Use Playbook in Next Experience for Demand Management

  • Release version: Zurich
  • Updated March 12, 2026
  • 1 minute to read

    • Use the default playbook or configure a custom one to capture required information for a demand and support governance processes.

    Before you begin

    Role required: it_demand_user or it_demand_manager.

    About this task

    A playbook defines the standard stages of a demand (for example, Initiation, Planning, Execution, Monitoring, and Closure) and includes activities or action items to complete at each stage.

    Note:
    This task describes how to use a playbook to manage demand information in a guided, stage-based workflow. To find out how to update demand information on the Details page of the demand record, see Update demand details.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace.
    2. Select the Demands icon.
    3. Open a demand record.
    4. Select the Playbook tab.
    5. Select a stage to view its activities.
      Each activity displays its status (In Progress, Pending, or Complete) and the fields or lists to update.
    6. Address the activities within each stage.
      • To mark the activity as done and move to the next activity, select Mark Complete.
      • To save your progress without completing the activity, select Save.
      • To bypass the activity and move to the next one, select Skip.
      • To revisit or edit completed or skipped activities. you have to select Restart. These states set the activity to read-only.
      Note:

      Some stages advance the state when all activities in the stage are complete and don't require manual action.