--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management Release : - australia ft:locale : - pt-BR ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Demand default playbook stages and activities # Demand default playbook stages and activities {#ariaid-title1} * Versão de lançamento: Australia * * Atualizado 12 de mar. de 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 min. de leitura The default demand playbook includes certain predefined stages and activities. These activities guide you through the demand life-cycle, from capturing the initial brief to completing the demand. ## Create demand brief {#demand-default-playbook-stages__section_vny_fxm_g3c} In this stage, capture the foundational information for the demand including the business justification, risks, and assumptions.{#demand-default-playbook-stages__table_hnz_jxm_g3c__entry__3} | Activity | Type | Description | |-|-|-| | Define demand details | Form | Enter the demand name, description, and business case. For more information, see [Demand form](https://servicenow-prod.fluidtopics.net/lIK3TCKgSRnC19tZJFeRFA "The demand form information is used to create a demand."). | | Document risks and assumptions | Form | Document the risk of not performing the demand and any assumptions. For more information, see [Demand form](https://servicenow-prod.fluidtopics.net/lIK3TCKgSRnC19tZJFeRFA "The demand form information is used to create a demand."). | | The demand state will be moved to submitted | Automated | Completing the previous activities advances the demand to the next state in its life-cycle. | [Tabela 1. Create demand brief stage details] {#demand-default-playbook-stages__table_hnz_jxm_g3c} ## Define demand alignment {#demand-default-playbook-stages__section_owx_5xm_g3c} In this stage, align the demand with organizational goals, stakeholders, and team members.{#demand-default-playbook-stages__table_pwx_5xm_g3c__entry__3} | Activity | Type | Description | |-|-|-| | Define business alignment | Form | Define the business classification for the demand. For more information, see [Demand form](https://servicenow-prod.fluidtopics.net/lIK3TCKgSRnC19tZJFeRFA "The demand form information is used to create a demand."). | | Define strategic alignment | Form | Define how the demand aligns with the organization's strategic objectives. For more information, see [Demand form](https://servicenow-prod.fluidtopics.net/lIK3TCKgSRnC19tZJFeRFA "The demand form information is used to create a demand."). | | Add secondary goals | Related list | Associate secondary goals and targets with the demand. * You can also add a goal or target relationship. * You can view the details of an entry by selecting it from the list. {#demand-default-playbook-stages__ul_kjl_bzm_g3c} For more information, see [Demand form](https://servicenow-prod.fluidtopics.net/lIK3TCKgSRnC19tZJFeRFA "The demand form information is used to create a demand."). | | Update demand dates | Form | Specify or update the planned dates for the demand. For more information, see [Demand form](https://servicenow-prod.fluidtopics.net/lIK3TCKgSRnC19tZJFeRFA "The demand form information is used to create a demand."). | | Add collaborators | Form | Add collaborators to the demand and indicate whether an assessment is required. For more information, see [Demand form](https://servicenow-prod.fluidtopics.net/lIK3TCKgSRnC19tZJFeRFA "The demand form information is used to create a demand."). | | Add stakeholders | Related list | Add stakeholders associated with the demand. You can view the details of an entry by selecting it from the list. For more information, see [Create stakeholder form](https://servicenow-prod.fluidtopics.net/V9ahR2pFgdLCy7lX9SWzBQ "The stakeholder form information is used to create a stakeholder record for the demand."). | | Add demand tasks | Related list | Create demand tasks to break down initial planning activities. For more information, see [Create demand task form](https://servicenow-prod.fluidtopics.net/4b2RMj_s58wUGsoPH_8~QA "The demand task form information is used to create a demand task for the demand."). | | Update EAP details | Form | Update the Team field for the Enterprise Agile Planning (EAP) entity, to which the demand is converted. Nota: This activity is available if the Type field is an EAP entity. | | The demand state will be moved to screening | Automated | Completing the previous activities advances the demand to the next state in its life-cycle. | [Tabela 2. Define demand alignment stage details] {#demand-default-playbook-stages__table_pwx_5xm_g3c} ## Estimate demand cost and effort {#demand-default-playbook-stages__section_mdg_c1n_g3c} In this stage, evaluate the financial and resource requirements for the demand.