Ideas

Idea List
The following features are available on the Idea's list: Filter button opens the filter panel; in here you can apply filters to the list. "Filt...
Fri, 4 Sep, 2020 at 12:57 PM
Adding an Idea
To add a new Idea, click on the +Add button on the Idea list page. This will show a list of the available Idea Definitions, select the applicable Idea Defin...
Tue, 21 Sep, 2021 at 3:15 PM
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 Performance
In this tab, you can see the performance of the Idea. The Idea stages and the status for each stage are shown; the forecasted timeline of the Idea is sh...
Thu, 16 Sep, 2021 at 9:52 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 found in Admin>Settings. To view the other months&#x...
Wed, 28 Jul, 2021 at 1:43 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
Idea Benefit
When you have an Idea that tracks both Financial and Non-Financial benefits, you will be presented with two Benefit tabs. Capture the Idea financials inclu...
Fri, 10 Sep, 2021 at 9:04 AM
Idea Approvals
The Idea definition can be changed up to a certain stage; each Idea definition has its own rules, workflows and stakeholders. When changing the Idea definit...
Tue, 23 Nov, 2021 at 12:39 PM