Entering Stakeholders
This topic guides you on how to enter stakeholders related to the demand.
These operations can be performed by the Demand Contributor creator of the demand (if demand status is 'Draft' or 'Requested'), Demand Manager of the demand, Portfolio Manager of the portfolio and Portfolio Masters.
Once demand is 'Assessed' status, it is not allowed to enter new stakeholders.
To relate a new stakeholder to the demand
- Log in to the Agility Suite application
- Navigate to Workspaces > Demands.
- To open a Demand on the Demands workspace, click the required demand ID.
- Go to the Stakeholder tab and click the Add Stakeholder button.
On the create stakeholder page, enter the values for the following fields:
Field Labels
Description
Stakeholder
Name of stakeholder: you can enter your name, email or login ID.
Mail Role
Board, Budget Owner, C-Level, Contractor, Informal, LOB Manager.
Approval Required
Yes/No.
Additional Roles
Board, Budget Owner, C-Level, Contractor, Informal, LOB Manager.
- Click Save.
Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*