Ideas

Idea List
The following features are available on the Idea's list: Filter: Opens the filter panel; in here you can apply filters to the list. +Add: Allows you ...
Thu, 1 Sep, 2022 at 11:54 AM
Ideas List Views
The Ideas list has the following views: Pipeline - This is the list of Ideas currently in the pipeline, i.e. going through the defined stages. Backlog - ...
Thu, 1 Sep, 2022 at 11:54 AM
Adding an Idea
To add a new Idea, click on the +Add button on the Ideas list page. This will show a list of the available Idea Definitions, select the applicable Idea Defi...
Thu, 1 Sep, 2022 at 11:54 AM
Edit an Idea
To View/Edit an Idea, select the Idea from the Ideas list page. Change the Idea's code or name by clicking on the Code/Name at the top of the page. ...
Thu, 23 Sep, 2021 at 3:50 PM
Idea/Initiative Performance
In this article Overview Workflow stage Status widgets Run Rate Benefits Overdue Actions Risk KPIs Overview The Idea/Initiative Performance page...
Wed, 1 Nov, 2023 at 5:31 AM
Idea Overview
Capture the Idea details on the Overview tab. Click on each of the fields to capture the details. Rich text formatting is available when the above f...
Fri, 4 Sep, 2020 at 12:58 PM
Idea VDT
This tab is only shown if the setting Use VDT is turned on; the setting can be foundĀ inĀ Admin>Settings. To view the other months' performances, c...
Fri, 10 Mar, 2023 at 2:56 PM
Idea Workplan
Set the Idea timeline and capture actions that will help the Idea progress. Quick search an action using the search box. Export the workplan Gantt ...
Fri, 4 Sep, 2020 at 12:58 PM
Idea Risks
Risks categories are set up in Admin>Risk Types. Each risk captured can have an owner, consequence and probability, with the severity being calculate...
Fri, 4 Sep, 2020 at 12:58 PM
Initiative Benefit
When you have an Idea that tracks both Financial and Non-Financial benefits, you will be presented with two Benefit tabs (Benefits($) and Benefits(Non $)). ...
Tue, 24 Oct, 2023 at 9:15 AM