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 ...

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 - ...

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...

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. ...

In this article Overview Workflow stage Status widgets Run Rate Benefits Overdue Actions Risk KPIs Overview The Idea/Initiative Performance page...

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...

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' performances, c...

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 ...

Risks categories are set up in Admin>Risk Types. Each risk captured can have an owner, consequence and probability, with the severity being calculate...

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 $)). ...