Create a demand task

Create tasks for a demand to delegate cost, effort, risk, and benefit assessment activities. Assign a resource or group to the demand task to track the actual time and effort spent on performing the specified activities.

시작하기 전에

Role required: it_demand_manager

이 태스크 정보

You create demand tasks to plan the work for demands rather than for the target work entity such as a project, change, defect, or enhancement. For more information, see Demand tasks.

• Planned dates, actual dates, and original dates are part of project tasks not demand tasks.
• The due date indicates the date on which the task is targeted for completion and doesn’t affect the demand workflow. Project tasks, however, affect the project completion dates if the planned dates and actual dates are changed.
• Don’t support the creation of nested demand tasks.
• Don’t support task constraints such as the settings Start ASAP and Start on a specific date.
• Don’t support an execution type such as Agile, Waterfall, or Hybrid.
• You assign resources for a demand task use the Assigned to field, Additional Assignee list, and Assignment Group fields.

Resources assigned to a demand task can submit the time spent on it using a time card.

If you’re creating a demand task with the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin activated and Demand Currency view enabled, additional fields become available in addition to the Default view. For more information about the fields that are available only in the Demand Currency view, see Multicurrency in Demand Management and Multicurrency fields in demand-related forms.

프로시저

1. Navigate to All > Demand > Demands > All.
2. Select the demand to which you want to add tasks.
3. Add or edit a demand task from the Demand Tasks related list:
   • To add a demand task, select New.
   • To update the details of an existing demand task, select the record and then select Edit.
4. On the Demand Task form, fill in the fields.
   For a description of the field names, see Demand task form.
5. Select Save.
   After completing your work on the demand task, select Update to return to the demand page.

다음에 수행할 작업

Create resource assignments and add cost plans, benefit plans, and risks to the demand depending on your role. Use the following related links to access these tasks.

표 1. Demand Task form related links

Related Links	Description
Add Cost Plan to Demand	Add a cost plan to capture the costs of demands. Create a cost plan to specify the unit cost of a cost type for a fiscal period. This link appears if the Category value is set to Cost estimate and the user has the it_project_manager or it_demand_manager role. Select the link to open the cost plan form and fill in the details. For more information, see create a cost plan.
Add Resource Plan to Demand	Create a resource plan to find the availability of resources and add the resource plan to the demand. This link appears if the Category value is set to Effort estimate and the user has the it_resource_user role. Select the link to navigate to the Resource Plans page and request resources. For more information, see Create and manage resource assignments for a demand.
Add Benefit Plan to Demand	Create a benefit plan to capture the potential benefits accrued by the demand when the demand is executed. This link appears if the Category value is set to Benefit estimate and the user has it_project_manager or it_demand_manager role. Select the link to open the benefit plan form and fill in the details. For more information, see Create a monetary benefit plan for a demand.
Add Risk to Demand	Add risks that can potentially impact the success or outcome of the execution of the demand. This link appears if the Category value is set to Risk estimate and the user has it_project_manager or it_demand_manager role. Select the link to open the risk form and fill in the details. For more information see, add a risk.