---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a demand

# Create a demand {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create demands to capture your strategic and operational requirements and centralize information for stakeholder assessment and prioritization.

## Before you begin

Role required: snc_internal

## Procedure

1. Access the Demand New record form in one of the following ways.
   * Navigate to AllDemandDemandsCreate New.
   * Navigate to Self-ServiceDemandsCreate New.
   * If you have the it_demand_manager role, navigate to AllDemandDemandsWorkbenchNew.  
     Note:  
     Demands created from the Demand Workbench are in the Qualified state.
   {#t_CreatingDemands__choices_v4v_kyq_3hc}
2. On the Demand New record form, fill in the fields.  
   For a description of the field values, see [Demand form](https://www.servicenow.com/docs/95eYkLcbjhejQ64rQFd4NQ "The demand form information is used to create a demand.").
3. Select Save.  
   Note:  
   Requester or collaborators can edit their demand as long as the demand is in the Draft state.

## What to do next

* Review and refine the demand details.
* When all required information is complete, move the demand to the Submitted state by selecting Submit demand. The demand then enters the formal evaluation workflow involving the demand manager and stakeholders.
{#t_CreatingDemands__ul_jff_4cg_lhc}
* **[Create a qualified demand](https://www.servicenow.com/docs/i0SzFFMvAJKt_Q7G3~1CMg)**   
  The demand manager can create a qualified demand from the demand workbench list view.
* **[Create a demand task](https://www.servicenow.com/docs/5OkwymplL30XGLUTe9hgZQ)**   
  Create tasks for a demand to delegate cost, effort, risk, and benefit assessment activities. Assign a resource or group to the demand task to track the actual time and effort spent on performing the specified activities.
* **[Submit a time card for a demand task](https://www.servicenow.com/docs/Spe_4kAiXJkfV9uixpQx3g)**   
  The resources assigned to a demand task create and submit a time card or time sheet to record the time spent on a demand task. The reported hours are used to calculate the actual cost and effort for a demand task.
* **[Create an artifact from a demand](https://www.servicenow.com/docs/mHKr_4V7zlHsa4hs72igZA)**   
  Create an artifact, such as a work item, from a demand so that you can track work on the demand.
* **[Create a monetary benefit plan for a demand](https://www.servicenow.com/docs/ehys~Jx2NjiCbKajf_ScrQ)**   
  Demand benefit plans capture the potential benefits accrued by the demand when the demand is executed. Create a monetary benefit plan to specify the estimated benefit in a category for a fiscal period.
* **[Create a non-monetary benefit plan for a demand](https://www.servicenow.com/docs/p5nqq6FUZFbKB5tg3iRRXQ)**   
  Create a non-monetary benefit plan to specify the estimated benefit in a category for a fiscal period. Demand benefit plans capture the potential non-financial benefits accrued by the demand when the demand is executed.
* **[Associate monetary and non-monetary benefit plans](https://www.servicenow.com/docs/7wf0CcVxMhDmergbCRjL9A)**   
  Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand.
* **[Create a demand cost plan](https://www.servicenow.com/docs/3DmXtneCoIUKWXoggGN0fw)**   
  Demand cost plans capture the costs of demands. Create a cost plan to specify the unit cost of a cost type for a fiscal period.
* **[View financial summary of cost and monetary benefit plans](https://www.servicenow.com/docs/cNlcbRSs0rjTPLiXmZGSkQ)**   
  View a breakdown of the cost and benefit components of a demand to track the financials of your demands. The financial summary enables you to assess the progress of the demand and track financial changes and their impact on the demand over a period.
* **[Create an expense line for a demand](https://www.servicenow.com/docs/VgXTvjx5wkBrwK~XS0focg)**   
  A demand expense line is the cost associated with a specific source, such as a user or a fixed asset. Expense lines are part of demand cost plans.
* **[Create and manage resource assignments for a demand](https://www.servicenow.com/docs/eqjq1w5i_cUn2xXq3_Du7A)**   
  As a resource requester, find the availability of the resources, and create and manage the resource assignments for a demand.
* **[Generate labor costs](https://www.servicenow.com/docs/wK7tRoFjOAavsJka6hRfiQ)**   
  Generate labor costs to view the expenses of resources using resource assignments and cost plans.
* **[Migrate budget of active demands to Next Experience](https://www.servicenow.com/docs/uITdXB3BEzB4HyZFoL4X9Q)**   
  Migrate your demand budget to Next Experience to manage the financials using Project Workspace.
* **[Migrate financial baselines of demands to Next Experience](https://www.servicenow.com/docs/mfgApIFjOd5EA1aAplYB8g)**   
  Migrate the financial baselines of demands to Next Experience to manage the financial using Project Workspace.
* **[Allocate budget to a demand](https://www.servicenow.com/docs/LeBO9ylnKwD_Wb2czleu2g)**   
  Set the budget of a demand according to the fiscal years.
* **[Enable lean budgeting for demands](https://www.servicenow.com/docs/9XsBHIzUh2I9yUCDe6cD8A)**   
  Enable the Investment Budget option to allocate budgeting for demands at fiscal period.
* **[Create a baseline of a demand](https://www.servicenow.com/docs/dtUnL0zCR2QY8yF2Z4N44Q)**   
  Create a financial baseline of a demand to capture a snapshot of cost plan, benefit plan, and demand-level financial metrics at a specific point in time.
* **[Realign resource assignments with demand](https://www.servicenow.com/docs/BX119yEN4rXNPwOAm73lqA)**   
  Planning and execution of your roadmap involves change in priority or timelines of your work. In such cases, you can adjust the resource assignment dates to match with the latest dates of your demands.

