How to raise and submit demand requests to supply teams

A demand team can request resources from a supply team by an amount of full-time equivalent (FTE).

When demand requests are entered by demand leads they remain in the saved status until they are submitted. Saved requests are only visible to demand teams. Requests remain in a saved state so that they can be reviewed at a holistic level by demand teams.

Once ready, you can transition requests from saved to submitted. This is a batch process that will submit all saved requests for the parent demand team and all child teams of the parent. Once submitted the requests are visible to the supply teams who can then review and provide approvals.

Step by step guide on how to raise a demand request

Terminology marked in red are generic terminology for certain topics which your organisation may have an alternative name for. For specific business context on how this applies to your enterprise, please reach out to your TeamForm consultant.  

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How to submit demand requests

 

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Additional instructions on how to use additional features in Planner as part of raising demand requests

The requests are now submitted. The supply teams can see the requests from the demand teams. They can approve, amend and respond to the demand teams.

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