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...
Fri, 4 Sep, 2020 at 12:58 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....
Mon, 31 May, 2021 at 4:08 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, 27 May, 2021 at 10:54 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, ...
Thu, 4 Feb, 2021 at 9:16 AM
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
Capture the Idea financials including benefits start/end dates, forecast percentage, one-off off benefits and investments. The chart shows the Bene...
Tue, 1 Jun, 2021 at 12:45 PM
Idea Approvals
Specify the stakeholders for the Idea who will be responsible for approving the relevant workflows under each stage, allowing the Idea to progress along the...
Wed, 10 Mar, 2021 at 10:52 AM