An idea number is generated by the sequence of the selected department for the idea. By selecting a department and leaving the idea number default, the syst...

A constant node will have the same value for baseline, target and actual. All fixed over time.  If you change any value in a variable or constant node at a...

Ideas / Projects are driven by Stages and Workflows assigned to their definition. Stages can be defined on Administration -> Idea Stages or Project S...

The annualized value on Ideas is the correct field to use, however it is not available for user input because it is calculated from the Value Driver Tree. ...

All workflows can be modified and saved. If the submit button does not appear at the top of the workflow, there is a possibility that the workflow has eith...

The benefit start date only affects the benefits calculation for the idea. The realized value is calculated by subtracting the baseline and actual val...

When an idea is created, the roles currently set up in the Approval Requirements are set up as the Stakeholders for the idea. When a checklist is submitt...

A checklist can be in the following statuses: Pending -> when not completed and submitted for approval request To change the status, you will be...

The Differed status is determined by the approval order(Group Order, as per the image below) that is specified on the workflow. The request will be sent t...

NB: Only the specified percentage is used, the value is used for reference purposes. The value specified on the Idea Forecasts section is used to estima...