---
sourceDocument: Brazil Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Use

# Use Demand Management {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Use Demand Management

The Demand Management application in ServiceNow allows users with the demand manager role to create, view, modify, and manage demands effectively.
The application supports both the classic UI and the enhanced Next Experience for Demand Management, which offers advanced features such as Playbooks, Docs, and customizable governance processes.
New customers are encouraged to use the Next Experience, while existing customers can transition smoothly as their current demands are automatically available there.
Show full answer Show less  

## Key Features

* **Demand Lifecycle Management:** Manage demands from idea submission, screening, assessment, qualification, approval, to artifact creation (project, change, enhancement, defect, or Enterprise Agile Planning entities).
* **Demand States:** Demands progress through defined states including Draft, Submitted, Screening, Qualified, Deferred, Approved, Completed, with clear options to update, approve, defer, reset, or delete at each stage.
* **Assessment Tools:** Use stakeholder assessments, surveys, and visualization tools to evaluate demands during the screening phase.
* **AI-Powered Capabilities:** Identify similar demands using AI similarity models and generate clear demand summaries automatically to aid in decision-making.
* **Risk and Issue Tracking:** Utilize RIDAC (Risk, Issue, Decision, Action, Request Changes) records to manage risks and track issues related to demands throughout their lifecycle.
* **Integration with Other Modules:** Create related artifacts depending on demand category and type, including enhancements and defects with SDLC-SCRUM plugin, and EAP entities with Strategic Planning plugin activation.
* **Demand Visualization and Interaction:** Move and resize demand bubbles in charts and manage AI system associations directly from the demand record interface.
* **Employee Slate Integration:** Requesters can create and track demands through a conversational, widget-based workspace, improving accessibility and engagement.

## Practical Benefits for ServiceNow Customers

* Centralize all demand-related information for easier stakeholder collaboration and prioritization.
* Leverage automated AI insights for identifying duplicates and summarizing demand details, reducing manual effort.
* Streamline governance with configurable playbooks and flexible demand approval workflows in the Next Experience.
* Ensure traceability and risk management throughout the demand lifecycle using RIDAC records.
* Seamlessly convert approved demands into projects, changes, enhancements, defects, or agile planning entities, aligning demand management with execution.
* Enable a modern, conversational demand creation and tracking experience for end users via Employee Slate.  
Users with the demand manager role can create, view, and modify demands using the
Demand Management application.
Important:  
Demands are available in the Next Experience for Demand Management. For more information, see [Next Experience for Demand Management](https://www.servicenow.com/docs/T6AMAhVPIjyz2Afyt8d~Ug "Next Experience for Demand Management enables you to create, evaluate, and prioritize demands throughout the demand life cycle.").

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.
{#r_UsingDemandManagement__ul_jbf_ttk_m3c} You can also approve demands and create the following artifacts from the approved demands:

* Project
* Change
* Enhancement
* Defect
* Enterprise Agile Planning (EAP) entities (epic, feature, and capability)
{#r_UsingDemandManagement__ul_qr2_zgl_2r}  
The type of artifact created from a demand depends on the selections in the Category and Type fields on the Demand form.  
Note:  
* Enhancements and defects can be created when the administrator has activated the SDLC-SCRUM plugin.
* EAP entities can be created when the Strategic Planning plugin is activated.
{#r_UsingDemandManagement__ul_hkf_cht_ghc}

## Demand Management Life Cycle

The demand management life cycle can be simplified as follows:

* [Creating a demand](https://www.servicenow.com/docs/X34VucAe61orjal3UsvBGg "Create demands to capture your strategic and operational requirements and centralize information for stakeholder assessment and prioritization."): The user submits an idea and the demand manager approves the idea, automatically creating a demand from that idea.
* [Viewing a list of demands](https://www.servicenow.com/docs/4jwu~AFVpULeSDftdqaKdg "You can view existing demands at any time."): The demand manager views demands on the [demand workbench](https://www.servicenow.com/docs/h~B13nBV2xuIIlPDtvz6eQ "The demand workbench provides a central location for viewing and assessing business demands.") or from a list view.
* [Enhancing a demand](https://www.servicenow.com/docs/FVXM040jt8VsqhphtvU79A "The demand manager typically works with a business relationship manager to identify stakeholders and elicit requirements, risks, and other important information."): The demand manager can send the demand to screening, which sends assessments to stakeholders.
* [Assessing a demand](https://www.servicenow.com/docs/OCQuc3tMtljxYGzTdl4rGg "The Demand Management application comes with two demand visualization tools that can aid decision makers with demand assessment."):
  * The demand manager can screen the demand and send surveys to stakeholders to complete assessments.
  * The demand manager can set the state of the demand to qualify, defer, or incomplete.
  * Demands can be analyzed and approved using the demand workbench.
  {#r_UsingDemandManagement__ul_gmn_3jl_2r}
* Creating an artifact: The demand manager creates a project, enhancement, change, defect, or EAP entities.
{#r_UsingDemandManagement__ul_cfc_1kf_cp}  
The demand management application uses the following simplified demand states.{#r_UsingDemandManagement__tbl_DemandManagementStates__entry__2}

