Set up Demand Management

Perform these tasks to set up Demand Management.

Important:

Demands are available in the Next Experience for Demand Management. For more information, see Next Experience for Demand Management.

The workspace provides additional value beyond the legacy experience, including Playbook, Docs, and the ability to define different governance processes using playbooks.

If you have Portfolio Planning Workspace or Strategic Planning Workspace, you can use the Next Experience for Demand Management to create and manage your demands.

• New customers: Use Next Experience for Demand Management to create and manage your demands.
• Existing customers: If you already have demands in the classic UI, you can continue using it. However, we recommend moving to the Next Experience for Demand Management, as your existing demands are automatically available there.

Before using Demand Management, PPS admin performs several setup tasks.

1. Planning for Demand Management
   Plan the listed items before setting up Demand Management.
2. Populate the stakeholder registry
   Add users to the stakeholder registry so that demand and project management can automatically populate the stakeholder list when a user creates a demand or project.
3. View an assessment metric category
   View assessment metric categories that are used with assessment metric types and assessment metrics in generating the bubble charts on the Demand Workbench. The bubble charts help the demand managers to assess the demands visually.
4. Configure a widget for the financial metrics of a demand
   Configure a widget to view and track the financial metrics of a demand on the Demand Financials page.
5. Configure demand workbench
   Update the demand workbench to configure parameters such as bubble chart.