Reset a demand to draft state
task australia Updated Sep 10, 2026 1 min read reset-a-demand-to-draft-state-ppw.md
Reset a demand to the Draft state when it has been moved past that state unintentionally or when changes to it are required. A demand can be reset to Draft until an entity is created from it or it has reached the Qualified state.
Before you begin
Role required: it_demand_manager
About this task
Once a demand is set back to the Draft state:
- All score values in the Assessment Results tab are reset to default values.
- All active assessments for the demand are canceled. The system triggers new assessments when the demand moves to the Screening state and if the Assessment Required field on the demand form is set to true. If smart assessments is enabled for the demand and it already has classic (non-smart) assessments on it, the reset is treated as a fresh assessment flow. Any open classic assessments are canceled, and a new smart assessment is triggered when the demand next reaches Screening. For more information, see Assess demands with smart assessments.
- All resource assignments are removed. Only the resource plans that don't have any reported active hours are available for allocation.
Procedure
-
Navigate to Workspaces > Portfolio Planning Workspace.
-
Select the Demands icon [Omitted image "demands-icon.png"].
-
Open a demand from the List page.
-
Select Details from the navigation menu.
-
Select Reset to Draft.
A confirmation message appears if the demand has any of the following.
- Active assessments pending with stakeholders.
- Resource assignments created for the demand.
-
Select the check box to replan the allocated resource plans that have no actual hours reported.
-
Select OK.
52 lines · 2.6 KB
---
title: Reset a demand to draft state
description: Reset a demand to the Draft state when it has been moved past that state unintentionally or when changes to it are required. A demand can be reset to Draft until an entity is created from it or it has reached the Qualified state.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/reset-a-demand-to-draft-state-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage demands, Use, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---
# Reset a demand to draft state
Reset a demand to the Draft state when it has been moved past that state unintentionally or when changes to it are required. A demand can be reset to Draft until an entity is created from it or it has reached the Qualified state.
## Before you begin
Role required: it\_demand\_manager
## About this task
Once a demand is set back to the Draft state:
- All score values in the **Assessment Results** tab are reset to default values.
- All active assessments for the demand are canceled. The system triggers new assessments when the demand moves to the Screening state and if the **Assessment Required** field on the demand form is set to true. If smart assessments is enabled for the demand and it already has classic \(non-smart\) assessments on it, the reset is treated as a fresh assessment flow. Any open classic assessments are canceled, and a new smart assessment is triggered when the demand next reaches Screening. For more information, see [Assess demands with smart assessments](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/smart-assessments-overview-ppw.md).
- All resource assignments are removed. Only the resource plans that don't have any reported active hours are available for allocation.
## Procedure
1. Navigate to **Workspaces** > **Portfolio Planning Workspace**.
2. Select the Demands icon \[Omitted image "demands-icon.png"\].
3. Open a demand from the **List** page.
4. Select **Details** from the navigation menu.
5. Select **Reset to Draft**.
A confirmation message appears if the demand has any of the following.
- Active assessments pending with stakeholders.
- Resource assignments created for the demand.
6. Select the check box to replan the allocated resource plans that have no actual hours reported.
7. Select **OK**.
| title | Reset a demand to draft state |
| description | Reset a demand to the Draft state when it has been moved past that state unintentionally or when changes to it are required. A demand can be reset to Draft until an entity is created from it or it has reached the Qualified state. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/reset-a-demand-to-draft-state-ppw.html |
| release | australia |
| product | Portfolio Planning |
| classification | portfolio-planning |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Manage demandsUseNext Experience for Demand Management in Portfolio PlanningPortfolio PlanningStrategic Portfolio Management |