Create demands to capture your strategic and operational requirements and centralize information for stakeholder assessment and prioritization.
시작하기 전에
Role required: it_demand_manager, it_demand_user
프로시저
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Navigate to .
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On the Demand form, fill in the fields.
표 1. Demand form
| Field |
Description |
| Name |
Name of the demand. |
| Start date |
The preliminary or estimated date when the work is initially planned to begin. This date helps outline the intended timing for early demand planning and prioritization. You can set this date during
initial demand creation or anytime in the planning phase when a rough idea forms. This date can be updated until the demand is officially approved. For example, you’re planning for a database
upgrade to start on 2025-11-01. This date is changed to Planned start date when the demand is converted to a project.주:
- When you change the planned start date of a demand or project, the associated cost plans and resource assignments also change. The Change Resource Plan and Cost Plan Start Date
with Demand or Project Start Date Change property controls the behavior for a demand date change. This property isn’t enabled by default. For more information, see Legacy- Change planned start date of a demand or project through Portfolio Workbench and Properties installed with Project Management.
- 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 ensure continuity, if you’re upgrading to the Australia release from an earlier release, you’ll continue to see the prior labels.
|
| Due date |
The preliminary or estimated date when the planned work is expected to be completed. This date provides an expected completion window for planning and stakeholder communication. You can set this
date anytime in the planning phase when a rough idea forms and can be updated until the demand is officially approved. For example, you’re planning to complete the database upgrade by
2025-12-31. 주:
- 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 ensure continuity, if you’re upgrading to the Australia release from an earlier release, you’ll continue to see the prior labels.
- This date is changed to Planned end date when the demand is converted to a project.
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Select Create.
The created demand opens in the
Playbook page.
다음에 수행할 작업
- Review and refine the demand details and progress the demand using the playbook stages. For more information, see Use Playbooks.
- Review and refine the demand details using the forms and tabs in the Details page. For more details, see Update the demand details.