Add details to demands
Summarize
Summary of Add details to demands
The Demand Management application in ServiceNow streamlines the process of capturing and managing business demands by facilitating stakeholder identification, requirement gathering, task assignment, and strategic alignment. It supports demand managers and business relationship managers in efficiently analyzing and approving demands, creating associated projects and enhancements, and tracking effort and costs.
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Key Features
- Stakeholder Identification: Automatically populates stakeholders from the selected portfolio when creating a demand, with options to add new or existing stakeholders manually, allowing multiple stakeholders per demand and cross-association across demands sharing the same portfolio.
- Demand Tasks: Enables demand managers to create and assign tasks related to effort, cost, risk, and benefit estimation. Assigned resources can track time spent via time cards, which contributes to calculating actual effort and costs.
- Requirements Management: Allows creation of multiple requirements per demand, often sourced from stakeholders. Requirements can be detailed and assigned to owners, with the capability to link complex requirements to planned project tasks.
- Resource Assignments: When the Resource Management Workspace application is enabled, resource assignments can be added to demands to provide additional evaluation information.
- Strategy and Goal Allocations: Displays and manages allocation percentages of the demand’s total cost and benefits toward organizational strategies and goals. These allocations can be recalculated and updated using related links, available when the Strategic Spend Tracking for PPM application is installed and the Strategic Alignment view is used.
- Goal/Target Relationships: Shows relationships between organizational goals and various planning or strategic items, including demands.
- Fund Allocation: Supports distribution of funding across related projects, epics, or programs for significant, multi-year investments. This feature requires the Investment Funding plugin, an existing investment record for the demand, and the investmentuser role.
Practical Application for ServiceNow Customers
By leveraging these features, demand managers can efficiently gather comprehensive demand details, ensure all relevant stakeholders and requirements are accounted for, assign and track demand-related tasks, and align demands with strategic goals and financial plans. This improves demand visibility, supports informed decision-making, and facilitates better resource and budget management.
To fully utilize strategic allocations and funding features, customers need to install the Strategic Spend Tracking for PPM and Investment Funding plugins and ensure appropriate roles and configurations are in place.
The demand manager typically works with a business relationship manager to identify stakeholders and elicit requirements, risks, and other important information.
The Demand Management application streamlines the stakeholder identification process. Auto-populating the list of stakeholders from the portfolio the user selects when filling out the demand form in the service catalog or in the Demand Management application. The Demand Management application also enables you to use assessments to automate some of the information gathering process.
Add demand tasks
Demand managers analyze business demands, approve demands, and create projects and enhancements. Many times activities such as effort, cost, risk, and benefit estimates are required to analyze a demand and create a business case for approval of the demand. A demand manager can create demand tasks and assign these tasks to individual resources or a group to perform these activities.
The resources assigned to the demand tasks then post time spent while working on a demand or demand task using a time card. The time card data is used to calculate actual effort and cost incurred on the demand task as well as demand.
To create demand tasks, scroll to the Demand Tasks related list on the Demand form and select New to create a record.
Add stakeholders
When a demand is submitted, the demand stakeholder list is populated automatically from the associated portfolio. You can also add stakeholders. To add a person to the stakeholder list, scroll to the Stakeholders related list on the Demand form, select Create new to create a record, and fill in the form. To add existing stakeholders to the demand, select Add existing.
When adding a stakeholder from the demand form, the Portfolio field displays the portfolio that was selected on the Demand form.
A demand can have multiple stakeholders and a stakeholder can be associated with multiple demands.
The newly added stakeholder is automatically associated with the current demand and any other demands that use the same portfolio.
Add requirements
Demand managers can create as many requirements as needed, but requirements aren’t required. Typically, the stakeholders associated with a demand request have insights into what the requirements are for a demand request to be completed.
Demand managers use the Requirement form to describe the requirement and assign an owner who is responsible for making sure that the requirement is met. When a requirement is complex, demand managers can associate planned tasks, such as project tasks, with the requirement. The demand manager assigns and tracks the tasks until they’re complete.
- Open a Demand form and select New from the Requirements related list.
- On the Requirement form, fill in the fields. For a description of the field names, see Requirement form.
Add resource assignments
Resource assignments are another source of information that decision makers can use when evaluating demands. You can create resource assignments for a demand from the Resource assignments related list, which appears only if the Resource Management Workspace application is activated.
To add a resource assignment to the demand, scroll to the Resource assignments related list on the Demand form and select New to create a record.
Add and recalculate strategy and goal allocations
The Strategy Allocations related list displays the percentage of the demand's total cost and benefits allocated toward the achievement of the associated strategies. The Goal Allocations related list displays the percentage of demand's total cost and benefits allocated toward achievement of goals associated with the demand. For more information, see Allocate or modify the strategy and goal percentage for a demand.
Recalculate and update cost field values in the Strategy and Goal Allocation tabs. Use the Recalculate Strategy and Goal Allocation related link to update the demand's total cost and benefits when strategy and goal allocations for the demand are changed. For more information, see Strategic Spend Tracking for PPM.
Add goal/target relationships
The Goal/Target Relationships related list displays the relationship between a goal and a planning item, strategic item, or any other item such as a demand.
Allocate funds
If your demand represents a significant, multi-year investment and you must distribute funding across related work, you can allocate funds from your demand. By allocating funds, you can directly support one or more projects, epics, or programs linked to the approved demand.
This link appears only if you have the Investment Funding plugin activated, an existing corresponding investment record for this demand, and the investment_user role.