Create a demand

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

始める前に

Role required: snc_internal

手順

1. Access the Demand New record form in one of the following ways.
   • Navigate to All > Demand > Demands > Create New.
   • Navigate to Self-Service > Demands > Create New.
   • If you have the it_demand_manager role, navigate to All > Demand > Demands > Workbench > New.
     注:

     Demands created from the Demand Workbench are in the Qualified state.
2. On the Demand New record form, fill in the fields.
   For a description of the field values, see Demand form.
3. Select Save.
   注:

   Requester or collaborators can edit their demand as long as the demand is in the Draft state.

次のタスク

• 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.

• Create a qualified demand
  The demand manager can create a qualified demand from the demand workbench list view.
• Create a demand task
  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
  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
  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
  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
  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
  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
  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
  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
  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
  As a resource requester, find the availability of the resources, and create and manage the resource assignments for a demand.
• Generate labor costs
  Generate labor costs to view the expenses of resources using resource assignments and cost plans.
• Migrate budget of active demands to Next Experience
  Migrate your demand budget to Next Experience to manage the financials using Project Workspace.
• Migrate financial baselines of demands to Next Experience
  Migrate the financial baselines of demands to Next Experience to manage the financial using Project Workspace.
• Allocate budget to a demand
  Set the budget of a demand according to the fiscal years.
• Enable lean budgeting for demands
  Enable the Investment Budget option to allocate budgeting for demands at fiscal period.
• Create a baseline of a demand
  Create a financial baseline of a demand, which captures benefit and financial metric information (snapshot of cost plan, benefit plan, and demand-level financial metrics) at a particular moment in time.
• Realign resource assignments with demand
  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.

関連概念

• Assess demands
• Add details to demands
• RIDAC (Risk, Issue, Decision, Action, and Request Changes) records for a demand

関連タスク

• View demands
• Reset a demand to Draft state
• Delete demands
• Move and resize a demand
• Train the similarity solution for Demand Management to find similar demands
• PPM PIWB template - Find similar demands
• Identify similar records using Now Assist for Strategic Portfolio Management (SPM)
• Summarize demands with demand summarization skill
• Associate AI systems with demands