Create an entity from a demand
task brazil Updated Sep 10, 2026 5 min read create-an-entity-from-a-demand-ppw.md
Create an entity, such as a work item, from a demand so that you can track work on the demand.
Before you begin
A demand must have been created. For more information, see Create a demand.
The category and type of a demand and the applications you have installed determine the entity you can create from it. The following table lists the available entity types and the applications you must have installed to create them.
| Entity | Required application |
|---|---|
| Enhancement, change, or defect | Project Portfolio Suite |
| Agile Development entities (story or epic) | Agile Development 2.0 |
| Enterprise Agile Planning (EAP) entities (epic, feature, or capability) | Strategic Planning |
Role required: it_demand_manager
Note: The sn_apw_advanced.eap_user role is required to convert a demand to EAP entities.
About this task
To create an entity, you can also use the Confirm details and convert to selected entity Playbook activity. For more information, see Use playbook for a demand.
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.
-
Verify that the values in the Category and Type fields are appropriate for the entity you want to create.
The options in the Type list change according to the category that you select. For more information, see Demand details form.
Note: The Category and Type fields are set to read only when an entity is created from a demand. If you delete the created entity, these fields are set to editable again.
-
Select Save.
-
Select the More Actions option.
-
Select the appropriate option to create an entity.
The work item can be created at any demand state, including Draft. This conversion is not restricted to support different governance processes.
[Omitted image "demand-create-entity.png"] Alt text: Create Project selected in the More Actions menu.
Options vary depending on the category and type of the demand.
Option Description Create Project This option appears if the Category field is set to Strategic and the Type field is set to Project. Creates a project that is associated with this demand. The number of the project record is displayed in the Project field. For more information, see Data migrated from a demand to a created project. Create Enhancement This option appears if the Category field is set to Strategic and the Type field is set to Enhancement. Creates an enhancement associated with this demand. Use enhancements to request improvements or new capabilities for existing features or services, for example, a request to add new UI elements. The number of the enhancement record is displayed in the Enhancement field. Create Epic This option appears if the Category field is set to Strategic and the Type field is set to Epic. Creates an Agile Development 2.0 epic that is associated with this demand. A Demand reference field is created in the Agile Development 2.0 Epic form. Create Story This option appears if the Category field is set to Strategic and the Type field is set to Story. Creates an Agile Development 2.0 story that is associated with this demand. A Demand reference field is created in the Agile Development 2.0 Story form. Create EAP Epic This option appears if the Category field is set to Strategic and the Type field is set to EAP Epic. Creates an Enterprise Agile Planning (EAP) epic that is associated with this demand. A Converted from reference field is created in the EAP epic form. Create EAP Feature This option appears if the Category field is set to Strategic and the Type field is set to EAP Feature. Creates an EAP feature that is associated with this demand. A Converted from reference field is created in the EAP feature form. Create EAP Capability This option appears if the Category field is set to Strategic and the Type field is set to EAP Capability. Creates an EAP capability that is associated with this demand. A Converted from reference field is created in the EAP capability form. Create Change This option appears if the Category field is set to Operational and the Type field is set to Change. Creates a change that is associated with this demand. The number of the change record is displayed in the Change field. Create Defect This option appears if the Category field is set to Operational and the Type field is set to Defect. Creates a defect that is associated with this demand. The number of the defect record is displayed in the Defect field. Note: For EAP entities, select the team that you want the EAP entity to be assigned to, in the Team field in the EAP Details section in the demand form. This field is set to read-only once the entity is created.
Result
After the entity is created from the demand and associated with it, the demand type and category can't be changed. This restriction applies because work items are already linked to the demand once the artifact is created.
86 lines · 6.9 KB
---
title: Create an entity from a demand
description: Create an entity, such as a work item, from a demand so that you can track work on the demand.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/create-an-entity-from-a-demand-ppw.html
release: brazil
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 5
breadcrumb: [Manage demands, Use, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---
# Create an entity from a demand
Create an entity, such as a work item, from a demand so that you can track work on the demand.
## Before you begin
A demand must have been created. For more information, see [Create a demand](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-planning/create-a-demand-ppw.md).
