Project Lifecycle and Processes › How to Work with the Idea Review Process

How to Work with the Idea Review Process

The following tasks are involved in the Idea Review process:

1. The originating requester does the following:
   1. Creates the idea.
   2. When the idea is ready, submits the idea.
2. The Idea Review Process starts, and does one of the following:
   • Fast tracks to project creation.

     If the Fast Track check box is selected, the project creation process starts based on the selected idea type and idea category combination. A WBS and baseline are created. The process ends for all project creation processes except for the Create Major Project process.

   • Starts the idea review process.

     If the Fast Track check box is cleared, an action item is sent to the business owner to review the idea.

3. The business owner evaluates the functional and technical benefits and analyzes the cost benefits of the idea. The business owner selects one of the following options for the action item:
   • Reject. The idea status is set to “Rejected” and the process ends.
   • Incomplete. The idea status is set to “Incomplete.” An action is sent to the originating requester to update the idea with additional information. Also, to change the status of the action item to “Done”. A new action is sent to the business owner to review the idea.
   • Approve. The idea status is set to “Approved.” An action item is sent to the originating requester to change the status of the action item to “Done.”
4. The project creation process starts.

   The type of process that starts is based on the idea type and idea category combination. A WBS and baseline are created. The project creation process ends except for Major projects.

5. For a major project, the Gate Review process starts.