Configuration overview

Define the following items before configuring Next Experience for Demand Management.

• Define who can access and work in the Next Experience for Demand Management. Includes identifying workspace administrators, demand managers, approvers, and reviewers who participate in the demand process. See Assign a role to a user.
• Identify individuals or groups who review or need visibility into demand items. Stakeholders provide domain insight during evaluation. See Populate the stakeholder registry for demands.
• Set up Strategic Planning to work with Next Experience for Demand Management. See Configuring Strategic Planning with PPM, Agile 2.0, and SAFe.
• Specify the fields and attributes needed to capture demand data including form layouts, required fields, and custom data elements. See Information model.
• Define the metrics used to evaluate and compare demand items. Common criteria include business value, complexity, cost estimates, and alignment to strategy.
• Define demand playbooks that align with your organization's processes. See Playbooks in Next Experience for Demand Management.
• Determine what resource‑related information must be associated with demand items, such as estimated effort or team availability.
• Set the life-cycle stages for a demand item, from creation to review, approval, or conversion through Playbooks.
• Identify related workspaces or applications that are required with Next Experience for Demand Management such as Project Workspace or Resource Management Workspace to support consistent data across applications.