Serena Demand Manager → About Serena Demand Manager → About the Demand Plan Process App
The Demand Plan process app enables SBM users to submit plan proposals, which follow a life cycle from concept approval to plan completion. Plans can be submitted from the Demand Plan tab in the SBM User Workspace, from Serena Request Center, or from Serena Demand Center.
The Demand Plan process app is required for using Serena Demand Center.
The Demand Plan process is organized into three phases:
Primary Work Area: SBM User Workspace
When a plan proposal is submitted, one or more owners are specified for the plan, along with a start date and plan duration.
The plan proposal is then assigned to a plan analyst, who is responsible for determining the viability of the plan from a business and financial perspective. The plan analyst can submit the proposal for approval, reject it, or defer it.
If the proposed plan is deemed viable, the plan analyst sends it to one or more concept approvers. At this point, the plan owner, budget, and plan portfolio are set. If approved, the proposal moves into the planning phase.
Primary Work Area: Serena Demand Center
Once a plan is approved, it becomes available in Serena Demand Center. The plan owner can then analyze individual demand items, add them to the plan, or reject them. Demand analysts can share the tasks of scoring items on business criteria unique to your organization and estimating tasks to determine the work effort and cost. The plan owner is responsible for adding demand items to plans, however.
Once demand items are added to plans, they can be allocated to resource teams. If your demand item application is configured correctly, large demand items can be split into one or more smaller items.
After planning is completed on demand items in a plan, the plan can be submitted to reviewers for approvals or directly to the "in-flight," or execution, phase.
Once a plan is in flight, it moves to the monitoring phase.
Primary Work Area: SBM User Workspace or Serena Demand Center
During this phase, demand items remain "unpaused" and periodic reviews of the plan occur based on the review frequency set for the plan in the SBM User Workspace. The plan owner remains responsible for the plan at this point, and can update the plan item with work notes and review status as needed.
When the project is completed, the plan is sent to a final review, and the demand plan is closed as completed.
Pausing prevents demand items from being worked on before they are approved as part of a plan. Paused demand items cannot be transitioned or closed by users or by automated processes, such as Web services or SBM AppScripts, but they can be updated so that pertinent information can be captured.
Demand items are automatically "paused" by Serena Demand Manager when they are:
Once demand items are "unpaused," work can begin. Users can view planning status in each demand item if the Demand Widget has been added to custom state forms in your demand item applications.
Copyright © 2007–2012 Serena Software, Inc. All rights reserved.