Converting a Demand to a Project

[Suzanne Cajandi]

We are relatively new to ITBM, so I'm wondering how the product has been designed as far as when a Demand ends and a Project begins.  Has ServiceNow been designed such that the project kickoff and charter are to be completed as the last step in Demand before it is converted to a project?

[Veer MS]

Hi, Suzanne,

The following link might be helpful: Use Demand Management

Mark it as correct or helpful if it helps.

Thanks

Veer

[Namita Mishra]

Hi Suzanne,

The document shared by Veer must be helpful to you.

This is to give you a quick summary:

1. Either idea gets converted to demand or sometimes demands are directly created by Business and assessed by IT to plan for future work.

2. Based on the work, a demand can be a candidate for conversion into strategical item such as project / enhancement OR in a tactical item such as defect / change request.

Ideally, the demand has to be assessed and approved to be converted to a project. This means all the work related to assess whether this demand can be converted to a project should have been completed before demand can be converted to a project.

When you convert a demand to a project, following gets transferred from demand to project

Stakeholders

Requirements

Demand Budget

Decisions

Resource Plans

Cost Plans

Benefit Plans

Risks

In future, we also have a backlog item to add tasks to the demand. These tasks will not be the planned tasks which means they will not be same as project tasks in all the functionality.

Hope this will give you some quick insight. 

Thanks,

Namita Mishra

[Suzanne Cajandi]

Thank you for the info.  We don't have a defined process for assessing whether or not a Demand can be converted to a project yet.  We are trying to implement project charters and project kickoff meetings, and we're trying to figure out if that work should happen during the Demand phase or during the Project phase, as part of Initiation.  We need to figure out what needs to be done in order to gain "approval" of the Demand so it can become a Project.

We don't currently enter Requirements, resource plans, cost and benefits plans in ServiceNow, but if we did, I could see requiring those before a Demand would be approved to become a Project.

[Veer MS]

Hi, Suzanne,

1. Navigate to Demand > Demands > Create New.
2. Enter a unique Name for the demand.
3. Select a Category.
4. Select a Type.
5. If desired, select a Portfolio.
6. Click Submit to save the record.
7. Click the related link to create the artifact.
   The related link appears as:

   • Create Project
   • Create Enhancement
   • Create Defect
   • Create Change
   If a project is created, the Project field is added to the Demand form and populated with a unique, auto-generated project number. Any resource plans attached to the demand propagate to the project.

For more info refer:Create an artifact from a demand

Mark it correct if this helps

Thanks

Veer