{#demand-default-playbook-stages__table_ndg_c1n_g3c__entry__3} | Activity | Type | Description | |-|-|-| | Update assessment details | Form | Update the assessment information for the demand. For more information, see [Demand form](https://servicenow-prod.fluidtopics.net/lIK3TCKgSRnC19tZJFeRFA "The demand form information is used to create a demand."). | | Estimate financial cost | Related list | View and manage cost plans associated with the demand. * You can add a cost plan or delete an existing one. * You can view the details of an entry by selecting it from the list. {#demand-default-playbook-stages__ul_ukb_41n_g3c}For more information, see [Create cost plan form](https://servicenow-prod.fluidtopics.net/IAcNsk1Mjc_do8XQihokPw "The cost plan form information is used to create a cost plan for a demand."). | | Estimate resource requirements | Related list | View and manage resource assignments for the demand. You can view the details of an entry by selecting it from the list. For more information, see [Create resource assignment form](https://servicenow-prod.fluidtopics.net/y57ZdQJ_WzLn5n0b0MLOXA "The resource assignment form information is used to create a resource assignment record for a demand."). | | Define benefit estimates | Related list | View and manage benefit plans for the demand. * You can add a benefit plan or delete an existing one. * You can view the details of an entry by selecting it from the list. {#demand-default-playbook-stages__ul_r3h_x1n_g3c}For more information, see [Monetary benefit plan form](https://servicenow-prod.fluidtopics.net/XiH5SUeQWEtqLVp2x4GZuw "The benefit plan form information is used to create monetary and non-monetary benefit plans for a demand.") and [Non-monetary benefit plan form](https://servicenow-prod.fluidtopics.net/PJvWDWNx4Zbx_XlN_NtzWg "The benefit plan form information is used to create monetary and non-monetary benefit plans for a demand."). | | Cost estimates | Form | Review or update the cost estimate details for the demand. | | The demand state will be moved to qualified | Automated | Completing the previous activities advances the demand to the next state in its life-cycle. | [Tabela 3. Estimate demand cost and effort stage details] {#demand-default-playbook-stages__table_ndg_c1n_g3c} ## AI checkpoint {#demand-default-playbook-stages__section_ogw_hbn_g3c} In this stage, associate AI systems with the demand to identify potential AI impacts. Nota: If the AI Control Tower plugin is installed and the investment type of the demand is set to artificial intelligence, the AI checkpoint stage is available for playbooks. {#demand-default-playbook-stages__table_pgw_hbn_g3c__entry__3} | Activity | Type | Description | |-|-|-| | Associate AI systems | Form | Add AI systems to the demand by creating one or selecting from the existing systems. * To create an AI system, select the Create new AI system link. * To link existing systems, use the Product and Impacted AI systems fields. {#demand-default-playbook-stages__ul_yxw_nbn_g3c} | [Tabela 4. AI checkpoint stage details] {#demand-default-playbook-stages__table_pgw_hbn_g3c}For more information on creating AI systems, see [Create AI system assets](https://www.servicenow.com/docs/access?context=create-ai-system-assets&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). ## Confirm demand readiness for review {#demand-default-playbook-stages__section_cpl_ccn_g3c} In this stage, verify that the demand is complete and ready for approval.{#demand-default-playbook-stages__table_dpl_ccn_g3c__entry__3} | Activity | Type | Description | |-|-|-| | Align demand and assign portfolio/program | Form | Review the demand details and confirm readiness for the approval process. | | The demand state will be moved to approved | Automated | Completing the previous activities advances the demand to the next state in its life-cycle. | [Tabela 5. Confirm demand readiness for review stage details] {#demand-default-playbook-stages__table_dpl_ccn_g3c} ## Approve and finalize demand {#demand-default-playbook-stages__section_um1_qcn_g3c} In this stage, confirm the demand details and convert the demand to a work entity.{#demand-default-playbook-stages__table_vm1_qcn_g3c__entry__3} | Activity | Type | Description | |-|-|-| | Confirm details and convert to selected entity | Form | Review the selected work entity type, such as project or enhancement, and the approved timeline. | [Tabela 6. Approve and finalize demand stage details] {#demand-default-playbook-stages__table_vm1_qcn_g3c} ## Complete demand {#demand-default-playbook-stages__section_szq_ycn_g3c} This stage is the final stage of the demand workflow.{#demand-default-playbook-stages__table_tzq_ycn_g3c__entry__3} | Activity | Type | Description | |-|-|-| | Review the converted entity | Form | Review the work entity created from the demand to verify that the conversion is complete. | [Tabela 7. Complete demand stage details] {#demand-default-playbook-stages__table_tzq_ycn_g3c} **Conceitos relacionados** * [Playbooks in Next Experience for Demand Management](https://servicenow-prod.fluidtopics.net/hdz_dATVBYWQROxQSSWBCA "Playbooks in Next Experience for Demand Management provide a guided, structured approach to managing a demand from initiation to completion. Playbooks focus specifically on helping demand teams follow the standard demand life-cycle, confirming every demand progresses consistently and no critical steps are missed. You can define your playbooks according to your requirements.") **Tarefas relacionadas** * [Create and customize playbooks](https://servicenow-prod.fluidtopics.net/nbm0oFQgheZuE9CKrzW3lg "Configure playbooks to customize demand workflows or create playbooks for your organization.") * [Use Playbooks](https://servicenow-prod.fluidtopics.net/he1rhVODwqpr1qcNmKQ8mQ "Use a playbook to guide a demand through each stage of its life-cycle, from creating the initial brief to final approval and completion. Playbooks provide step-by-step activities within each stage, ensuring that all required information is captured and governance processes are followed.")