Related to the demand management fields, assessment score and its action items

[VineeshP]

I would like to know the hierarchy of spm module from idea to resource management. mainly focus on what type of fields we should focus on for a demand and project. I don't know which fields needs to be filled in related list in demand and project. How to link a demand with portfolio.

[Dr Atul G- LNG]

Hi @VineeshP 

I would recommend going to Now Create, where you will find the Process Guide and workshop decks. If you follow those, you’ll be in a good position to clear your doubts.

[Community Alums]

Hello @VineeshP,

You can think of the SPM hierarchy as follows:

Level	Description	Typical Table	Key Relationships
Idea	Captures early concepts or improvement suggestions from users.	idea	Can be converted into a Demand.
Demand	Represents a business request that needs evaluation (business case, cost, benefit, risk).	dmn_demand	Can originate from an Idea and lead to a Project or Enhancement.
Project	Approved initiatives under execution, planned with tasks, timelines, and costs.	pm_project	Usually linked to the originating Demand, or can be created independently and associated with a Portfolio or Program.
Portfolio / Program	Groups of related projects or demands for strategic visibility.	pm_portfolio/pm_program	Parent level for multiple Projects or Demands.
Resource Management	Tracks resource plans, allocations, and capacity.	resource_plan,  resource_allocation	Linked primarily to Demands and Projects.

For Demands, focus mainly on fields like Portfolio, Category, Business Case , Risk Rating, and Resource Plans. For Projects, key fields include Portfolio, Demand (if converted), Dates, Cost/Benefit Plans, Time cards and Resource Plans.

To link a demand to a portfolio, just set the Portfolio field in Details tab on the Demand form.

 You can find more details here PPM - Demand Process Guide, Project Portfolio Management - Process Guide

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