Use Playbook in Next Experience for Demand Management
Use the default playbook or configure a custom one to capture required information for a demand and support governance processes.
Before you begin
Role required: it_demand_user or it_demand_manager.
About this task
A playbook defines the standard stages of a demand (for example, Initiation, Planning, Execution, Monitoring, and Closure) and includes activities or action items to complete at each stage.
Note: This task describes how to use a playbook to manage demand information in a guided, stage-based workflow. To find out how to update demand information on the Details page of the demand record, see Update demand details.
Procedure
Navigate to Workspaces > Portfolio Planning Workspace.
Select the Demands icon
No alternative text supplied
.
Open a demand record.
Select the Playbook tab.
Select a stage to view its activities.
Each activity displays its status (In Progress, Pending, or Complete) and the fields or lists to update.
Address the activities within each stage.
- To mark the activity as done and move to the next activity, select Mark Complete.
- To save your progress without completing the activity, select Save.
- To bypass the activity and move to the next one, select Skip.
- To revisit or edit completed or skipped activities. you have to select Restart. These states set the activity to read-only. Note:
Some stages advance the state when all activities in the stage are complete and don't require manual action.
Related topics