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

Create an Idea

Use the Ideas page to create an idea. You can save the idea and submit it when the idea is ready for approval. Alternatively, you can fast track the idea and bypass the approval process and convert the idea into a project.

Before you can create an idea, autonumbering must be set up for the Project ID.

Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

Follow these steps:

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

   The ideas page appears.

2. Click New.

   The create page appears.

3. Complete the following fields:

   Subject

   Defines the summary/name for the idea. The subject links the investment to the idea when you convert the idea into an investment. The subject of the idea becomes the description of the investment.

   Idea ID

   Defines the unique ID for the idea.

   Idea Type

   Specifies the type of idea.

   Values: Major Project, Infrastructure Deployment, or Application Change

   Required: No

   Idea Category

   Specifies the idea category. The values that are available depend on the Idea Type you select. Your CA Clarity PPM administrator defines the field associations.

   Values: New Development, Compliance/Regulatory, New Product or Service, Other, Enhancement, COTS Evaluation, Distributed, Network/Telecom, or Desktop

   Required: No

   Idea Priority

   Specifies the priority of the idea.

   Values: Low, Medium, and High

   Fast Track

   Specifies to convert the idea to a project by bypassing the review and approval step of the Idea Review process.

   Default: Cleared

   Required: No

   Objective

   Defines the objective of the idea.

   Limits: 200 characters

   Requester

   Defines the name of the resource originating the idea.

   Default: The name of the resource currently logged in

   Business Owner

   Defines the name of the business owner owning the idea and approves the conversion of the idea into a project. The business owner of the idea becomes the business owner for the project once the idea is converted.

   Note: If the Fast Track check box is cleared, the Idea Review Process requires a value for the field.

   Manager

   Defines the name of the resource that manages and owns the idea. The idea manager has access to the budget and schedule properties of the idea.

   Start Date

   Defines the start date for the idea.

   Finish Date

   Defines the finish date for the idea.

   Objective

   Defines the objective for the idea.

   Limits: 200 characters

   Organizational

   Defines the organizational OBS for the idea.

   Department

   Defines the department OBS for the idea.

4. Do one of the following:
   • Save the idea.
   • Click Submit for Approval to start the Idea Review process.

   The idea is created.

More information:

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