**Related concepts**   

* [Assess demands](https://www.servicenow.com/docs/1Kv6jehw6eQa5qU82LZIng "The Demand Management application comes with two demand visualization tools that can aid decision makers with demand assessment.")
* [Add details to demands](https://www.servicenow.com/docs/ZKUvR03Sgs_AML3Xm~0zHA "The demand manager typically works with a business relationship manager to identify stakeholders and elicit requirements, risks, and other important information.")
* [RIDACs records for a demand](https://www.servicenow.com/docs/wMKKPnJ~52Ny21QCh33MjQ "RIDAC is an acronym for Risk, Issue, Decision, Action, and Request Changes records. Create a risk for your demand that you can convert to other records during the demand life cycle. Track issues and avoid manual copying of relevant details in related records.")  
**Related tasks**   

* [Identify similar records using AI](https://www.servicenow.com/docs/2OI63NBWdTVoQAE~6k18ag "Use the identify similar records skill to find demand records with similar names, descriptions, or business case content.")
* [Summarize demands with the demand summarization skill](https://www.servicenow.com/docs/2WItFU3ldLUWwDmWW2CcDA "Summarize demand records using the demand summarization skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand.")
* [View demands](https://www.servicenow.com/docs/sfqtgM99Nxmg2CRcncfvKQ "You can view existing demands at any time.")
* [Reset a demand to Draft state](https://www.servicenow.com/docs/9rgZk2nUOi9JYM_EylDEjw "A demand can be moved back to the Draft state, if necessary.")
* [Delete demands](https://www.servicenow.com/docs/toijtsJbfFGU9NrOwu58cA "Demands can be deleted only while in the Pending state.")
* [Move and resize a demand](https://www.servicenow.com/docs/U29CrwMEqAWXjRW82l3zFA "As the demand manager, you can move and resize bubbles in the bubble chart.")
* [Train the similarity solution for Demand Management to find similar demands](https://www.servicenow.com/docs/dkZndjgObBvDKJukehb2wQ "Train the Similar Demands solution definition is included within the Predictive Intelligence for PPM capability to find related demands when creating a demand.")
* [PPM PIWB template - Find similar demands](https://www.servicenow.com/docs/avovf~p~GDpPjeiwsL5TWA "Use a guided template that walks you through training the Similar Demands solution definition for finding similar demands.")
* [Associate AI systems with demands](https://www.servicenow.com/docs/BrNG0YVz_iOOgFpdWh6s3g "Add and manage AI system associations directly from the AI Associations tab in Demand Management.")

*[\>]: and then