Create a demand
Create demands to capture the strategic and operational requirements and centralize information for stakeholder assessment and prioritization.
Before you begin
Role required: it_demand_manager, it_demand_user
About this task
Procedure
- Navigate to Workspaces > Strategic Planning Workspace.
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Select the Demands icon
.
- Select New.
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On the Demand form, fill in the fields.
Table 1. Demand form Field Description Name Name of the demand. Category Category of the demand. The available values are:
- Strategic: For demands for plans, such as projects or stories.
- Operational: For demands for operational work, such as changes or defects.
Type The Category field selection determines the selections available in the Type field. - The following demand types are available if the demand category is Strategic:
- Enhancement
- Project
- Epic
- Story
- EAP Epic
- EAP Feature
- EAP Capability
- No Conversion
- The following demand types are available if the category is Operational:
- Change
- Defect
- No Conversion
Start date The preliminary or estimated date when the work is initially planned to begin. Note:The Start date column label is changed to Planned start date. This change is applicable only for new customers who begin using the Australia version. To facilitate continuity, you continue to see the prior labels.Due date The preliminary or estimated date when the planned work is expected to be completed. Note:The Due date column label is changed to Planned end date. This change is applicable only for new customers who begin using the Australia version. To facilitate continuity, you continue to see the prior labels.Description Description of the demand. -
Select Create.
The demand opens in the Playbook page.
What to do next
Review and refine the demand details and progress the demand. See Update demand details.