Demand planning item form

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：7分

    • Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Strategic Planning.

    These fields are displayed on the full details page of the planning item.
    表 : 1. Demand planning item form
    Field Description
    Name Brief description of the planning item.
    Description Detailed information of the planning item.

    You can refine demand description using the Write planning item skill, if the Now Assist for SPM application is installed.
    State Current working state of the planning item.
    Owner User assigned to this planning item.
    Planning state State of the planning item in the Strategic Planning Backlog.
    Category Category of this planning item. Choose from Strategic or Operational.
    MoSCoW Priority of this planning item based on its importance. The available options are:
    • 1 - Must have
    • 2 - Should have
    • 3 - Could have
    • 4 - Won’t have
    Portfolio Portfolio that this planning item is associated to.
    Program Program that this planning item is associated to.
    Product Product that this planning item is associated to.
    Strategic program Strategic program that this planning item is associated to.
    Primary goal Goal that is associated with this planning item as the primary goal.
    Product enhancement Product enhancement that this planning item is associated to.
    Primary target Target that is associated with this planning item as the primary target.
    Work notes Notes to capture the updates and discussions on the planning item as the work progresses.
    Strategic priority Strategic priority that this planning item is associated to.
    表 : 2. Dates section of the Demand planning item form
    Field Description
    Approved start date Approved start date for this planning item.
    Approved end date Approved end date for this planning item.
    Planned start date Date on which the work for this planning item is planned to start. This value is copied from the Approved start date field.
    Planned end date Date on which the work for this planning item is planned to be complete. This value is copied from the Approved end date field.
    表 : 3. Details section of the Demand planning item formIn this section, capture additional details for this planning item such as Investment type, Execution type, impacted business application, and more.
    Field Description
    Investment class Choose from Run and Change
    Investment type Type of investment this planning item comes under. For example, if completing work on this item improves the user experience for your product, select End User Experience.
    Priority Priority of this planning item.
    Business application Business application that this planning item is related to.
    Other impacted business applications Business applications that this planning item has an impact on.
    Business capabilities Business capabilities of this planning item.
    表 : 4. Business case section of the Demand planning item formIn this section, capture business details for this planning item such as risks, scope, blockers for this planning item.
    Field Description
    Business case Business case to invest in this planning item.
    Risk of performing Risks to the business if work on this planning item is completed.
    Risk of not performing Risks to the business if work on this planning item isn’t completed.
    Enablers Enablers for this demand.
    Barriers Blockers, if any, for this planning item.
    In scope Defined criteria for this planning item.
    Out of scope Clearly defined criteria that is not necessary for this planning item.
    Assumptions Assumptions, if any, to work on this planning item.
    表 : 5. Financials section of the Demand planning item formIn this section, capture financial details for this planning item such as cost, CapEx, OpEx, benefit, ROI, and other estimates.
    Field Description
    Planned cost Planned cost to take up this planning item.
    Planned capEx Planned capital expenditure for this planning item.
    Planned opEx Planned operational expenditure for this planning item.
    Planned ROI Planned return of investment for this planning item.
    Financial return Financial return on this planning item.
    Planned benefit Planned benefit from this planning item.
    表 : 6. Assessment data section of the Demand planning item form
    Field Description
    Impact Impact that this planning item has on the business.
    Risk Numerical value for the risk associated with this planning item.
    Value Numerical value for the value obtained with this planning item.
    Score Score of the planning item.