Create financial baselines

Create a financial baseline of a demand, which captures benefit and financial metric information (snapshot of cost plan, benefit plan, and demand-level financial metrics) at a particular moment in time.

Before you begin

Role required: it_demand_manager

About this task

You can create as many financial baselines as necessary and review the financials changes that have been made to the demand since the previous baseline. Any financial baseline doesn’t capture the actual cost component of the demand.

Procedure

1. Open a demand from the home page of Next Experience for Demand Management.
   For more information, see Access demands.
2. Select Details from the L-2 (level 2) navigation menu.
3. To create a financial baseline of a demand, use either of the options.

   Option	Steps
   From the Details page	Select Create Baseline from the More Actions option.
   From a related list	Select Demand Baselines. Select New.

4. On the Create New Demand Baseline form, fill in the fields.

   Table 1. Demand form

   Field	Description
   Name	Name of the demand baseline.
   Demand	Demand to which the baseline belongs.
   Description	Description of the demand baseline.

5. Select Save.
   Note:

   To delete a demand baseline, select the record and select Delete from the More Actions option.
   After completing your work on the demand baseline, use the breadcrumb navigation to return to the Demand Baselines tab.