This lesson describes how to:
• Document ideas
• Submit an idea
• Research an idea and evaluate
• vView Ideas
• Reject Ideas
1. Document ideas.
Many projects begin as an idea. Document ideas and evaluate them as a source for new projects. To begin, choose ideas in the Object Selector and then click View All Ideas. The Idea List page displays the ideas to which you have access organized by workspace. Select a workspace.
Click an idea to see its details or click Add to create a new idea. Type a name for the idea and why it would make a good project. Next, add it to the idea list as a draft or submit it for review and evaluation.
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2. Submit an idea.
Submitting the idea initiates a pre-configured workflow. Ideas also supports custom workflows that can include requirements checklists and executive sign-offs specific to your company. In the pre-configured workflow, the idea first goes to individuals designated as routers. The router can do a quick review of the idea and either reject it or assign it to an owner for a more thorough review and evaluation. The owner can assign additional owners to help with the review and evaluation.
3. Research an idea and evaluate.
They research the idea and then evaluate how it aligns with your company's strategic objectives.
4. View Ideas.
Owners and other stakeholders can view ideas on the list page along with information such as evaluation score and status, or they can use the investor map to view ideas in a graphical format. Chart Options enable you to customize the display.
5. Reject Ideas.
Finally, the idea owner can reject the idea. A rejected idea can be reopened at a future time, or the owner can accept the idea for conversion to a project proposal.
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