Ideas › How to Manage Ideas › Main Properties (Idea) › Define Scheduling Information (Idea)

Define Scheduling Information (Idea)

Use the idea properties page to define the idea start and finish dates, open it for time entry, and define its charge code.

Follow these steps:

1. Open the idea.

   The list page appears.

2. Click the subject of the idea.

   The properties page appears.

3. Open the Properties menu and then from Properties, click Schedule.

   The schedule page appears.

4. In the Schedule section of the page, complete the following fields. Some of these properties are used when you convert the idea into a project, service, or investment:

   Start Date

   Indicates the idea start date. When you convert the idea into an investment, the date is the investment start date.

   Finish Date

   Indicates the idea finish date. When you convert the idea into an investment, the date becomes the investment finish date.

   Set Planned Cost Dates

   Specifies if the planned cost dates are synchronized with the investment dates. Selecting the option for a detailed financial plan does not affect the planned cost dates.

   Default: Selected

   Required: No

5. In the Tracking section of the page, complete the following fields:

   Time Entry

   Select the field to allow staff members to record the time they work on the idea on the timesheets.

   Important! Ensure that you select the Time Entry field to enable staff members to record work on ideas on the timesheets.

   Default: Selected

   Track Mode

   Indicates the method for the staff members to enter time for hours worked on the idea.

   Options:

   • Clarity. Staff members record time using timesheets.
   • None. Non labor resources track actuals through transaction vouchers, or when enter actuals through a scheduler, such as Open Workbench.
   • Other. Import actuals from a third-party application.

   Default: Clarity

   Charge Code

   Select a default charge code to use for all idea tasks. If you enter a different charge code at the task level on timesheets, the task-level charge codes override the idea-level charge code.

   See the CA Clarity Basics User Guide for more information.

6. Click Save and Return, or Submit for Approval.