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Use › Next Experience for Demand Management in Strategic Planning › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Export demands

Export demand records from the Next Experience for Demand Management to share data with stakeholders or perform further analysis outside the platform.

Before you begin

Role required: it_demand_manager

Procedure

  1. Navigate to Workspaces > Strategic Planning Workspace > Demands.

  2. Select the demands that you want to export.

    You can export all demands on the record page by selecting the check box in the column header.

  3. Select Export.

  4. Select the File Type as Excel, CSV, JSON, or PDF.

    The export file is created in the selected format.

  5. Select the Delivery Type as Download or Email.

Image omitted: demand-export.png
Fill in the export form to export the demands.

  1. Provide your preferred email address if you selected Email as the delivery type.

  2. Select Export.

    The export file is downloaded on your system or mailed to your provided email addressed.