Plan for Demand Management

Consider the following when planning to use the demand management application.

About this task

  • Roles: Determine who has the demand manager [demand_manager] and demand user [demand_user] roles.
  • Portfolios: Determine how you want to group or categorize demands, and then have a user with the 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 and identify if they are to receive assessments or be demand approvers. Changes made to Approver or Receive Assessment in the demand record update the stakeholder register.
  • Assessments: Consider using assessments to facilitate the information gathering process. Define metric categories and assessment metrics required to develop and distribute assessments to the appropriate audience. Assessments are automatically sent to the Receive Assessment portfolio stakeholders once the demand is moved into the screening state.
  • Resource plans: Consider developing resource plans to help the organization understand the time and resource costs associated with the demand. Resource plans require that the Resource Management application is active. Resource plans created for approved demands create duplicate resource plans in the project record. Any resource plans attached to the demand propagate to the project.
  • Enhancement and defect requests: Determine if you need the ability to manage enhancement and defect requests as demands. This functionality requires that the SDLC Scrum Process Pack is active.