Create an Enterprise Agile Planning (EAP) entity from a demand

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Create an Enterprise Agile Planning (EAP) entity, such as an epic, feature, or capability, from a demand so that you can start to work on these entities in Enterprise Agile Planning.

    Avant de commencer

    The Strategic Planning application must be installed.

    Role required: sn_apw_advanced.eap_user

    Remarque :
    A demand manager requires the sn_apw_advanced.eap_user role to convert a demand to an EAP entity.

    Procédure

    1. Navigate to All > Demand > Demands > All.
    2. Open the demand that you want to convert into an artifact.
    3. Set the demand category and type for EAP entities.
      1. From the Category list, select Strategic.
      2. From the Type list, select EAP Epic, EAP Feature, or EAP Capability.
    4. Facultatif : In the EAP Details section, select the team that you want the EAP entity to be assigned to in the Team field.
      This field becomes read-only once the entity is created.
    5. Save the demand by selecting Save.
    6. Create an entity that will be associated with this demand by selecting the appropriate related link.
      Remarque :
      The related links aren’t available once the demand is converted to the selected entity.
      The available related links are:
      • Create EAP Epic
      • Create EAP Feature
      • Create EAP Capability

    Résultats

    The EAP entity is created successfully and the demand is moved to the Completed state. A message with a link to the created entity in Strategic Planning Workspace that enables you to immediately view or work on the entity is displayed.

    For information about the data migrated from the demand to the EAP entity, see Data migrated from demands to Enterprise Agile Planning (EAP) entities.

    Que faire ensuite

    View and work on the new entity in Strategic Planning Workspace right away by selecting the link to the entity in the message that is displayed when the entity creation is successful.

    Remarque :
    To access the entity at a later time, in the demand form, select the entity name in the Converted to field in the EAP Details section.

    For more information, see Strategic Planning and Enterprise Agile Planning in Strategic Planning.