| State | Description |
|-|-|
| Draft | The demand manager accepts a submitted idea. After reviewing or editing the record, select one of these buttons: * Update: The demand record is updated, but the demand remains in the current state. * Submit demand: The demand is moved to the submitted state. * Delete: The demand record is deleted. {#r_UsingDemandManagement__ul_hn2_pkf_cp} |
| Submitted | An accepted idea creates a demand record and the demand manager submits the demand. After reviewing or editing the record, select one of these buttons: * Update: The demand record is updated, but the demand remains in the current state. * Screen: The demand is moved to the screening state. * Qualify The demand is moved to the qualified state. * Defer: The demand is moved to the deferred state. * Reset to Draft: The demand is moved back to the draft state. * Delete: The demand record is deleted. {#r_UsingDemandManagement__ul_ad5_tkf_cp} |
| Screening | Stakeholder assessments are initiated for the demand. After reviewing or editing the record, select one of these buttons: * Update: The demand record is updated, but the demand remains in the current state. * Qualify The demand is moved to the qualified state. * Defer: The demand is moved to the deferred state. * Reset to Draft: The demand is moved back to the draft state. * Delete: The demand record is deleted. {#r_UsingDemandManagement__ul_opb_2lf_cp} |
| Qualified | The demand has been qualified and is ready for review. After reviewing the record, select one of these buttons: * Update: The demand record is updated, but the demand remains in the current state. * Approve: The demand is moved to the approved state. * Defer: The demand is moved to the deferred state. * Delete: The demand record is deleted. {#r_UsingDemandManagement__ul_nn4_glf_cp} |
| Deferred | The demand has been put on hold. The demand can be revisited in future and reviewed. After reviewing the record, select one of these buttons: * Update: The demand record is updated, but the demand remains in the current state. * Approve: The demand is moved to the approved state. * Delete: The demand record is deleted. {#r_UsingDemandManagement__ul_eyp_yyd_l2b} |
| Approved | The demand is approved After reviewing or editing the record, select one of these buttons: * Update: The demand record is updated, but the demand remains in the current state. * Close: The demand is moved to the closed state. * Reset to Draft: The demand is moved back to the draft state. * Delete: The demand record is deleted. {#r_UsingDemandManagement__ul_qxv_llf_cp} |
| Completed | The demand is moved to the completed state. After reviewing the record, select one of these buttons: * Update: The demand record is updated, but the demand remains in the current state. * Reset to Draft: The demand is moved back to the draft state. * Delete: The demand record is deleted. {#r_UsingDemandManagement__ul_wl2_fzt_ghc} |
[Table 1. Demand States]

{#r_UsingDemandManagement__tbl_DemandManagementStates}  
These states appear in the process flow indicator at the top of the Demand form. The process flow indicator:

* Highlights the current state of the demand.
* Checks off the states that a demand has passed through.
* Leaves empty the states that have been skipped.
{#r_UsingDemandManagement__ul_sjm_44l_2r}
* **[Assess demands](https://www.servicenow.com/docs/OCQuc3tMtljxYGzTdl4rGg)**   
  The Demand Management application comes with two demand visualization tools that can aid decision makers with demand assessment.
* **[Create a demand](https://www.servicenow.com/docs/X34VucAe61orjal3UsvBGg)**   
  Create demands to capture your strategic and operational requirements and centralize information for stakeholder assessment and prioritization.
* **[Identify similar records using AI](https://www.servicenow.com/docs/gBpuZzZD1IOts5H_GPuNcQ)**   
  Use the identify similar records skill to find demand records with similar names, descriptions, or business case content.
* **[Summarize demands with the demand summarization skill](https://www.servicenow.com/docs/634_nwwRhJ_zE~KtdKBrfg)**   
  Summarize demand records using the demand summarization skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand.
* **[View demands](https://www.servicenow.com/docs/4jwu~AFVpULeSDftdqaKdg)**   
  You can view existing demands at any time.
* **[Add details to demands](https://www.servicenow.com/docs/FVXM040jt8VsqhphtvU79A)**   
  The demand manager typically works with a business relationship manager to identify stakeholders and elicit requirements, risks, and other important information.
* **[RIDACs records for a demand](https://www.servicenow.com/docs/lN4w9TYuhzYltGgSXsqlLQ)**   
  RIDAC is an acronym for Risk, Issue, Decision, Action, and Request Changes records. Create a risk for your demand that you can convert to other records during the demand life cycle. Track issues and avoid manual copying of relevant details in related records.
* **[Reset a demand to Draft state](https://www.servicenow.com/docs/VYzS5XYqAktnU8scYBPfkQ)**   
  A demand can be moved back to the Draft state, if necessary.
* **[Delete demands](https://www.servicenow.com/docs/dSVjGWqUk1aiiIbfaSoTZw)**   
  Demands can be deleted only while in the Pending state.
* **[Move and resize a demand](https://www.servicenow.com/docs/JucWFuM2C4gtcmAHyC7Fwg)**   
  As the demand manager, you can move and resize bubbles in the bubble chart.
* **[Train the similarity solution for Demand Management to find similar demands](https://www.servicenow.com/docs/_CEXzMMmcn4IelpBJwBWVw)**   
  Train the Similar Demands solution definition is included within the Predictive Intelligence for PPM capability to find related demands when creating a demand.
* **[PPM PIWB template - Find similar demands](https://www.servicenow.com/docs/FqMtaHH9g1My_kPwm96o0Q)**   
  Use a guided template that walks you through training the Similar Demands solution definition for finding similar demands.
* **[Associate AI systems with demands](https://www.servicenow.com/docs/M~j6LMLYRIQ~iIS3C7G1WQ)**   
  Add and manage AI system associations directly from the AI Associations tab in Demand Management.
* **[Work with demands in Employee Slate](https://www.servicenow.com/docs/BgNrJsqbCTzXzMGF57Xz4g)**   
  The My Demands widget and conversational experience in Employee Slate brings demand creation and tracking into a single, conversation-first workspace. Requesters can create demands through the conversational experience and track them using widgets.

