Ideas are the initial stage of creating new opportunities for investment such as projects, assets, applications, products, services, and other work. Ideas lay the foundation for a specific type of investment by serving as a container for pertinent information. For example, you might have an idea that is valuable enough to be evaluated and converted into a project, service, or investment.
This section contains the following topics:
Capacity Planning Scenarios (Idea)
How to Manage Allocations to Parent Investment (Idea)
How to Convert Ideas into Investments
Ideas let you conduct more expedient analysis earlier to weed out unwanted ideas before they become investments and devour vital resources. You can track and convert ideas into investment opportunities. These investment opportunities can then be approved as part of your company portfolio. You can define an idea for a project, product, asset, application, service, or other work.
You can also include ideas as part of an investment hierarchy. An idea can be added as a child of an investment hierarchy, have simple budgeting, and have a staff.
Audit Trail provides a way to track the history of specific activities that occur for an idea. Your CA Clarity PPM administrator determines which fields are audited and what information is stored in the audit trail. If Audit Trail is enabled for ideas and you have the appropriate access rights, the Audit page displays when you have your idea open. Use this page to view a log of change, addition, or deletion records for the fields chosen for auditing.
For more information, see the Basics User Guide.
Ideas consist of the following components:
Use the idea properties pages to define idea basics from its subject and schedule. In addition, you can define budget properties from the properties pages.
Use the Team menu to build a team that includes the staff who performs the work.
Use this component to create a simple budget and/ or forecast for your idea.
Use CA Clarity PPM reports to track and analyze idea activities and progress.
For more information, see the Basics User Guide.
A new idea has an "Unapproved" status. When you submit a completed idea for approval, the idea status changes to "Submitted for Approval". The approver can either approve, reject, or change the idea status to "Incomplete". Automated idea processes move the workflow.
The Idea Approval process is an out-of-the-box idea process. The process helps the CA Clarity PPM process administrators to manage the submission, review, approval, or rejection of ideas. By default, this process is not active. The CA Clarity PPM process administrator activates before the idea can be started.
Customize a process using additional business rules. The process requires the CA Clarity PPM process administrator approval.
For more information, see the Administration Guide.
For each action item this process sends, a notification is sent that coincides with the action item. The process locks the idea status for the duration of the approval process and does not allow any approver to change manually the idea status.
Following are the steps triggered from the Idea Approval process:
Triggers when an Approver uses the action item to approve the idea. The idea status is set to "Approved".
Triggers when an Approver uses the action item to reject the idea. The idea status is set to "Rejected".
Triggers when an Approver uses the action item to mark the idea as incomplete. The idea status is set to "Incomplete".
Creates and sends an action item to the idea originating requestor to complete and resubmit the idea. The Approver then requires to use the action item to resubmit the idea, or to set the idea status to "Submitted".
Sends a notification to the idea originating requestor that the idea is approved.
Sends a notification to the idea originating requestor that the idea is rejected.
Triggers when an Approver uses the action item to resubmit the idea. The idea status is set to "Submitted" and returns to the start of the process.
An instance of Idea Approval process is created automatically each time you submit ideas for approval. During the process, the approver reviews the idea. The idea can be approved, rejected, or set to incomplete to request additional information from the idea originating requestor. Once your idea is approved, you can convert it into any project, service, or investment to which you have the rights to create.
Note: You can only have access to one Idea Approval process at any given time. The process administrator cannot grant access to more than one Idea Approval process. Otherwise, an error occurs when you click Submit for Approval.
Submitting an idea for approval, creates an instance of the Idea Approval process. An action item is sent to each user (Approver) that has the right to approve the idea. The action items requests that the Approver review and approve the idea.
Another action item is sent to the idea originating requestor when the idea is approved or rejected. If the status is changed to "Incomplete", the originating requestor is sent an action item to provide additional information and resubmit the idea.
