---
title: Use Playbook in Next Experience for Demand Management
description: Use the default playbook or configure a custom one to capture required information for a demand and support governance processes.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/portfolio-planning/use-playbooks-in-ppw.html
release: australia
product: Portfolio Planning
classification: portfolio-planning
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Manage demands, Use, Next Experience for Demand Management in Portfolio Planning, Portfolio Planning, Strategic Portfolio Management]
---

# Use Playbook in Next Experience for Demand Management

Use the default playbook or configure a custom one to capture required information for a demand and support governance processes.

## Before you begin

Role required: it\_demand\_user or it\_demand\_manager.

## About this task

A playbook defines the standard stages of a demand \(for example, Initiation, Planning, Execution, Monitoring, and Closure\) and includes activities or action items to complete at each stage.

**Note:** This task describes how to use a playbook to manage demand information in a guided, stage-based workflow. To find out how to update demand information on the Details page of the demand record, see [Update demand details](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/update-the-demand-details-ppw.md).

## 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 the **Playbook** tab.

5.  Select a stage to view its activities.

    Each activity displays its status \(In Progress, Pending, or Complete\) and the fields or lists to update.

6.  Address the activities within each stage.

    -   To mark the activity as done and move to the next activity, select **Mark Complete**.
    -   To save your progress without completing the activity, select **Save**.
    -   To bypass the activity and move to the next one, select **Skip**.
    -   To revisit or edit completed or skipped activities. you have to select **Restart**. These states set the activity to read-only.
    **Note:**

    Some stages advance the state when all activities in the stage are complete and don't require manual action.


**Related topics**  


[Running Playbook Experience](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/build-workflows/playbook-agents-and-fulfillers.md)

[Playbooks reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/build-workflows/process-automation-designer-reference.md)

[Playbooks in Next Experience for Demand Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/portfolio-planning/playbooks-in-demand-workspace-ppw.md)