Add details to demands
Summarize
Summary of Add details to demands
The Demand Management application in ServiceNow streamlines the process of managing business demands by facilitating stakeholder identification, requirement gathering, task assignment, and resource management. It supports demand managers in analyzing, approving, and progressing demands into projects or enhancements while automating and structuring key information collection.
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Managing Stakeholders and Requirements
- Stakeholder Identification: Stakeholders are auto-populated from the associated portfolio when a demand is created. Additional stakeholders can be manually added or linked from existing records, allowing multiple stakeholders per demand and vice versa.
- Requirements: Demand managers can create multiple requirements for a demand, assigning owners responsible for meeting them. Complex requirements can link to planned tasks that are tracked to completion.
Demand Tasks and Resource Assignments
- Demand Tasks: Tasks related to effort, cost, risk, or benefit estimates can be created and assigned to individuals or groups. Assigned resources log time spent on tasks via time cards, which track actual effort and costs.
- Resource Assignments: Available when the Resource Management Workspace is activated, resource assignments provide decision-makers with additional evaluation data. These assignments can be created directly from the demand form.
Strategic and Financial Allocations
- Strategy and Goal Allocations: These related lists display how a demand’s total cost and benefits are allocated toward organizational strategies and goals. Customers can recalculate and update these allocations to keep financial data accurate.
- Goal/Target Relationships: Displays relationships between goals and demands or other planning items, supporting strategic alignment.
- Funds Allocation: For significant, multi-year investments, funding can be allocated from a demand to related projects, epics, or programs. This feature requires the Investment Funding plugin and appropriate roles.
Practical Considerations
- Some related lists and features are visible only when specific plugins, like Strategic Spend Tracking for PPM or Investment Funding, are installed and activated.
- Administrators may need to configure demand forms to display certain lists or links.
Related Capabilities
The Demand Management application integrates with AI-driven features such as identifying similar records, summarizing demands, and associating AI systems to enhance demand evaluation and management. It also supports lifecycle actions like resetting, deleting, or moving demands.
The demand manager typically works with a business relationship manager to identify stakeholders and elicit requirements, risks, and other important information.
The Demand Management application streamlines the stakeholder identification process. Auto-populating the list of stakeholders from the portfolio the user selects when filling out the demand form in the service catalog or in the Demand Management application. The Demand Management application also enables you to use assessments to automate some of the information gathering process.
Add demand tasks
Demand managers analyze business demands, approve demands, and create projects and enhancements. Many times activities such as effort, cost, risk, and benefit estimates are required to analyze a demand and create a business case for approval of the demand. A demand manager can create demand tasks and assign these tasks to individual resources or a group to perform these activities.
The resources assigned to the demand tasks then post time spent while working on a demand or demand task using a time card. The time card data is used to calculate actual effort and cost incurred on the demand task as well as demand.
To create demand tasks, scroll to the Demand Tasks related list on the Demand form and select New to create a record.
Add stakeholders
When a demand is submitted, the demand stakeholder list is populated automatically from the associated portfolio. You can also add stakeholders. To add a person to the stakeholder list, scroll to the Stakeholders related list on the Demand form, select Create new to create a record, and fill in the form. To add existing stakeholders to the demand, select Add existing.
When adding a stakeholder from the demand form, the Portfolio field displays the portfolio that was selected on the Demand form.
A demand can have multiple stakeholders and a stakeholder can be associated with multiple demands.
The newly added stakeholder is automatically associated with the current demand and any other demands that use the same portfolio.
Add requirements
Demand managers can create as many requirements as needed, but requirements aren’t required. Typically, the stakeholders associated with a demand request have insights into what the requirements are for a demand request to be completed.
Demand managers use the Requirement form to describe the requirement and assign an owner who is responsible for making sure that the requirement is met. When a requirement is complex, demand managers can associate planned tasks, such as project tasks, with the requirement. The demand manager assigns and tracks the tasks until they’re complete.
- Open a Demand form and select New from the Requirements related list.
- On the Requirement form, fill in the fields. For a description of the field names, see Requirement form.
Add resource assignments
Resource assignments are another source of information that decision makers can use when evaluating demands. You can create resource assignments for a demand from the Resource assignments related list, which appears only if the Resource Management Workspace application is activated.
To add a resource assignment to the demand, scroll to the Resource assignments related list on the Demand form and select New to create a record.
Add and recalculate strategy and goal allocations
The Strategy Allocations related list displays the percentage of the demand's total cost and benefits allocated toward the achievement of the associated strategies. The Goal Allocations related list displays the percentage of demand's total cost and benefits allocated toward achievement of goals associated with the demand. For more information, see Allocate or modify the strategy and goal percentage for a demand.
Recalculate and update cost field values in the Strategy and Goal Allocation tabs. Use the Recalculate Strategy and Goal Allocation related link to update the demand's total cost and benefits when strategy and goal allocations for the demand are changed. For more information, see Strategic Spend Tracking for PPM.
Add goal/target relationships
The Goal/Target Relationships related list displays the relationship between a goal and a planning item, strategic item, or any other item such as a demand.
Allocate funds
If your demand represents a significant, multi-year investment and you must distribute funding across related work, you can allocate funds from your demand. By allocating funds, you can directly support one or more projects, epics, or programs linked to the approved demand.
This link appears only if you have the Investment Funding plugin activated, an existing corresponding investment record for this demand, and the investment_user role.