Create a demand

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Create demands to capture the strategic and operational requirements and centralize information for stakeholder assessment and prioritization.

    Before you begin

    Role required: it_demand_manager, it_demand_user

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace.
    2. Select Demands from the main navigation menu.
    3. Select New.

      Demand creation form.

    4. On the Demand form, fill in the fields.
      Table 1. Demand form
      Field Description
      Name Name of the demand.
      Start date The preliminary or estimated date when the work is initially planned to begin. Use this date to indicate the intended timing for early demand planning and prioritization. Set this date during initial demand creation or at any point in the planning phase. This date can be updated until the demand is officially approved.

      For example, a database upgrade is planned to start on 2025-11-01.

      This date is changed to Planned start date when the demand is converted to a project.
      Note:
      • When you change the planned start date of a demand or project, the associated cost plans and resource assignments also change. The Change Resource Plan and Cost Plan Start Date with Demand or Project Start Date Change property controls the behavior for a demand date change. This property isn't enabled by default. For more information, see Properties installed with Project Management.
      • The Start date column label is changed to Planned start date. This change is applicable only for new customers who begin using the Australia version. To facilitate continuity, you continue to see the prior labels.
      Due date The preliminary or estimated date when the planned work is expected to be completed. This date provides an expected completion window for planning and stakeholder communication. Set this date at any point in the planning phase. Update it until the demand is officially approved.

      For example, a database upgrade is planned for completion by 2025-12-31.

      Note:
      • The Due date column label is changed to Planned end date. This change is applicable only for new customers who begin using the Australia version. To facilitate continuity, you continue to see the prior labels.
      • This date is changed to Planned end date when the demand is converted to a project.
    5. Select Create.
      The demand opens in the Playbook page.

      Demand opens in the Playbook page with the first stage and activity expanded.

    What to do next