--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Add details to demands # Add details to demands {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Add details to demands The Demand Management application in ServiceNow streamlines the process of managing business demands by facilitating stakeholder identification, requirements gathering, task management, resource allocation, and strategic alignment. It supports demand managers and business relationship managers in efficiently capturing critical information, analyzing demands, and preparing business cases for approval. Show full answer Show less ## Key Features * **Stakeholder Management:** Automatically populates stakeholders from the selected portfolio when a demand is submitted. Users can also manually add new or existing stakeholders to a demand, enabling multi-stakeholder collaboration across demands linked to the same portfolio. * **Demand Tasks:** Demand managers can create and assign tasks related to effort, cost, risk, and benefit estimation. Assigned resources track time spent on tasks via time cards, enabling accurate calculation of effort and cost for the demand. * **Requirements Management:** Demand managers can add and describe multiple requirements per demand, assign owners responsible for meeting those requirements, and link complex requirements to planned project tasks for tracking. * **Resource Assignments:** When Resource Management Workspace is activated, demand managers can create resource assignments for demands, providing additional data for decision makers during demand evaluation. * **Strategic and Goal Allocations:** Supports allocation of demand costs and benefits toward organizational strategies and goals. Users can recalculate and update these allocations to reflect changes, facilitating strategic spend tracking. These features require the Strategic Spend Tracking for PPM application and appropriate configuration. * **Goal/Target Relationships:** Displays relationships between goals and planning or strategic items, including demands, for better alignment and tracking. * **Funds Allocation:** For large, multi-year investments, funding can be allocated from demands to related projects, epics, or programs. This feature requires the Investment Funding plugin and the investmentuser role. ## Practical Application ServiceNow customers can leverage these capabilities to enhance the thoroughness and accuracy of demand management. Automatically populated stakeholders and integrated assessments reduce manual effort and improve data quality. Task and resource assignment features support detailed demand analysis and time tracking, contributing to precise cost and effort reporting. Strategic and goal allocation tools enable alignment of demands with business priorities and financial planning. Fund allocation ensures that significant investments are properly distributed across related work items. To fully utilize all features, customers should ensure required plugins like Strategic Spend Tracking for PPM and Investment Funding are installed and configured. Administrators may need to adjust demand form views to access related lists and links associated with these advanced capabilities. 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 {#c_EnhancingDemands__section_fyt_2g3_fhb} 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](https://servicenow-prod.fluidtopics.net/lzPc1APGmYqY65aoRsrGRg "Create tasks for a demand to delegate cost, effort, risk, and benefit assessment activities. Assign a resource or group to the demand task to track the actual time and effort spent on performing the specified activities."), 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. To add a requirement to a demand, follow these steps: 1. Open a Demand form and select New from the Requirements related list. 2. On the Requirement form, fill in the fields. For a description of the field names, see [Requirement form](https://servicenow-prod.fluidtopics.net/gp99hSuw_Gu87MOhk9y2uA "Use the requirement form to add a new requirement to a demand."). {#c_EnhancingDemands__ol_rgh_b22_4xb} ## 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](https://servicenow-prod.fluidtopics.net/Ig8DTz3UaY0xR4KBOz~7zQ "As a resource requester, find the availability of the resources, and create and manage the resource assignments for a 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 {#c_EnhancingDemands__section_vr5_25x_mhc} 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 strategy and goal percentage for a demand](https://servicenow-prod.fluidtopics.net/DDFpwb5SlELlTasDxit7oQ "Allocate the percentage of a demand's total cost, benefit, and budget towards achievement of strategic objectives that the demand fulfills. You can also view the breakdown of the demand's financial data based on the allocated percentage."). 