Reset a demand to Draft state

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • A demand can be moved back to Draft state, if required.

    Before you begin

    Role required: it_demand_manager

    About this task

    A demand can be reset to Draft from the Completed, Approved, Screening, or Submitted states, or until an artifact such as a project, enhancement, defect, or change is created from it. The Reset to Draft option is unavailable if the demand is in the Qualified state.

    Procedure

    1. Navigate to All > Demand > Demands > All.
    2. Open the required demand form.
    3. Click Reset to Draft.
      A confirmation message appears if there are:
      • Active assessments pending with stakeholders, or
      • Resource assignments are created for the demand
    4. Select the check box to re-plan the allocated resource plans that have no actual hours reported.
    5. Click OK.

    Result

    • The demand is moved to Draft state.
    • All the score values in Assessment Data tab are reset to default.
    • All active assessments for the demand are canceled. New assessments are triggered when the demand moves to the Screening state and if the Assessment Required field on the demand form is set to true.