its detail page.
2
Navigate to the Relationships tab
Click the Relationships tab on the detail page. You will see panels for Linked Devices and Linked Databases.
3
Add device links
In the Linked Devices panel, click + Link Device. Type the device name to search, select the correct record, and confirm. Repeat for all hosting devices.
4
Add database links
In the Linked Databases panel, click + Link Database. Search for the database record(s) this application depends on and add them.

Bulk editing applications

1
Filter and select
Use the column filters on the Application List to narrow the view. For example, filter by Business Unit = "Finance" to find all finance applications. Then tick the checkboxes for the rows to update.
2
Open Bulk Edit and apply changes
Click Bulk Edit in the toolbar. Update fields such as Migration Plan, Risk Level, or Owner. Click Apply to save changes across all selected records.

Exporting the application portfolio

1
Apply any filters
Filter to the subset you need — e.g., all Critical or High risk applications — or leave unfiltered for a full export.
2
Export
Click Export → CSV or Export → Excel. The portfolio export includes all visible columns including Risk Level, Lifecycle Phase, Owner, and linked device count.

Important fields

Field Required / Optional Description
Name Required The application's display name. Should be the recognised business name (e.g., SAP ECC, Finance Portal).
Description Optional A brief description of the application's purpose. Helps team members who are unfamiliar with the app understand its business role.
Owner Required The person accountable for this application's migration. Receives notifications and is listed on T-Minus runbook tasks. Must be set for notifications to work.
Business Unit Optional The department or business unit that owns this application. Used for cost allocation reporting and filtering.
Lifecycle Phase Required Current lifecycle state: Active (in use), Legacy (old but in use), Retire (planned for retirement), or Decommission (being decommissioned).
Risk Level Required Business risk of migrating this application: Low, Medium, High, or Critical. Drives wave sequencing recommendations.
Classification Optional Whether the app is hosted Internally, accessed by External users/customers, or is a SaaS subscription (and therefore not migrated).
Migration Plan Optional The intended approach: Rehost (lift-and-shift), Replatform, Refactor, Replace, or Retire. Used in portfolio analysis and executive dashboards.

Example workflow

Real-world scenario
Sequencing wave assignments using application risk levels

A project manager is preparing the final wave plan before the migration programme kicks off. Leadership has asked for all Critical-risk applications to be migrated in Wave 3 or later, after the team has built confidence with lower-risk workloads.

She navigates to CMDB → Applications and uses the Risk Level column filter to show only Critical applications. The filtered list shows eight applications. For each, she opens the detail page, checks the Linked Devices tab to confirm all hosting servers are identified, and reviews the linked databases.

Two applications — ERP Core and Treasury Platform — have no linked devices. She contacts the relevant application owners (via the Owner field), who confirm the hosting servers. She adds the device links and then returns to the Device List to assign those servers to the Wave 3 — Critical Systems Move Group via Bulk Edit.

She then filters the Application List by Risk Level = Low and uses Bulk Edit to set all Low-risk applications to the Wave 1 — Non-critical Migration Plan. The Portfolio view now shows a clean, risk-aligned wave breakdown ready for stakeholder sign-off.

Tips & best practices

Always link applications to their hosting devices

Unlinked applications are invisible to the dependency graph. This means Clarity Migrate cannot warn you if the hosting device is assigned to an earlier wave than the app's dependent services. Link every application to at least one device as soon as the hosting server is confirmed.

Use Risk Level to drive migration sequencing

Set Risk Level before you begin assigning Move Groups. The migration command centre uses Risk Level to flag sequencing conflicts — for example, if a Critical-risk application's hosting device is assigned to Wave 1. Accurate risk levels prevent costly mistakes.

Use the Portfolio view for executive communications

The Application Portfolio view summarises your entire app estate by lifecycle phase and migration plan. It is ideal for steering committee presentations. Export it as a PNG or include a link in your status reports.

Common mistakes

Not linking applications to devices

This is the most common and most costly mistake. Without device links, the dependency graph is incomplete and Clarity Migrate cannot generate accurate co-migration recommendations. After adding an application, always navigate to its Relationships tab and link all hosting devices.

Setting all applications to "Low" risk

When risk levels haven't been properly assessed, teams sometimes default everything to Low to move quickly. This defeats the entire purpose of risk-driven wave sequencing. Take the time to assess each application properly, or use the Application Discovery workflow to collect risk data from application owners via a structured intake form.

Not setting the Business Unit field

The Business Unit field drives cost allocation reports that are often required by finance teams and programme sponsors. Missing Business Unit data means the cost reports are incomplete and departmental chargebacks cannot be calculated. Set this field during initial application registration, even if only an approximate business unit is known.