Ideas › How to Manage Ideas › Main Properties (Idea) › How to Manage General Information (Idea) › Define the Target Manager (Idea)

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Define the Target Manager (Idea)

The target manager is the resource who manages the idea when converted into a project, service, or investment. Recommended to complete the field.

Follow these steps:

  1. Open the idea.

    The list page appears.

  2. Click the subject of the idea to assign a target manager.

    The properties page appears.

  3. Select a resource in the Target Manager field.

    Note: Complete the field before you convert the idea into a project, service, or investment. Otherwise, the resource identified as the idea Manager, becomes the manager for the project, service, or investment.