Ideas › How to Manage Ideas › Create New Ideas

Create New Ideas

Use the create idea page to define your idea general properties, estimated costs and benefits, detailed description, and to start the Idea Approval process. Some of the idea properties are used when you convert the idea into a project, service, or investment.

Follow these steps:

1. Open Home, and from Demand Management, click Ideas.

   The list page appears.

2. Click New.

   The create page appears.

3. Complete the following required fields in the General section of the page:

   Subject

   Defines the idea summary/name. When you convert the idea into a project, service, or investment, the subject is used as a link from the investment to the idea. During the conversion process, the subject becomes the description of the investment.

   Idea ID

   Defines the idea unique ID. If auto-numbering is configured, the field displays as read-only. During the conversion process, the Idea ID is the name of the investment.

   Idea Priority

   Defines the value assigned to the idea by the idea manager. The value corresponds to the risk priority. Choices are: Low (default), medium, and High.

   Description

   Details the description of the idea.

   Manager

   Defines the name of the resource that manages and owns the idea.

   The idea manager has access to the idea budget and schedule properties.

   Originating Requestor

   Defines the name of the resource originating the idea request. By default, the field displays the name of the resource creating the idea.

   Note: If you select another resource, your access rights to view the idea could cease. In particular, you require Idea – View – All or the Resource – Idea – View access right to this resource to view this idea.

   Active

   Specifies if the idea is active. Activate the investment to allow resources to view ideas in portfolios and in any capacity planning portlet.

   Default: Selected

   General Notes

   Specifies additional information about the idea not covered by the idea description.

4. Complete the following fields in the Estimated Costs and Benefits section of the page as needed. Some of these properties are used when you convert the idea into a project, service, or investment:

   Estimate Type

   Defines the type of estimate benefits, cost, and revenue impact for the idea.

   Currency Code

   Defines the system currency and a read-only field. If multi currency is enabled, a drop-down list of all active currency codes. During the conversion process, the currency code is the currency code for the investment.

   Business Unit

   Defines the business unit associated to the idea.

   Benefit Description

   Defines the general description of the idea benefits.

   Estimated Cost

   Defines the estimated total cost of the idea. During the conversion process, the estimated cost is the investment planned cost.

   Estimated Benefit

   Defines the estimated total financial benefit of the idea both in term of revenue and money saved.

   Estimated Start Date

   Indicates the estimated start date for the idea. The date must be on or before the estimated finish date.

   Estimated Finish Date

   Indicates the estimated finish date for the idea. The date must be on or before the estimated finish date.

   Breakeven Date

   Defines the estimated break-even date for the idea. During the conversion process, the break-even date is the budget break-even date for the investment.

5. Complete the following fields in the Detailed Description section:

   Impact on Existing Initiatives

   Defines the description of the impact the idea has on the existing initiatives.

   Risks

   Defines the description of the risks, whether the idea is implemented or not.

   Dependencies

   Defines the description of the dependencies, or list of any dependencies the idea have.

6. In the Organizational Breakdown Structure section, click the Browse icon next to the OBS to associate with the idea for security, organizational, or reporting purposes.

   The OBS-named-Department is used to associate the idea with a CA Clarity PPM department. If multiple OBS exist, the OBS-named-Department is listed last.

   See the CA Clarity Basics User Guide for more information.

7. Do one of the following:
   • Save the new idea.

     The new idea displays in the list on the Ideas page with the "Unapproved" status.

   • Click Submit for Approval to save the new idea and submit it for approval.

     The new idea displays in the list on the Ideas page with the "Submitted for Approval" status.

More information:

Main Properties (Idea)

Define Budget Information (Idea)

Define Scheduling Information (Idea)

Associate Ideas with Organizational Breakdown Structures