As multiple users can have the right to approve the idea, contradictory responses could get recorded. For example, an Approver approves the idea and another reject it before the background process engine cycles. In this case, the outstanding action items are closed, if any, and new copies of the same action item are sent. The new action item states that contradictory responses are received.
As an Approver, you can receive action items when an idea originating requestor submits an idea for approval. You can review the idea and then approve it from the action item by clicking Approved.
Note: The Idea Approval process changes the Status field to read-only. Therefore, approve the idea from the action item by clicking Approved.
The Idea Approval process terminates when you approve, reject, or delete it.
The system of record for ideas is often not CA Clarity PPM. For this reason, you can import ideas from another system of record using the XML Open Gateway to view and manage in CA Clarity PPM. Once imported, the ideas are ready to be part of the portfolio management process.
For more information, see the XML Open Gateway Developer Guide.
An idea is the starting point for creating investments and maintaining them in CA Clarity PPM.
You can do the following from the Ideas page:
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:
The list page appears.
The create page appears.
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.
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.
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.
Details the description of the idea.
Defines the name of the resource that manages and owns the idea.
The idea manager has access to the idea budget and schedule properties.
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.
Specifies if the idea is active. Activate the idea to allow resources to view the idea in any capacity planning portlet.
Default: Selected
Specifies additional information about the idea not covered by the idea description.
Defines the type of estimate benefits, cost, and revenue impact for the idea.
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.
Defines the business unit associated to the idea.
Defines the general description of the idea benefits.
Defines the estimated total cost of the idea. During the conversion process, the estimated cost is the investment planned cost.
Defines the estimated total financial benefit of the idea both in term of revenue and money saved.
Indicates the estimated start date for the idea. The date must be on or before the estimated finish date.
Indicates the estimated finish date for the idea. The date must be on or before the estimated finish 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.
Defines the description of the impact the idea has on the existing initiatives.
Defines the description of the risks, whether the idea is implemented or not.
Defines the description of the dependencies, or list of any dependencies the idea have.
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.
For more information, see the Basics User Guide.
The new idea displays in the list on the Ideas page with the "Unapproved" status.
The new idea displays in the list on the Ideas page with the "Submitted for Approval" status.
Main properties let you define base information about the idea.
Follow these steps:
The general page appears.
You can do the following:
From the properties page for an idea, you can take the following actions:
You can edit the general properties from this page, or from the idea list page.
For more information, see the Basics User Guide.
Organizational breakdown structures (OBS) controls access, department hierarchies, and reporting. If at least one OBS exists for ideas, you can associate any of these OBS to your idea.
The OBS named Department is used to associate an idea with a CA Clarity PPM department. If several exist, the Department OBS is listed last.
For more information, see the Basics User Guide.
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:
The list page appears.
The properties page appears.
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.
A high-level overview of the idea estimated costs and benefits appear in the Estimated Costs and Benefits section of the properties page. The fields displayed in the section are the same fields that displayed when you first created the idea, on the Create Idea page.
View and edit the impact the idea has on existing initiatives, the risks of the idea, and the dependencies the idea has on existing initiatives. Use the Detailed Description section of the properties page to view the data.
Submit the new idea for approval. You can also submit an idea for approval while still creating.
Follow these steps:
The list page appears.
The properties page appears.
Note: You can submit any idea for approval except ideas that can be converted into projects, services, or investments.
A submitted idea can require additional information before approval and conversion into a project, service, or investment.
Follow these steps:
The list page appears.
The properties page appears.
The Ideas page appears with the idea status as "Incomplete".
For more information, see the Basics User Guide.
Follow these steps:
The list page appears.
The properties page appears.
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:
The list page appears.
The properties page appears.
The schedule page appears.
Indicates the idea start date. When you convert the idea into an investment, the date is the investment start date.
Indicates the idea finish date. When you convert the idea into an investment, the date becomes the investment finish date.
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
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
Indicates the method for the staff members to enter time for hours worked on the idea.
Options:
Default: Clarity
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.
For more information, see the Basics User Guide.
