Create a demand

Create demands to capture your strategic and operational demands.

Before you begin

Role required: None

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.

Procedure

  1. Navigate to 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.
    Table 1. Demand form fields
    Field Description
    Name Name of the demand.
    Category Category of the demand:
    • Strategic
    • Operational
    Type Type of demand:
    • Project
    • Enhancement
    • Change
    • Defect
    The Category field selection determines the selections available in this field. The Enhancement and Defect options only appear if the administrator has activated the Agile Development plugin. The selections in the Category and Type field also determine the fields that are displayed in the Assessment Data related list.
    Project Name of the project created from this demand.
    Enhancement Number of the enhancement created from this demand.
    Change Number of the change created from this demand.
    Defect Number of the defect created from this demand.
    Number Unique, auto-generated identification number for the demand.
    Start date Start date for the demand.
    Note: When you change planned start date of a demand or project, the associated cost and resource plans also change. The project property Change Resource Plan and Cost Plan Start Date with Demand or Project Start Date Change controls the behavior for demand date change.
    Due Date Requested completion date for the demand.
    Details tab
    Portfolio Portfolio indicating the business focus of the demand.
    Program Name of the program to which the demand belongs.
    Submitted by User submitting the demand.
    Demand Manager Name of the demand manager.
    Collaborators Users who can edit or contribute to the demand. A demand requester can select any user as a collaborator.
    Department Department in a business unit to which the demand submitter belongs.

    If no value is chosen in this field, it is auto-populated with the name of the department to which the submitter belongs.

    Business Unit Business unit to which the demand submitter belongs.
    Impacted Business Units Business unit which is impacted by the submitted demand.
    Idea Number of the idea from which the demand was created.
    Business Capabilities If the demand is to change, enhance, or add one or more business capabilities, they can be associated to the demand. Business capabilities are defined in the Application Portfolio Management module.
    Business Applications If the demand is to change, enhance, or add one or more business applications, they can be associated to the demand. Business applications are defined in the Application Portfolio Management module.

    This field displays all the business applications that are related to the business capability selected in the Business Capabilities field.

    Business Case tab
    Strategies Strategic objectives of the organization that the demand fulfils. A demand can fulfil multiple strategic objectives.

    If a Business Unit for the demand is selected in Details tab, then the choice list displays the business strategies for the selected business unit along with other enterprise strategies.

    Goals Goals associated to the selected strategy. A demand can fulfil multiple goals.

    If a strategy is not selected, then all goals are displayed in the choice list.

    Business case Business arguments that support the demand.
    Risk of performing Risks if the demand is approved and implemented.
    Risk of not performing Risks if the demand is not approved, for example, risk of loss of opportunity.
    Enablers Key enablers for the demand.
    Barriers Major barriers to the demand.
    In scope Scope of the demand. It is the set of boundaries that define the extent of a demand.
    Out of scope Activities or deliverables that are not in the scope of the demand. Anything which is not defined in the scope is out of scope.
    Assumptions Assumptions made for the demand. Assumptions help to define scope and risks, and fine-tune the estimates for time and cost.
    Financials tab
    Capital expense Capital expenditure (Capex) for the demand.
    Operational expense Operational expenditure (Opex) for the demand.
    Total planned costs Result is calculated based on values in the Capital expense and Operational expense fields.
    Financial return Result is calculated based on values in the Total costs and Financial benefit fields.
    Financial benefit Estimate of revenue if the demand is approved.

    This value is rolled up from the benefit breakdown of the demand.

    You can also enter the value manually. Select a currency icon and enter a value.

    ROI % Result is calculated based on values in the Total costs and Financial return fields.
    Capital budget Total capital budget allocated to the demand across all fiscal years.

    The value is rolled up from the capex budget of the demand.

    Operational budget Total operational budget allocated to the demand across all fiscal years.

    The value is rolled up from the opex budget of the demand.

    Discount Rate % Demand discount rate.

    The discount rate is the interest rate to determine the present value of future cash flows.

    Net present value Present value of future cash based on the given annual interest rate.

    It is a measure for comparing money spent today against future expected financial benefits. It helps when evaluating the overall investment performance.

    For example, at 12% discount rate, $1.00 today is worth $0.80 in two years. Therefore, receiving $1.00 in two years, is the same as receiving $0.80 today.

    Net present value (NPV) is calculated from total costs per year, financial benefit per year and the discount rate for the demand.

    Internal rate of return % Annual interest rate required to achieve an NPV of zero.

    Internal rate of return (IRR) helps to determine which demands can deliver higher rate of return in terms of revenue.

    Note: If the Capex, Opex, and Financial benefit values are rolled up from the cost and benefit plans, then the currency in which the roll up happens is determined by the currency property com.glide.financial_management.currency_code. If the property is not set, then the currency is derived from the global currency of the instance.
    Assessment Data tab
    Impact Impact created by the demand.
    Score Demand score is calculated based on risk, value, and size attributes in the base system. The value of the risk, value, and size attributes is based on demand assessments. When risk and size are high, the score of the demand is low. When value is high, the score of the demand is high.
    Note: The score formula can be configured based on your business requirements.
    T-Shirt size Size of the demand.

    Before using T-Shirt size as an indicator of demand size, consider creating and publishing definitions for each option, outside the application. This process ensures that the values are interpreted correctly and consistently across the organization or department.

    Risk Risk value calculated from the demand assessment.
    Value Business value of the demand calculated from the demand assessment.
    Notes tab
    Watch list List of groups and users who are subscribed to the demand and who can view Additional comments.
    Work notes list List of groups and users who are subscribed to the demand and who can view Work notes.
    Work notes Information about the demand. Not visible to customers. Work notes are added throughout the demand management life cycle to communicate with other users associated with the demand.
  3. Click Save to save the record.
    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 2. Demand form related links and lists
Related Links
Demand Budget Allows to allocate the budget to the demand.
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 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.
Related Lists
Stakeholders Lists the stakeholders for the demand.

To create a new stakeholder, click New.

To add existing stakeholders to the demand, click Edit.
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.

The demand risks are added to the parent program and portfolio.
Decisions Lists the decisions for the demand.

To create a new decision, click New.

Resource Plans Lists the resource plans for the demand.

To create a new resource plan, click New.

Cost Plans Lists the cost plans for the demand.

To create a new cost plan, click New.

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

Lists the benefit plans for the demand.

To create a new benefit plan, click New.

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 make changes to the existing story, click Edit.
Note: The related list is available only when Agile Development 2 plugin is installed.