Configuring Next Experience for Demand Management

concept australia Updated Sep 29, 2026 2 min read setting-up-demand-workspace.md
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Next Experience for Demand Management settings control how demands are evaluated and promoted to projects, enhancements, changes, defects, or Enterprise Agile Planning (EAP) entities.

Configuration overview

Define the following items for Next Experience for Demand Management.

  • Set up Strategic Planning integration with Next Experience for Demand Management. See Configuring Strategic Planning with PPM, Agile 2.0, and SAFe.
  • Define who can access and work in the Next Experience for Demand Management. Includes identifying workspace administrators, demand managers, approvers, and reviewers who participate in the demand process. See Assign a role to a user.
  • Identify individuals or groups who review or need visibility into demand items. Stakeholders provide domain insight during evaluation. See Populate the stakeholder registry for demands.
  • Specify the fields and attributes needed to capture demand data including form layouts, required fields, and custom data elements. See Information model.
  • Define demand experiences to control the form view, modules, and dynamic attributes for different governance processes, such as Marketing or IT. See Demand experiences.
  • Enable smart assessments to automatically create, score, and qualify demand assessments instead of manually creating and reviewing them. See Enable smart assessments.
  • Enable the Resources tab so that demand managers can plan resources on a demand before it becomes a project. See Manage resources for demands.
  • Define the metrics used to evaluate and compare demand items. Common criteria include business value, complexity, cost estimates, and alignment to strategy.
  • Define demand playbooks that align with your organization's processes. See Playbooks in Next Experience for Demand Management.
  • Determine what resource‑related information must be associated with demand items, such as estimated effort or team availability.
  • Define and configure the financials for a demand. See Configure financials for demands.
  • Set the life-cycle stages for a demand item, from creation to review, approval, or conversion through Playbooks.
  • Identify related workspaces or applications that are required with Next Experience for Demand Management such as Project Workspace or Resource Management Workspace to support consistent data across applications.
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