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](https://servicenow-prod.fluidtopics.net/M6zW7m0qU9YNiw40RdsN9g "Strategic Spend Tracking for PPM enables project or demand managers to evaluate the strategic value of organization’s projects and demands. You can identify the purpose and benefits of executing demands and projects and how they contribute to achieving company's strategies and goals."). Note: These related lists and related links appears only when [Strategic Spend Tracking for PPM](https://servicenow-prod.fluidtopics.net/M6zW7m0qU9YNiw40RdsN9g "Strategic Spend Tracking for PPM enables project or demand managers to evaluate the strategic value of organization’s projects and demands. You can identify the purpose and benefits of executing demands and projects and how they contribute to achieving company's strategies and goals.") is installed. This application is available on ServiceNow Store. You must switch to the Strategic Alignment view to see them. If these lists and links aren't available on the form view that you're using, ask your administrator to configure the demand form to add them. For more information, see [Install Strategic Spend Tracking for PPM](https://servicenow-prod.fluidtopics.net/rB7KzijzZo9xSrHEQIJ6jg "Install the Strategic Spend Tracking for PPM application from ServiceNow Store applications. Visit the ServiceNow Store to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes."). ## Add goal/target relationships {#c_EnhancingDemands__section_k23_cvx_mhc} 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 {#c_EnhancingDemands__section_ybj_twf_nhc} 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](https://servicenow-prod.fluidtopics.net/emMURSNx~mPGNN4uty1RXQ "You can install the Investment Funding application (sn_invst_pln_v2) from ServiceNow Store if you have the admin role.") plugin activated, an existing corresponding investment record for this demand, and the investment_user role. **Related concepts** * [Assess demands](https://servicenow-prod.fluidtopics.net/rUWyI2B9oj6bgLpkVKd0aw "The Demand Management application comes with two demand visualization tools that can aid decision makers with demand assessment.") * [RIDACs records for a demand](https://servicenow-prod.fluidtopics.net/85AuNXmPycWd0InqWRcELQ "RIDAC is an acronym for Risk, Issue, Decision, Action, and Request Changes records. Create a risk for your demand that you can convert to other records during the demand life cycle. Track issues and avoid manual copying of relevant details in related records.") * [Work with demands in Employee Slate](https://servicenow-prod.fluidtopics.net/7IBeQwta2WkoQcYCjxASBQ "The My Demands widget and conversational experience in Employee Slate brings demand creation and tracking into a single, conversation-first workspace. Requesters can create demands through the conversational experience and track them using widgets.") **Related tasks** * [Create a demand](https://servicenow-prod.fluidtopics.net/wEfR6rUPJtFvOt42WdYXnA "Create demands to capture your strategic and operational requirements and centralize information for stakeholder assessment and prioritization.") * [Identify similar records using AI](https://servicenow-prod.fluidtopics.net/cOQ_thuZBlj5FB5bKuJD8w "Use the identify similar records skill to find demand records with similar names, descriptions, or business case content.") * [Summarize demands with the demand summarization skill](https://servicenow-prod.fluidtopics.net/emrhYe6Chl2amAq9_LyKgQ "Summarize demand records using the demand summarization skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand.") * [View demands](https://servicenow-prod.fluidtopics.net/YCi8JXeY8xiKF_J01bnxhg "You can view existing demands at any time.") * [Reset a demand to Draft state](https://servicenow-prod.fluidtopics.net/FsLHhbZDKZSalvxpy7gxCw "A demand can be moved back to the Draft state, if necessary.") * [Delete demands](https://servicenow-prod.fluidtopics.net/TqHvF5Kgn7FiiPA7BEXDrQ "Demands can be deleted only while in the Pending state.") * [Move and resize a demand](https://servicenow-prod.fluidtopics.net/9B1Q2NUjVR5IdZS3meZPqQ "As the demand manager, you can move and resize bubbles in the bubble chart.") * [Train the similarity solution for Demand Management to find similar demands](https://servicenow-prod.fluidtopics.net/XMzVKeMPDlzVMFW2jNCDeg "Train the Similar Demands solution definition is included within the Predictive Intelligence for PPM capability to find related demands when creating a demand.") * [PPM PIWB template - Find similar demands](https://servicenow-prod.fluidtopics.net/GACsRuAzkV75j1nXhVLL7g "Use a guided template that walks you through training the Similar Demands solution definition for finding similar demands.") * [Associate AI systems with demands](https://servicenow-prod.fluidtopics.net/rzbFaKnkOdNrFmW7MYeKiA "Add and manage AI system associations directly from the AI Associations tab in Demand Management.")