Demand Managers can access and review Ideas in the Demand
Management Dashboard.
Note:This functionality is only available after you apply
the
mApp Solution.
To review a PPM Demand:
- Open the PPM Demand that is in the Idea status and select the
Review Idea link under
Actions.
- Enter the Requested Start Date and Requested Completion Date (both
are required fields), as well as any missing information in the
Proposed Initiative section.
- Enter applicable information in the Assessment section:
- Select a T-shirt Size and Area from the drop-down lists.
- Enter the Estimated Total Cost and Estimated Revenue.
These are very high-level estimates of costs and revenue
associated with the Demand.
- (Optional) Choose a Portfolio and Program from the drop-down
lists (this may not be required, depending on the Portfolio and Program
relationships you have set up).
- Choose a Type from the drop-down list.
Note: If you choose
Strategic Objective from the
Type drop-down list, you will need to
choose the specific Strategic Objective.
- If necessary, select the
Need More Information link under
Actions to send an email to the requester.
This action will revert the Demand back to the Idea phase.
- When the
Assessment section is completed, the
Accept Idea link under
Actions becomes active. Accepting the Idea
will move the Demand into the Evaluate phase.
- You may also choose to reject the Idea by selecting the
Reject Idea link under
Actions.
If you decide a PPM Demand can be addressed as a Service Request,
you can select the
Convert to Service Request link under
Actions. A dialog box asking for confirmation to
open a Service Request and close the Demand will appear. The Demand will be
closed and you will be taken to the Incident to populate additional fields.
This becomes a Service Request based on the category/subcategory selected. The
information from the Demand is populated into the newly-created Service
Request.