Use Demand Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read

    • Users with the demand manager role can create, view, and modify demands using the Demand Management application.

    You can also approve demands and create the following artifacts from the approved demands:
    • Project
    • Change
    • Enhancement
    • Defect

    The type of artifact created from a demand depends on the selections in the Category and Type fields on the Demand form. Enhancements and defects can be created when the system administrator has activated the SDLC-SCRUM plugin.

    Demand Management Life Cycle

    The demand management life cycle can be simplified as follows:
    • Creating a demand: The user submits an idea and the demand manager approves the idea, automatically creating a demand from that idea.
    • Viewing a list of demands: The demand manager views demands on the demand workbench or from a list view.
    • Enhancing a demand: The demand manager can send the demand to screening, which sends assessments to stakeholders.
    • Assessing a demand:
      • 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.
    • Creating an artifact: The demand manager creates a project, enhancement, change, or defect.
    The demand management application uses the following simplified demand states.
    Table 1. Demand States
    State Description
    Draft The demand manager accepts a submitted idea.
    After reviewing or editing the record, click 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.
    Submitted An accepted idea creates a demand record and the demand manager submits the demand.
    After reviewing or editing the record, click 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.
    • Incomplete: The demand is moved to the incomplete state.
    • Delete: The demand record is deleted.
    Screening The demand initiates assessments for the demand.
    After reviewing or editing the record, click 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.
    • Delete: The demand record is deleted.
    Qualified The demand has been qualified and is ready for review.
    After reviewing the record, click 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.
    Deferred The demand has been put on hold. The demand can be revisited in future and reviewed.

    After reviewing the record, click 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.
    • Reset to Draft: The demand is moved back to the draft state.
    • Delete: The demand record is deleted.
    Approved The demand is approved
    After reviewing or editing the record, click 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.
    • Delete: The demand record is deleted.
    Completed The demand is moved to the completed state.
    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 blank the states that have been skipped.
    In this example, the demand is in the Approved state. It passed through the Draft, Submitted, and Qualified states but skipped the Screening state.
    Demand process flow indicator