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Create a demand task

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Create a demand task

Create tasks for a demand to delegate cost, effort, risk, and benefit assessment activities. Assign a resource or group to the demand task to track the actual time and effort spent on performing the specified activities.

Before you begin

Role required: it_demand_manager

About this task

You create demand tasks to plan the work for demands rather than for the target work entity such as a project, change, defect, or enhancement. For more information, see Demand tasks.

  • Planned dates, actual dates, and original dates are part of project tasks not demand tasks.
  • The due date indicates the date on which the task is targeted for completion and does not affect the demand workflow. Project tasks, however, affect the project completion dates if the planned dates and actual dates are changed.
  • Do not support creation of nested demand tasks.
  • Do not support task constraints such as the settings Start ASAP and Start on specific date.
  • Do not support an execution type such as Agile, Waterfall, or Hybrid.
  • You assign resources for a demand task use the Assigned to field, Additional Assignee list, and Assignment Group fields.
    Note: If you associate a resource plan with a demand task, the associated resource plan is not transferred to the work entity created from that demand. Therefore, do not create and use resource plans for allocating resources or groups to a demand task.

Resources assigned to a demand task can submit the time spent on it using a time card.

Procedure

  1. Navigate to Demand > Demands > All.
  2. Select the demand to which you want to add tasks.
  3. From the Demand Tasks related list, click New.
  4. On the Demand Task form, fill in the fields.
    Table 1. Demand Task form fields
    Field Description
    Short description Name of the demand task.
    Assignment group Group assigned to the demand task.
    Assigned to Primary resource assigned to the demand task. The following conditions apply:
    • If an assignment group is defined, only users in the assignment group are listed.
    • If skills are defined, only users with those skills are listed.
    • If no assignment groups or skills are defined, only users with one of the Project Management application user roles are listed.
    • Users with timecard_user role are also listed.
    Additional assignee list Users assigned to the demand task in addition to the single primary resource defined in the Assigned to field.
    Category Category of the demand task:
    • Initial review
    • Effort estimate
    • Cost estimate
    • Benefit estimate
    • Risk assessment

    The Category field selection determines the links available in the related links. For example, the Add Resource Plan to Demand related link appears when you set the Category value to Effort estimate. Users must have the appropriate role to use these related links.

    Actual effort The actual time spent working on the demand task, which is derived from the approved time card for this demand task.

    Because this field does not appear by default on the Demand Task form, you must add it by personalizing the form.

    Description Brief description of the demand task.
    Number System-generated ID number with a configurable prefix.
    Priority Sequence in which the task needs to be completed based on impact and urgency.
    State Current state of the demand task. The states include Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped.
    Due date The date by which the task is targeted for completion.
    Actual cost The actual cost of the demand task derived from the number of hours worked and hourly rate of the resource as defined in the rate card. In the absence of a rate card, the hourly rate is derived from the default labor rate card or default system property.
    Notes
    Work notes Information about the demand task. Work notes are added throughout the demand management life cycle to communicate with other users associated with the demand.
  5. Click Save.

What to do next

Add a cost plan, resource plan, benefit plan, and risks to the demand depending on your role. Use the following related links to access these tasks.
Table 2. Demand Task form related links
Related Links
Add Cost Plan to Demand Add a cost plan to capture the costs of demands. Create a cost plan to specify the unit cost of a cost type for a fiscal period. This link appears if the Category value is set to Cost estimate and the user has the it_project_manager or it_demand_manager role. Click the link to open the cost plan form and fill in the details. For more information, see create a cost plan.
Add Resource Plan to Demand Create a resource plan to find the availability of resources and add the resource plan to the demand. This link appears if the Categoryvalue is set to Effort estimate and the user has the it_resource_user role. Click the link to navigate to the Resource Plans page and request resources. For more information, see create a resource plan.
Add Benefit Plan to Demand Create a benefit plan to capture the potential benefits accrued by the demand when the demand is executed. This link appears if the Category value is set to Benefit estimate and the user has it_project_manager or it_demand_manager role. Click the link to open the benefit plan form and fill in the details. For more information, see create a new benefit plan.
Add Risk to Demand Add risks that can potentially impact the success or outcome of the execution of the demand. This link appears if the Category value is set to Risk estimate and the user has it_project_manager or it_demand_manager role. Click the link to open the risk form and fill in the details. For more information see, add a risk.
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