Creating Demands

Creating Demands

To add a new demand, click on "Demand Management"



Click "Demands"




Here you can manage the demands:



Click "Add Demand" on the top right corner of the screen:



The name of the demand and the confidentiality level are the first information requested. Public will be visible to all user inside the company, " Restricted"  is restricted to management:



Click "Save & Next". Now, select the team that will be part of the project:



The user that created the demand will be the added automatically and will be given the "Demand Leader" role. Click "Add Team Members" to add the other members of the team. Select them from the dropdown list and click submit:




The other members are added to the list. Click "Next":



Enter the Rationale for the project, the Expected Impact / ROI, the Estimated Budget and the currency. Click "Save & Next":

 

Here we have the other questions. Click "Save & Next" 



The " Associated Documents" tab is where you can add any important document for the project's demand. Select if you want to upload a document or add a link for a document shared in the cloud. You can only have one. You cannot upload a document and add a link. To upload a document, click "Upload":



Select the document you want, and add to the tab:



After you click "Save & Next", If later you decide that you want a link instead of a document, you will receive an warning:



You will receive the same warning if you have a link and want to upload a document after:



Click "Save and Next". Now you can enter the taxonomy for your demand:



Here you can add the industry(ies), capability(ies), Region(s), Country(ies), the Business Unit(ies), the project tier and the strategic lever related to the demand. 
Then you can save as a draft for later submission or you can send the request immediately. 

When sent, the demand will follow the company's approval workflow. To learn more about Approval Workflows, click here. 


You can know more about "Demands" by choosing from the links below:
  1. View all demands
  2. Edit a demand
  3. Delete a demand
  4. Validate demands

This article is part of The Project Lifecycle.

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