Follow

Demand

This article covers:

What is demand

Demand management is the process that an organisation puts in place to internally collect new ideas, projects and needs during the creation of a portfolio. This process would typically include prioritising requests based on complexity, risk, impact and others with the ultimate goal of ensuring that they are aligned with the organisations strategic objectives.

How to access demand

The demand entity can be accessed by selecting Demand on the Main Menu. If you do not see the Demand entity, make sure that the entity has been enabled on your instance and that your user group has been granted access to the entity.  If not, feel free to log a support ticket.

Demand view page

Below are the fields that have been configured on the demand entity.

mceclip0.png

Auto creating a project from a demand

Automation has been put in place by means of a web service that allows a user to auto-create a Project in PPO based on a Demand record being set to the Approved status.

Once a Demand item is set to Approved, the record can't be updated and is protected by a validation rule.

Important:  If configuration changes are made to the Demand & Project entity, we must re-visit the mapping of the fields on the web service that creates the Project.  To make changes to the web service please log a support ticket for assistance.

mceclip1.png

Reporting

The following 3 reports are available:

Demand Report

The Demand Report shows the current demand information. This report is available in report view, datasheet view, and PDF view.

mceclip1.png

Individual Demand Report

The Individual Demand Report is available via a link on the Demand View page.  The report shows all the fields on the Demand entity and allows you to download a PDF view.

mceclip2.png

Demand Detail Report

The report includes all the fields on the Demand entity for all demand records. This report is only available in datasheet view.

mceclip0.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Article is closed for comments.
Start a 30 Day Free TrialClick ClickNo Credit Card and No Obligation
Powered by Zendesk