Changing demand statuses
When a new demand is created, by default, its status is set to Draft. The demand contributor creator of the demand can modify the status in 'Draft'. The demand Manager of the demand, the Portfolio/Program Manager of the portfolio/program and the Portfolio Master, can move the demand to different statuses throughout its lifecycle.
To change a demand status
- Log in to the Portfolio Management application.
- Navigate to Workspace > Demands.
- To open a demand on the Demands workspace, click the required demand ID.
- On the demand details page, click Edit.
Select the required value in the Status field. The following table lists the required status change based on actions you can perform on a demand:
From status
Action
Change to status
Draft
The demand contributor creator of the demand has fulfilled all fields with the desired information and wants the assigned demand manager to start looking into it.
Requested
Demand contributor decides not to register the demand.
Cancelled
Requested
The demand manager assigned to the demand starts the analysis of the risk associated, resources required, stakeholders' approval, financial costs and total budget.
Investigation
The demand manager blocks the demand temporarily.
Pending
The assigned demand manager cancels the demand because -
- Circumstances Changed
- Business Justification
- Financial Hold
- Customer Hold
Cancelled
Investigation
The assigned demand manager considers the demand has been evaluated based on Cost, Benefits, and the long-term goal for the product.
Stakeholders are added to the approval process.
Assessed
The demand manager blocks the demand temporarily.
Pending
The assigned demand manager cancels the demand because -
- Circumstances Changed
- Business Justification
- Financial Hold
- Customer Hold
Cancelled
- Click Save.