Planning for Demand Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Plan the listed items before setting up Demand Management.

    Table 1. Demand Management Planning
    Name Description
    Roles Determine who has the demand manager [it_demand_manager] and demand user [it_demand_user] roles.
    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 propagate 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.