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.
시작하기 전에
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 available entity types and the applications you must have installed to be able to create them are listed in the following table.
| 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
주:
The sn_apw_advanced.eap_user role is required to convert a demand to EAP entities.
프로시저
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Create the entity by selecting the appropriate option from the More Actions option.Depending on the category and type of the demand, options related to the entity you can create become available.
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. 주:- 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 becomes read-only once the entity is created.
- Alternatively, you can create an entity using the Confirm details and convert to selected entity playbook activity. For more information, see Use Playbooks.