--- 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 --- # Demand planning item form # Demand planning item form {#ariaid-title1} * Release version: Zurich * * Updated July 31, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Strategic Planning. These fields are displayed on the full details page of the planning item.{#demand-form-spw__table_l4d_3vm_3tb__entry__2} | Field | Description | |-|-| | Name | Brief description of the planning item. | | Description | Detailed information of the planning item. You can refine demand description using the Write planning item skill, if the ServiceNow Otto for SPM application is installed. | | State | Current working state of the planning item. | | Owner | User assigned to this planning item. | | Planning state | State of the planning item in the Strategic Planning Backlog. | | Category | Category of this planning item. Choose from Strategic or Operational. | | Execution URL | Link to the demand's execution record in Next Experience for Demand Management. | | MoSCoW | Priority of this planning item based on its importance. The available options are: * 1 - Must have * 2 - Should have * 3 - Could have * 4 - Won't have {#demand-form-spw__ul_fxj_gh3_dbc} | | Portfolio | Portfolio that this planning item is associated to. | | Program | Program that this planning item is associated to. | | Product | Product that this planning item is associated to. | | Strategic program | Strategic program that this planning item is associated to. | | Primary goal | Goal that is associated with this planning item as the primary goal. | | Product enhancement | Product enhancement that this planning item is associated to. | | Primary target | Target that is associated with this planning item as the primary target. | | Work notes | Notes to capture the updates and discussions on the planning item as the work progresses. | | Strategic priority | Strategic priority that this planning item is associated to. | [Table 1. Demand planning item form] {#demand-form-spw__table_l4d_3vm_3tb}{#demand-form-spw__table_wr1_vdb_fdc__entry__2} | Field | Description | |-|-| | Approved start date | Approved start date for this planning item. | | Approved end date | Approved end date for this planning item. | | Planned start date | Date on which the work for this planning item is planned to start. This value is copied from the Approved start date field. | | Planned end date | Date on which the work for this planning item is planned to be complete. This value is copied from the Approved end date field. | [Table 2. Dates section of the Demand planning item form] {#demand-form-spw__table_wr1_vdb_fdc}{#demand-form-spw__table_dqk_vdb_fdc__entry__2} | Field | Description | |-|-| | Investment class | Choose from Run and Change | | Investment type | Type of investment this planning item comes under. For example, if completing work on this item improves the user experience for your product, select End User Experience. | | Priority | Priority of this planning item. | | Business application | Business application that this planning item is related to. | | Other impacted business applications | Business applications that this planning item has an impact on. | | Business capabilities | Business capabilities of this planning item. | [Table 3. Details section of the Demand planning item formIn this section, capture additional details for this planning item such as Investment type, Execution type, impacted business application, and more.] {#demand-form-spw__table_dqk_vdb_fdc}{#demand-form-spw__table_xjs_vdb_fdc__entry__2} | Field | Description | |-|-| | Business case | Business case to invest in this planning item. | | Risk of performing | Risks to the business if work on this planning item is completed. | | Risk of not performing | Risks to the business if work on this planning item isn't completed. | | Enablers | Enablers for this demand. | | Barriers | Blockers, if any, for this planning item. | | In scope | Defined criteria for this planning item. | | Out of scope | Clearly defined criteria that is not necessary for this planning item. | | Assumptions | Assumptions, if any, to work on this planning item. | [Table 4. Business case section of the Demand planning item formIn this section, capture business details for this planning item such as risks, scope, blockers for this planning item.] {#demand-form-spw__table_xjs_vdb_fdc}{#demand-form-spw__table_mfd_wdb_fdc__entry__2} | Field | Description | |-|-| | Planned cost | Planned cost to take up this planning item. | | Planned capEx | Planned capital expenditure for this planning item. | | Planned opEx | Planned operational expenditure for this planning item. | | Planned ROI | Planned return of investment for this planning item. | | Financial return | Financial return on this planning item. | | Planned benefit | Planned benefit from this planning item. | [Table 5. Financials section of the Demand planning item formIn this section, capture financial details for this planning item such as cost, CapEx, OpEx, benefit, ROI, and other estimates.] {#demand-form-spw__table_mfd_wdb_fdc}{#demand-form-spw__table_s14_wdb_fdc__entry__2} | Field | Description | |-|-| | Impact | Impact that this planning item has on the business. | | Risk | Numerical value for the risk associated with this planning item. | | Value | Numerical value for the value obtained with this planning item. | | Score | Score of the planning item. | [Table 6. Assessment data section of the Demand planning item form] {#demand-form-spw__table_s14_wdb_fdc} **Related tasks** * [Create planning items from the roadmap view](https://www.servicenow.com/docs/xkhbm3TPw5KDLa8gHcOV~A "Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.") * [Add planning items to Prioritization](https://www.servicenow.com/docs/HcekJq_OAJ7NjGlBbf4e1A "Add new planning items to your portfolio plan's work backlog in Strategic Planning Workspace and ensure that the work pipeline is current.")