---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Plan

# Planning for Demand Management {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Plan the listed items before setting up Demand Management.
Important:  
Demands are available in the Next Experience for Demand Management. For more information, see [Next Experience for Demand Management](https://www.servicenow.com/docs/746ufttbRveo7LfRZo89IQ "Next Experience for Demand Management enables you to create, evaluate, and prioritize demands throughout the demand life cycle.").

The workspace provides additional value beyond the legacy experience, including Playbook, Docs, and the ability to define different governance processes using playbooks.  
If you have Portfolio Planning Workspace or Strategic Planning Workspace, you can use the Next Experience for Demand Management to create and manage your demands.

* New customers: Use Next Experience for Demand Management to create and manage your demands.
* Existing customers: If you already have demands in the classic UI, you can continue using it. However, we recommend moving to the Next Experience for Demand Management, as your existing demands are automatically available there.
{#r_PlanningForDemandManagement__ul_bqm_2cr_m3c}
{#r_PlanningForDemandManagement__table_fzv_nr1_kp__entry__2}

| Name | Description |
|-|-|
| Roles | Determine who has the demand manager \[it_demand_manager\] and demand user \[it_demand_user\] [roles](https://www.servicenow.com/docs/ahdeDsWfO3509z5m7VQoLw#roles-installed-with-PPS-finance__roles_DemandMgmt). |
| Portfolios | Determine how you want to group or categorize demands, and then have a user with the project manager \[it_project_manager\] role create portfolios based on those groupings. |
| Stakeholders | Identify individuals who have the appropriate domain knowledge to evaluate demands related to each portfolio. Then make them stakeholders for that portfolio. |
| Assessments | Consider using assessments to facilitate the information gathering process. Define metric categories and assessment metrics to develop and distribute assessments to the appropriate audience. |
| Bubble chart definitions | Identify metrics that are important to stakeholders, departments, and the organization. Use these metrics to create bubble charts that visually compare demands. For example, when considering which projects to undertake many organizations compare metrics such as risk rating, return on investment, and cost. |
| Resource assignments | Consider creating resource assignments to help the organization understand the time and resource costs associated with the demand. Any resource assignment attached to the demand propagates to the project. Resource assignments require that the Resource Management Workspace application is active. |
| Enhancement and defect requests | Determine if you need the ability to manage enhancement and defect requests as demands. This functionality requires that the Agile Development application is active. |
[Table 1. Demand Management Planning]

{#r_PlanningForDemandManagement__table_fzv_nr1_kp}
**Previous topic:** [Set up Demand Management](https://www.servicenow.com/docs/XB25MhM9O7LKwB1ix8ovBQ "Perform these tasks to set up Demand Management.")  
**Next topic:** [Populate the stakeholder registry](https://www.servicenow.com/docs/i8HXC_AYPvgmJwTjtTSxDw "Add users to the stakeholder registry so that demand and project management can automatically populate the stakeholder list when a user creates a demand or project.")