The idea budget data is essential in managing and analyzing idea portfolios. Correctly defining and recording the idea planned cost and benefit information is key to accurately assessing and analyzing ideas during portfolio management.
You can define budget information from the Idea: Properties: Main - Budget page. With budget properties, you can define metrics. For example, the idea planned cost, NPV, ROI, and breakeven information. Or calculate automatically using the cost of capital. You can also use the fields on the page to set the start and end dates over which the budget is experienced. With budget properties, money flows constantly and evenly over this period.
The values budget properties are applied to only one time period: From the idea start date to the finish date. The dates are applied only to your idea and not to its parent investments.
Follow these steps:
The list page appears.
The properties page appears.
The budget page appears.
Defines the currency for the investment.
Default: System currency
Specifies if the budget values in the budget properties of an investment match the planned values. If a detailed budget plan exists for the investment, all the field values in the Budget section are display-only. The fields reflect the values in the detailed budget plan. When the check box is cleared, you can edit the budget fields.
Specifies if financial metrics for the investment are calculated automatically. If unselected, you can define the financial metrics manually.
Default: Selected
Select the field to calculate the total cost of capital at system rate.
Select the field to calculate the total cost of capital at the system reinvestment rate.
Displays the system rate for calculating the total cost of capital.
Displays the investment rate for calculating the total cost of capital.
Defines the initial investment on the idea.
Defines the idea planned costs. The value is distributed between the Planned Cost Start and the Planned Cost Finish dates.
Note: When you convert the idea into an investment, the planned cost value supersedes the estimated cost entered in the Estimated Costs and Benefits section of the Idea Properties: General page.
Select the date of starting the idea planned cost.
Select the date the idea planned cost expires.
Defines the total planned benefit you receive from the idea.
Note: When you convert the idea into an investment, the planned benefit value supersedes the estimated benefit entered in the Estimated Costs and Benefits section of the Idea Properties: General page.
Select the date when the idea planned benefit starts.
Select the date when the planned benefit of the idea expires.
Displays the planned NPV (Net Present Value) of the investment.
Displays the planned ROI (Return on Investment) of this investment.
The date when the idea planned cost equals the planned benefit. The field is read-only.
Displays the planned internal rate of return for the investment.
Displays the planned modified internal rate of return (MIRR) for the investment.
Displays the date of the investment planned payback period.
Displays the budgeted cost amount for the investment.
Displays the budgeted cost start date of the investment.
Displays the budgeted cost finish date of the investment.
Displays the budgeted benefit amount of the investment.
Displays the budgeted benefit start date of the investment.
Displays the budgeted benefit finish date of the investment.
Displays the budgeted NPV (Net Present Value) of the investment.
Displays the budgeted ROI (Return on Investment) of this investment.
Displays the date when the idea budgeted cost equals the planned benefit. The field is read-only.
Displays the budgeted internal rate of return for the investment.
Displays the budgeted modified internal rate of return (MIRR) for the investment.
Displays the date of the investment budgeted payback period
Scenarios allow you to apply a systematic methodology to optimize your idea or portfolio. Apply scenarios to your idea to analyze how staffing changes or shifts in dates affect the outcome of your idea or portfolio. You can evaluate your ideas by switching between a scenario and the plan of record.
You can do the following:
Create a capacity planning scenario from any idea page that displays the scenario toolbar. The scenario toolbar displays below the page toolbar.
You cannot create portfolio scenarios from the idea but from within a portfolio.
Use the scenario toolbar to select any existing capacity planning scenarios to which you have access rights. When you open an idea and select a scenario, either from a capacity planning scenario-enabled page, or the financial plan page of idea properties, that scenario is set as the current scenario.
Use the parents page of the idea hierarchy to view a list of investments and services to which the idea is allocated. Also, helps to view the percentage the idea is allocated to each parent.
You can do the following:
Follow these steps:
The list page appears.
The properties page appears.
The hierarchy page appears. You can view the details of the parent investment of the idea.
