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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a demand

Create demands to capture the strategic and operational requirements and centralize information for stakeholder assessment and prioritization.

Before you begin

Role required: it_demand_manager, it_demand_user

About this task

[Omitted video] Description: This video shows how to create a demand in the Strategic Planning Workspace.

Procedure

  1. Navigate to Workspaces > Strategic Planning Workspace.

  2. Select the Demands icon

Image omitted: demands-icon.png
No alternative text supplied

.

  1. Select New.

  2. On the Demand form, fill in the fields.

FieldDescription
NameName of the demand.
CategoryCategory of the demand.The available values are: - Strategic: For demands for plans, such as projects or stories. - Operational: For demands for operational work, such as changes or defects.
TypeThe Category field selection determines the selections available in the Type field.- The following demand types are available if the demand category is Strategic: - Enhancement - Project - Epic - Story - EAP Epic - EAP Feature - EAP Capability - No Conversion - The following demand types are available if the category is Operational: - Change - Defect - No Conversion For more information, see Demand form.
Start dateThe preliminary or estimated date when the work is initially planned to begin.Note: The Start date column label is changed to Planned start date. This change is applicable only for new customers who begin using the Australia version. To facilitate continuity, you continue to see the prior labels.
Due dateThe preliminary or estimated date when the planned work is expected to be completed.Note: The Due date column label is changed to Planned end date. This change is applicable only for new customers who begin using the Australia version. To facilitate continuity, you continue to see the prior labels.
DescriptionDescription of the demand.
  1. Select Create.

    The demand opens in the Playbook page.

Image omitted: demand-playbook.png
Demand opens in the Playbook page with the first stage and activity expanded.

What to do next

Review and refine the demand details and progress the demand. See Update demand details.