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Convert Ideas into Investments

Only an idea with an "Approved" status can be converted.

Follow these steps:

  1. Open the idea.
  2. Click Convert.

    The select investment type page appears.

    Note: The investment types listed on the page are based on your access rights. For example, suppose you have the right to create asset and application investment types. Then, "Asset" and "Application" appear as choices on the page.

  3. Select the investment type to convert the idea.
  4. Click Next.

    The create page appears.

    For example, for converting your idea into a service, the Create Service page appears.

    See the IT Service Management User Guide for more information.

  5. Complete the fields on the page, and save.