You can add and remove parent investment associations to and from your idea based on your company business rules. Add or remove associations on one of the parent investment-related set allocations page.
Allocate ideas to one or more parent investments or services. However, the total allocation percentage of your idea to its parent investments is required to equal 100 percent. View the parent investments and services allocation amounts of an idea on the parents page of the idea hierarchy.
You can define the allocation of the idea to a parent investment from this page.
Follow these steps:
You can share ideas between other investments, services, and ideas. For example, you can share an idea for an online banking phone system that supports servers in two areas around the country. First, add the servers as child investments to the online banking phone system idea investment hierarchy. Then, edit the child investment cost allocation percentage and time segments.
Your idea investment allocation percentage dictates the amount that the idea is allocated to parent investment, service, or idea. All cost information displayed in the parent idea hierarchy is based on the allocation percentages.
Child idea cost totals are automatically aggregated to its parent investments. During the calculation, the parent idea start and finish date are considered for applying the child idea costs to the parent.
To provide planning data for capacity planning or portfolio planning, you can staff your idea with resources. Staff your idea with a team member to perform up-front work, before approving and converting the idea into a project, investment, or service.
Use the team staff page of an idea to staff your ideas by allocating roles and resources. You can add both labor and non-labor resources. From this page, you can view the bottom-up aggregated work effort by role. You can switch the view to edit the idea direct planned work. The Team menu contains three options: Staff, Detail and Role Capacity.
To view the team staff page of an idea, open the idea, and click Team.
To display the team staff page, open the idea and click Team.
Staff members are resources or roles that can be assigned to work on an idea. The staff can record the time worked on the idea on their timesheet. Ideas are not associated with tasks and staffing them does not result in long-term commitments for that staff.
You can use a role as a placeholder when you do not know the name of the resource you want to staff on your idea. Or, if the resource for staffing is not available. You can staff your idea with multiple instances of a role but not multiple instances of a resource.
Use the team staff page of an idea to add staff to the idea. The following describes the columns and icons on the page when you staff resources to the idea:
Opens the resource profile. You can view profile information and change allocations, including planned and hard allocations.
For more information about managing resources, see the Resource Management User Guide.
Opens the Find Resources page for the selected resource. On this page, you can replace the resource or role with a different resource or role.
Click a resource name to view and edit the resource general properties.
Opens the Resource/ Role Allocations page. You can update the resource allocation.
Displays the role of the resource, which can be different from the primary role selected in the resource profile.
Displays a yellow checkmark if the resource or role is allowed to enter time for the idea.
Displays the resource or role booking status.
Values
Mixed. Both soft and hard allocation exists for the resource.
Displays the team member allocation start date. If not defined, the date defaults to the start date of the idea.
Displays the team member allocation finish date. If not defined, the date defaults to the finish date of the idea.
Displays the team member percent allocation to the idea. Each staff member is assigned to the idea at 100 percent of the resource available time by default.
Displays the number of hours the resource has been tentatively booked to the idea. Unless you change the booking dates, staff members are automatically booked for the entire duration of the idea. This field cannot be edited but changes to reflect edits you make using:
Displays the total number of hours the resource has recorded to date on this idea.
Displays the time posted to incidents associated to this idea.
Displays the aggregated total actual time posted. This value is the sum of the allocated actuals and the incident actuals.
The team staff page of an idea displays a list of the resources or roles that are added to your idea. All resources are automatically allocated at 100 percent of their available working days. You can adjust the value to meet your needs.
When adding resources to your idea staff, chances of over-allocation of the resource can happen. In this case, a confirmation page appears to either over-allocate the resource, or to accept the remaining availability of the resource.
Note: You can add multiple instances of a role to an idea. But not multiple instances of the same named resource. For example, assign “programmer (1)” and “programmer (2)” to represent two different requirements with a programming role.
Follow these steps:
The Select Resources page appears.
Use the Search Filter to find resources or roles by name or other criteria.
The available hours for a resource can be less than the total number of requested hours. In this case, instead of the Booking Confirmation page, the Remaining Availability Confirmation page appears.
