Create an entity from a demand

Create an entity, such as a work item, from a demand so that you can track work on the demand.

Before you begin

A demand must have been created. For more information, see Create a demand.

The category and type of a demand and the applications you have installed determine the entity you can create from it. The following table lists the available entity types and the applications you must have installed to create them.

Entity	Required application
Enhancement, change, or defect	Project Portfolio Suite
Agile Development entities (story or epic)	Agile Development 2.0
Enterprise Agile Planning (EAP) entities (epic, feature, or capability)	Strategic Planning

Role required: it_demand_manager

Note:

The sn_apw_advanced.eap_user role is required to convert a demand to EAP entities.

About this task

To create an entity, you can also use the Confirm details and convert to selected entity Playbook activity. For more information, see Use Playbook in Next Experience for Demand Management.

Procedure

1. Navigate to Workspaces > Strategic Planning Workspace.
2. Select the Demands icon .
3. Open a demand from the List page.
4. Select Details from the navigation menu.
5. Verify that the values in the Category and Type fields are appropriate for the entity you want to create.
   The options in the Type list change according to the category that you select. For more information, see Demand form.

   Note:

   The Category and Type fields are set to read only when an entity is created from a demand. If you delete the created entity, these fields are set to editable again.
6. Select Save.
7. Select the More Actions option.
8. Select the appropriate option to create an entity.

   

   Options vary depending on the category and type of the demand.

   Option	Description
   Create Project	This option appears if the Category field is set to Strategic and the Type field is set to Project. Creates a project that is associated with this demand. The number of the project record is displayed in the Project field. For more information, see Data migrated from a demand to a created project.
   Create Enhancement	This option appears if the Category field is set to Strategic and the Type field is set to Enhancement. Creates an enhancement associated with this demand. Use enhancements to request improvements or new capabilities for existing features or services, for example, a request to add new UI elements. The number of the enhancement record is displayed in the Enhancement field.
   Create Epic	This option appears if the Category field is set to Strategic and the Type field is set to Epic. Creates an Agile Development 2.0 epic that is associated with this demand. A Demand reference field is created in the Agile Development 2.0 Epic form.
   Create Story	This option appears if the Category field is set to Strategic and the Type field is set to Story. Creates an Agile Development 2.0 story that is associated with this demand. A Demand reference field is created in the Agile Development 2.0 Story form.
   Create EAP Epic	This option appears if the Category field is set to Strategic and the Type field is set to EAP Epic. Creates an Enterprise Agile Planning (EAP) epic that is associated with this demand. A Converted from reference field is created in the EAP epic form.
   Create EAP Feature	This option appears if the Category field is set to Strategic and the Type field is set to EAP Feature. Creates an EAP feature that is associated with this demand. A Converted from reference field is created in the EAP feature form.
   Create EAP Capability	This option appears if the Category field is set to Strategic and the Type field is set to EAP Capability. Creates an EAP capability that is associated with this demand. A Converted from reference field is created in the EAP capability form.
   Create Change	This option appears if the Category field is set to Operational and the Type field is set to Change. Creates a change that is associated with this demand. The number of the change record is displayed in the Change field.
   Create Defect	This option appears if the Category field is set to Operational and the Type field is set to Defect. Creates a defect that is associated with this demand. The number of the defect record is displayed in the Defect field.

   Note:

   For EAP entities, select the team that you want the EAP entity to be assigned to, in the Team field in the EAP Details section in the demand form. This field is set to read-only once the entity is created.