Name |
Name of the demand. |
Category |
Category of the demand: |
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 2.0
plugin. The selections in the
Category and
Type field also determine the
fields that are displayed in the Assessment
Data related list. The
Category and
Type fields become read-only
when a work entity is created from a demand. If you
delete the created work entity, these fields become
editable. |
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. |
Due Date |
Requested completion date for the demand. |
Details |
Portfolio |
Portfolio indicating the business focus of the
demand. |
Program |
Name of the program to which the demand belongs. |
Investment Class |
Type of investment class category assigned to the
demand:
- Run: Investment made to
sustain the existing business.
- Change: Investment made to
implement a change in business.
|
Investment Type |
Investment type of the demand. |
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.
Note: If you do not select a department, the value
defaults as the name of the department to which the
submitter belongs.
|
Project Manager |
Project manager that would be assigned to the project
created from this demand. When a project is created, this
field becomes read-only. This field appears if the
Category field is set to
Strategic and the Type field is set
to Project. If you delete the project created from this
demand, this field becomes editable. |
Business Unit |
Business unit to which the demand submitter
belongs. |
Impacted Business Units |
Business unit which is impacted due to the submitted
demand. |
Idea |
Unique identification 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. You can select
any business application in your enterprise,
irrespective of it being related or not related to the
capability that you have selected in the
Business Capabilities
field. |
Business
Case |
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
fulfill multiple goals. If a strategy is not selected,
then all goals are displayed in the 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 |
Rate Model |
Rate model assigned to the demand. The rate model is used to derive hourly rates for
the associated resource plans and time cards. Note: If the
rate model assigned to the demand is changed or removed,
the cost fields on the associated resource plans are not
recalculated. |
Capital expense |
Capital expenditure (Capex) for the demand. |
Operating expense |
Operational expenditure (Opex) for the demand. |
Total planned costs |
Result is calculated based on values in the
Capital expense and
Operating 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. The
value in this field is updated when a cost plan, benefit
plan, or resource plan is created or updated for the
demand in Qualified or Approved state. |
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. |
Operating 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. |
Demand Actual Cost |
Total cost incurred while working on a demand and demand
tasks. Demand actual cost comes after the assignee of the
demand task creates and submits a time card. When the time
card is approved, the resource rate derived from the rate
card, labour rate, or system properties is used to populate
this field.Note:
If you are upgrading to New York, this field remains
blank for existing demands. To populate this field,
run the Update Demand Actual Cost and Actual Effort
schedule job.
|
Demand Actual Effort |
Time accrued or spent by a resource while working on a
demand or demand task as derived from the submitted and
approved time cards. This field is not available on the
Demand form by default. Configure the form to add this field
if required.Note:
If you are upgrading to New York, this field remains
blank for existing demands. To populate this field,
run the Update Demand Actual Cost and Actual Effort
schedule job.
|
Assessment
Data |
Impact |
Level of business impact created by the demand. |
Risk |
Risk value calculated from the demand assessment. |
Value |
Business value of the demand calculated from the
Impact and Financial
return fields. |
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. |
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 are derived
from the assessment metric category results. For more
information, see Assessment metric categories and their
results.
- When the risk and
size are high, the score of
the demand is low.
- When the value is high,
the score of the demand is high.
|
Assessment Required |
Check box for enabling the assessments for the
demand. By default the field is selected. When clear,
the assessment questionnaire is not triggered for the
demand. Only a demand manager can update the field
when the demand is in Draft or Submitted
state. Note: When this field is clear, and you reset
the demand to draft, the value for Assessment
Required is retained as
clear. |
Note: The values in Value and
Score fields are updated when
a cost plan, benefit plan, or resource plan is created
or updated for the demand in Qualified or Approved
state. The values in the fields are updated only until
an artifact such as project, enhancement, defect, or
change is created from the demand.
|
Notes |
Watch list |
List of groups and users who are subscribed to the demand
and who can view the 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. |
Preferences |
Project Currency |
Currency that is used to run the project once the project
is created from this demand. You can select any active
currency from the list of values that are listed in the
Currency [fx_currency] table. |
Close Demand |
Specify when to close a demand automatically when it is
converted into a project.
- None: Select this option
if you want the demand to remain in Open state
after it's converted to a project.
- On creation of project:
Closes the demand when a demand is converted to a
project.
- On closure of project:
Closes the demand when the project created from
the demand is closed.
Note: The On creation of
project and On closure of
project options appear on when the
value for the Type field is
set as Project. If the
Type field is set as
Enhancement, then
None appears as the default
option.
|