General Page
Selecting a Purpose
When creating a reservation, there are four different options that can be chosen.
Demos and Pilots are considered client facing and require an opportunity code. More information on opportunity codes can be found here.
Education and Test purposes are considered non-client facing and do not need an opportunity code.
More information on the specific purpose of each is listed below:
Demo: Deliver a client specific demonstration based on discovery with the client and aligns to the identified architecture. Automatically captures a Technical Sales Activity in IBM Sales Cloud on the Opportunity code provided.
Pilot: Rapid co-creation build that proves IBM technologies can deliver business value to clients’ end users. Serves as a foundation to build a production solution. Automatically captures a Technical Sales Activity in IBM Sales Cloud on the Opportunity code provided.
Education: Gaining experience with specific technology, product, or solution.
Test: Need to test a specific function, configuration, or customization.
The image below is what is shown on a reservation creation page and are the options that can be chosen:
Different purposes grant different durations. Please see here for more information on this.
Changing a Purpose
At this time, we do not allow the changing of reservation purposes.
This was announced with the added ability to have client data on our TechZone 23.2 Launch.
For IBMers, this announcement can be seen here
How this is tied in with the addition of client data enablement can also be viewed in our runbook here
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Document Information
Modified date:
22 October 2025
UID
ibm17159403