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Use › Next Experience for Demand Management in Strategic Planning › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Reset a demand to draft state

Move a demand back to the Draft state, if necessary.

Before you begin

Role required: it_demand_manager

About this task

A demand can be reset to Draft from the Completed, Approved, Screening, or Submitted states, or until an entity such as a project is created from it. The Reset to Draft option is unavailable if the demand is in the Qualified state.

Procedure

  1. Open a demand from the home page of Next Experience for Demand Management.

    For more information, see Access demands.

  2. Select Details from the L-2 (level 2) navigation menu.

  3. Select Reset to Draft.

Image omitted: demands-reset-to-draft.png
Use the Reset to Draft button to reset a demand to the Draft state.
A confirmation message appears, if there are:

-   Active assessments pending with stakeholders, or
-   Resource assignments are created for the demand

  1. Select the check box to replan the allocated resource plans that have no actual hours reported.

  2. Select OK.

Result

  • The demand is moved to the Draft state.
  • All the score values in Assessment Data tab are reset to default.
  • All active assessments for the demand are canceled. New assessments are triggered when the demand moves to the Screening state and if the Assessment Required field on the demand form is set to true.