Create a demand

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 7 minutes to read

    • Create demands to capture your strategic and operational business requests.

    Before you begin

    Role required: demand_manager, demand_user

    About this task

    The demand manager can also create a demand from the demand workbench. Demands created from the demand workbench are created in a qualified state.

    If you are creating a demand with the PPM Standard Multicurrency (com.snc.ppm_multicurrency) plugin activated and the Demand Currency view enabled, then the fields in the Financials tab differ from the Default view. For more information about the fields that are available only in the Demand Currency view, see Multicurrency in Demand Management.

    Procedure

    1. Navigate to All > Demand > Demands > Create New.
      Alternatively, any user can create a demand from the following locations:
      • Service Catalog > Can We Help You > Create a new demand.
      • Self-Service > Demands > Create New.
    2. On the Demand form, fill in the fields.
      For a description of the field names, Demand form.
    3. Click Save.
      Note:
      Requesters or collaborators can edit their demand as long as the demand is in the Draft state.

    What to do next

    Use the following related links and lists:
    Table 1. Demand form related links
    Related Links Description
    Allocate Funds If your demand is a large multi-year investment, use it as an approved demand to fund one or more projects, epic, or programs from the demand directly.

    This link appears only if you have the Investment Funding plugin activated, an existing corresponding investment record for this demand, and the investment_user role.
    Create Demand Budget Allows you to allocate the budget to the demand.
    Create Baseline Allows you to create a baseline of a demand. A baseline is a snapshot of the demand's current financial plans, which includes cost and benefit plans, but not actuals.
    Create Project This link appears if the Category field is set to Strategic and the Type field is set to Project. To create a project record for this demand, click this link. The number of the project record is displayed in the Project field.
    Create Enhancement This link appears if the Category field is set to Strategic and the Type field is set to Enhancement. To create an enhancement record for this demand, click this link. The number of the enhancement record is displayed in the Enhancement field.
    Create Story This link appears if the Category field is set to Strategic and the Type field is set to Story. To create a story record for this demand, click this link. A Demand reference field is created in the Agile Development 2.0 Story form.
    Create Epic This link appears if the Category field is set to Strategic and the Type field is set to Epic. To create an epic record for this demand, click this link. A Demand reference field is created in the Agile Development 2.0 Epic form.
    Create SAFe Story This link appears if the Category field is set to Strategic and the Type field is set to SAFe Story. To create a SAFe story record for this demand, click this link. A Demand reference field is created in the SAFe Story form.
    Note:
    You need the safe_art_user role to create a SAFe story.
    Create SAFe Feature This link appears if the Category field is set to Strategic and the Type field is set to SAFe Feature. To create a SAFe feature record for this demand, click this link. A Demand reference field is created in the SAFe Feature form.
    Note:
    You need the safe_art_user role to create a SAFe feature.
    Create SAFe Epic This link appears if the Category field is set to Strategic and the Type field is set to SAFe Epic. To create a SAFe Epic record for this demand, click this link. A Demand reference field is created in the SAFe Epic form.
    Note:
    You need the safe_art_user role to create a SAFe epic.
    Create Change This link appears if the Category field is set to Operational and the Type field is set to Change. To create a change record for this demand, click this link. The number of the change record is displayed in the Change field.
    Create Defect This link appears if the Category field is set to Operational and the Type field is set to Defect. To create a defect record for this demand, click this link. The number of the defect record is displayed in the Defect field.
    View RIDAC View the Risks, Issues, Decisions, Actions, and Request Changes (RIDAC) entries for the demand. For more information, see RIDAC (Risk, Issue, Decision, Action, and Request Changes) record entries for a demand.
    Note:
    This link only displays converted RIDAC entities. For example, Risks converted to Issues, Decisions, Actions, and Request Changes.
    Recalculate Strategy and Goal Allocation Recalculate and update cost field values in the Strategy and Goal Allocation tabs. Use this 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.
    Note:
    This related link is available only if Strategic Spend Tracking for PPM is installed. You must switch to the Strategic Alignment view to see this related link. If this related link is not available on the form view that you are using, ask your administrator to configure the demand form to add this related link.
    Table 2. Demand form related lists
    Related Lists Description
    Demand Tasks Lists the tasks created for the demand.

    To create a new demand task, click New.

    To modify an existing demand task, click Edit.
    Stakeholders Lists the stakeholders for the demand.

    To create a new stakeholder, click New.

    To add existing stakeholders to the demand, click Edit.
    Note:
    If the portfolio associated with the demand has stakeholders, the portfolio stakeholders are automatically added to the demand.
    Requirements Lists the requirements for the demand.

    To create a new requirement, click New.
    Risks Lists the risks for the demand.

    To create a new risk, click New For more information, see Add risks for a demand.

    The demand risks are added to the parent program and portfolio.
    Issues Lists the issues included in the demand.

    To create a new issue, click New. For more information, see Add issues for a demand.
    Decisions Lists the decisions for the demand.

    To create a new decision, click New. For more information, see Add decisions for a demand.
    Actions Lists the action items identified for the demand.

    To create a new action, click New. For more information, see Add actions for a demand.
    Request Changes Lists the changes related to the resource, scope, cost, and schedule for the current demand.

    To create a new demand request change, click New. For more information, see Add Request Changes to a demand.
    Resource Plans Lists the resource plans for the demand.

    To create a resource plan and manage existing resource plans, click New orManage.
    Cost Plans Lists the cost plans for the demand.

    To create a new cost plan, click New or click Manage to modify an existing plan.

    The demand cost plans are added to the parent program and portfolio.

    The cost plan breakdowns that specify the estimated cost and actual cost at a granular level for a fiscal period of the demand cost plan are recalculated in the project currency. Similarly, the estimated breakdown amounts of the planned benefit and actual benefit of the demand benefit plans are recalculated in the project currency. The project currency amounts are then rolled up to the cost plan, benefit plan, and the project records.
    Benefit Plans

    Lists the benefit plans for the demand.

    To create a new benefit plan, click New or click Manage to modify an existing plan.
    Demand Budget Lists the demand budget by fiscal year. Click the amounts in the list to revise them.
    Stories Lists the stories for the demand.

    To create a new story, click New.

    To add or modify the existing story, click Edit.
    Note:
    The related list is available only when the Agile Development 2.0 plugin is installed.
    Assessment Instances The assessment instances for this demand. For more information, see View an assessment instance.
    Assessment Results Results of the assessments that the stakeholders submitted for this demand.
    Expense Lines Expense lines are part of demand cost plans and stores cost associated with a specific resource. To create an Expense line, see Create an expense line for a demand
    Strategy Allocations Lists the percentage of demand's total cost and benefits allocated towards the achievement of strategies associated with the demand. For more information, see Allocate or modify the strategy and goal percentage for a demand.
    Note:
    This related list appears only when Strategic Spend Tracking for PPM is installed. This application is available on ServiceNow Store. You must switch to the Strategic Alignment view to see this related list. If this related list is not available on the form view that you are using, ask your administrator to configure the demand form to add this related list. For more information, see Install Strategic Spend Tracking for PPM.
    Goal Allocations Lists the percentage of demand's total cost and benefits allocated towards achievement of goals associated with the demand. For more information, see Allocate or modify the strategy and goal percentage for a demand.
    Note:
    This related list appears only when Strategic Spend Tracking for PPM is installed. This application is available on ServiceNow Store. You must switch to the Strategic Alignment view to see this related list. If this related list is not available on the form view that you are using, ask your administrator to configure the demand form to add this related list. For more information, see Install Strategic Spend Tracking for PPM.