Serena Demand Manager → Demand Center for Administrators → Configuring Serena Demand Manager

Configuring Serena Demand Manager

The following sections provide guidance on preparing your system for Demand Manager. These steps assume that you are familiar with basic administrative steps, such as modifying process apps in SBM Composer and deploying them, as well as performing tasks in SBM Application Administrator. The information also assumes that you have administrative privileges required to perform these tasks.

Configuration steps include:

  1. Determine which applications will be used for demand views. (These are referred to as "demand item applications" in this document.)
  2. Follow these steps to prepare each of your demand item applications:
    1. Recommended Demand Item Process Setup
    2. Add the Demand Widget to Custom State Forms
    3. Add the Pause Status Field
    4. Configure Demand Item "Split" Capabilities
    5. Preparing Listing Reports for Demand Views
    Note: The Change Management application included with Serena Service Manager is configured as a demand item application. If you have purchased Serena Service Manager, you can use this application with Demand Manager. For details, refer to Change Management Integration.
  3. Assign users to roles in the Demand Plan process app. For details, refer to Assigning Users to Demand Plan Roles.
  4. Create resources, resource teams, job functions, and skills. For details, refer to Resources.
  5. Verify that Demand Center users and administrators have appropriate privileges. For details, refer to Demand Center Users and Assigning Users to Demand Plan Roles.
  6. Subscribe users to notifications in the Demand Plan application. For details, refer to Subscribing Users to Notifications.
  7. Follow these steps to configure Demand Center:
    1. Create Demand Categories
    2. Create Plan Portfolios
    3. Sharing the Default Backlog Plan with Users
    4. Define a Scoring Matrix
    5. Customize the Demand Center Shell
  8. Optionally, refer to Preparing the Demand Plan Process App and perform common customizations as needed.
  9. Optionally, add Demand Plan reports to Serena Request Center. For details, refer to Configuring the Approvals Tab.

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