---
title: Summarize demands with the demand summarization skill
description: Summarize demand records using the demand summarization skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/summarize-demands-in-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
keywords: [AI skill, ServiceNow Otto, Gen AI, Generative AI, SPM, Strategic Portfolio Management, Demand summarization]
breadcrumb: [Use, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---

# Summarize demands with the demand summarization skill

Summarize demand records using the demand summarization skill. The skill reviews the demand fields and related lists and helps create a clear summary of the demand.

## Before you begin

**Important:** This generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see [AI agents, skills, and agentic workflows on by default](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/now-assist-skills-on-by-default.md).

Role required: it\_demand\_user, it\_demand\_manager, sn\_ppm\_read

If you have custom roles that require access to this skill, update the ACLs \(access control lists\) for those roles that require access.

## Procedure

1.  Navigate to **Workspaces** > **Portfolio Planning Workspace**.

2.  Select the Demands icon \[Omitted image "demands-icon.png"\].

3.  Open a demand from the **List** page.

4.  Select **AI Overview** from the navigation menu.

5.  Select **Summarize**.

    \[Omitted image "ai-overview-dw.png"\] Alt text: Summarize demands in AI Overview.

    **Note:**

    -   The summary of the record is auto-generated for demands if the skill trigger is selected as Automatic.
    -   The summary is initiated when users select the **Summarize** action on a demand record if the skill trigger is selected as User trigger.

## Result

The executive summary generated by AI is displayed.

**Important:**

Generative AI may produce inaccurate or incomplete information. Always validate AI-generated content.

\[Omitted image "demand-summary-skill-result-dw.png"\] Alt text: Executive summary generated by AI.

**Note:** Select the copy icon to copy the generated summary for further use.