Demand planning item form

reference australia Updated Sep 10, 2026 3 min read demand-form-portfolio-planning.md
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Learn about the fields of the demand form. Use this form to create or edit the details of a planning item of the type Demand in Portfolio Planning.

These fields are displayed on the full details page of the planning item.

Field

Description

Name

Brief description of the planning item.

Description

Detailed information of the planning item.You can refine demand description using the Write planning item skill, if the ServiceNow Otto for SPM application is installed.

State

Current working state of the planning item.

Owner

User assigned to this planning item.

Planning state

State of the planning item in the Strategic Planning Backlog.

Category

Category of this planning item. Choose from Strategic or Operational.

Execution URL

Link to the demand's execution record in Next Experience for Demand Management.

MoSCoW

Priority of this planning item based on its importance. The available options are:- 1 - Must have

  • 2 - Should have
  • 3 - Could have
  • 4 - Won’t have

Portfolio

Portfolio that this planning item is associated to.

Program

Program that this planning item is associated to.

Product

Product that this planning item is associated to.

Strategic program

Strategic program that this planning item is associated to.

Primary goal

Goal that is associated with this planning item as the primary goal.

Product enhancement

Product enhancement that this planning item is associated to.

Primary target

Target that is associated with this planning item as the primary target.

Work notes

Notes to capture the updates and discussions on the planning item as the work progresses.

Strategic priority

Strategic priority that this planning item is associated to.

|Field|Description| |-----|-----------| |Approved start date|Approved start date for this planning item.| |Approved end date|Approved end date for this planning item.| |Planned start date|Date on which the work for this planning item is planned to start. This value is copied from the **Approved start date** field.| |Planned end date|Date on which the work for this planning item is planned to be complete. This value is copied from the **Approved end date** field.|
Field Description
Investment class Choose from Run and Change
Investment type Type of investment this planning item comes under. For example, if completing work on this item improves the user experience for your product, select End User Experience.
Priority Priority of this planning item.
Business application Business application that this planning item is related to.
Other impacted business applications Business applications that this planning item has an impact on.
Business capabilities Business capabilities of this planning item.
Field Description
Business case Business case to invest in this planning item.
Risk of performing Risks to the business if work on this planning item is completed.
Risk of not performing Risks to the business if work on this planning item isn’t completed.
Enablers Enablers for this demand.
Barriers Blockers, if any, for this planning item.
In scope Defined criteria for this planning item.
Out of scope Clearly defined criteria that is not necessary for this planning item.
Assumptions Assumptions, if any, to work on this planning item.
Field Description
Planned cost Planned cost to take up this planning item.
Planned capEx Planned capital expenditure for this planning item.
Planned opEx Planned operational expenditure for this planning item.
Planned ROI Planned return of investment for this planning item.
Financial return Financial return on this planning item.
Planned benefit Planned benefit from this planning item.
Field Description
Impact Impact that this planning item has on the business.
Risk Numerical value for the risk associated with this planning item.
Value Numerical value for the value obtained with this planning item.
Score Score of the planning item.

Parent Topic:Form field information for Portfolio Planning

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