The category and type of a demand and the applications you have installed determine the entity you can create from it. The following table lists the available entity types and the applications you must have installed to create them.
|Entity|Required application|
|------|--------------------|
|Enhancement, change, or defect|[Project Portfolio Suite](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/ppm-collaboration/c_ProjectPortfolioSuite.md)|
|Agile Development entities \(story or epic\)|[Agile Development 2.0](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/agile-development/agile-landing-page.md)|
|Enterprise Agile Planning \(EAP\) entities \(epic, feature, or capability\)|[Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/strategic-planning/alignment-planner-workspace-landing-page.md)|
Role required: it\_demand\_manager
**Note:** The sn\_apw\_advanced.eap\_user role is required to convert a demand to EAP entities.
## About this task
To create an entity, you can also use the **Confirm details and convert to selected entity** Playbook activity. For more information, see [Use playbook for a demand](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-planning/use-playbooks-in-ppw.md).
## 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. Verify that the values in the **Category** and **Type** fields are appropriate for the entity you want to create.
The options in the Type list change according to the category that you select. For more information, see [Demand details form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-planning/demand-form-ppw.md).
**Note:** The **Category** and **Type** fields are set to read only when an entity is created from a demand. If you delete the created entity, these fields are set to editable again.
6. Select **Save**.
7. Select the More Actions option.
8. Select the appropriate option to create an entity.
The work item can be created at any demand state, including Draft. This conversion is not restricted to support different governance processes.
\[Omitted image "demand-create-entity.png"\] Alt text: Create Project selected in the More Actions menu.
Options vary depending on the category and type of the demand.
|Option|Description|
|------|-----------|
|**Create Project**|This option appears if the **Category** field is set to **Strategic** and the **Type** field is set to **Project**. Creates a project that is associated with this demand. The number of the project record is displayed in the **Project** field. For more information, see [Data migrated from a demand to a created project](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/portfolio-planning/data-migrated-from-demand-project-dw.md).|
|**Create Enhancement**|This option appears if the **Category** field is set to **Strategic** and the **Type** field is set to **Enhancement**. Creates an enhancement associated with this demand. Use enhancements to request improvements or new capabilities for existing features or services, for example, a request to add new UI elements. The number of the enhancement record is displayed in the **Enhancement** field.|
|**Create Epic**|This option appears if the **Category** field is set to **Strategic** and the **Type** field is set to **Epic**. Creates an Agile Development 2.0 epic that is associated with this demand. A **Demand** reference field is created in the Agile Development 2.0 Epic form.|
|**Create Story**|This option appears if the **Category** field is set to **Strategic** and the **Type** field is set to **Story**. Creates an Agile Development 2.0 story that is associated with this demand. A **Demand** reference field is created in the Agile Development 2.0 Story form.|
|**Create EAP Epic**|This option appears if the **Category** field is set to **Strategic** and the **Type** field is set to **EAP Epic**. Creates an Enterprise Agile Planning \(EAP\) epic that is associated with this demand. A **Converted from** reference field is created in the EAP epic form.|
|**Create EAP Feature**|This option appears if the **Category** field is set to **Strategic** and the **Type** field is set to **EAP Feature**. Creates an EAP feature that is associated with this demand. A **Converted from** reference field is created in the EAP feature form.|
|**Create EAP Capability**|This option appears if the **Category** field is set to **Strategic** and the **Type** field is set to **EAP Capability**. Creates an EAP capability that is associated with this demand. A **Converted from** reference field is created in the EAP capability form.|
|**Create Change**|This option appears if the **Category** field is set to **Operational** and the **Type** field is set to **Change**. Creates a change that is associated with this demand. The number of the change record is displayed in the **Change** field.|
|**Create Defect**|This option appears if the **Category** field is set to **Operational** and the **Type** field is set to **Defect**. Creates a defect that is associated with this demand. The number of the defect record is displayed in the **Defect** field.|
**Note:** For EAP entities, select the team that you want the EAP entity to be assigned to, in the **Team** field in the **EAP Details** section in the demand form. This field is set to read-only once the entity is created.
## Result
After the entity is created from the demand and associated with it, the demand type and category can't be changed. This restriction applies because work items are already linked to the demand once the artifact is created.
| title | Create an entity from a demand |
| description | Create an entity, such as a work item, from a demand so that you can track work on the demand. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/portfolio-planning/create-an-entity-from-a-demand-ppw.html |
| release | brazil |
| product | Portfolio Planning |
| classification | portfolio-planning |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 5 |
| breadcrumb | Manage demandsUseNext Experience for Demand Management in Portfolio PlanningPortfolio PlanningStrategic Portfolio Management |