Adding a resource to the project or investment displays overbooking in the Remaining Availability Confirmation page. If the resource is booked at 100 percent (default) of their availability, the 100 percent Resource Allocation column lists the number of utilized hours. The Remaining Availability column indicates the actual number of available work hours for the resource on your project.
When the confirmation page appears, select one of the following options:
Over-allocates the resource.
Books the resource for the amount listed in the Remaining Availability column.
The role capacity page of idea team provides an aggregated view of all role demand whether generated by role-based team members or named resources. You can view this information against the capacity of the resources that fill those roles. To access the page from the idea Team menu, select Role Capacity on the page toolbar. Resources without a team role are captured on this page in the [No Role] row.
From the role capacity page, you can view:
You can view this information from inside and outside of a scenario. If a role appears over-allocated, click Staff to go to the team staff page of an idea and view all the resources using that role.
Staff allocation is the period during which a resource is booked to an idea. Unless you change the booking dates, staff members are automatically booked for the entire duration of the idea. The allocation amount granted for a resource can be calculated as follows:
Total number of working days including the start and finish dates * Number of available hours per day
ETC is based on the number of hours a resource is assigned to the idea.
Follow these steps:
Select a role for this resource on the idea.
Indicates that the resource can enter time taken for completing the work on the idea.
Select the booking status for the resource on the idea.
Enter the default amount for the resource allocated to the idea. You can enter "0" (zero) as the allocation percentage. The Allocation column reflects the changes done here.
Use the Planned Allocation and Hard Allocation sections on a resource Staff Member Properties page to indicate any deviations from the Default % Allocation field. You can unbook a hard-booked resource, or extend a resource for additional planning.
The Planned Allocation curve represents the default, or total allocation amount requested by the manager. The Hard Allocation curve represents the allocation amount that the resource manager commits. The booking status for a resource changes according to the allocation amounts in the planned and hard allocation curves.
For example, suppose the planned or default allocation is 100 percent for a resource. Suppose, a resource is booked to work on your idea from 8/01/11 through 11/30/11. But is also scheduled to work on another idea 50 percent of the time through September 1. And, in addition, plans to be on vacation from 9/15/11 through 9/22/11. In this case, you could create two allocation curves for the resource: One that indicates a 50 percent deviation from 8/01/11 through 9/01/11, and another that indicates a zero percent deviation from 9/15/11 to 9/22/11.
Follow these steps:
The properties page appears.
The page displays the basic profile fields and allocation-related fields.
Note: The Allocation and Allocation % columns on the Idea: Team: Staff page reflects the changes, if any.
To use the short example preceding the steps, create two rows: One to cover the period for the resource working at 50 percent (instead of the 100 percent default or planned allocation). Another, for the period that the resource actually works at 0 percent (instead of the 100 percent default or planned allocation).
You can reset the staff allocations for an idea in the following ways:
Use the Actions menu on the team staff page and team detail pages of an idea for the preceding options.
Move resource allocations back and forward in time to shift or scale all or a portion of the resource allocations in an idea. As you move data, segmented allocation dates are kept intact, even when the percent allocated for each segment changes. Shifting allocations is useful for projecting allocations beyond the allowable time-scaled view, which can only extend for six months.
For example, consider an allocation that starts on May 1, continues at its default rate of 100 percent through the end of May. Then goes through June at the reduced allocation of 50 percent. Now, shift the allocation to start from June 1 to July 2 (for 31 calendar days) at 100 percent, and up to August 2 at 50 percent. You can also shift allocations for time spans that contain no segments.
Follow these steps:
The staff list page appears.
The allocations page appears.
Set the allocations of multiple team members with one action simultaneously. Click More on the team staff page and team detail pages of an idea to use the Set Allocation option.
Follow these steps:
The staff list page appears.
The allocations page appears.
Defines the date of starting work on the idea. Select the Reset to Match Investment Start Date check box to reset the resource staffing requirements on the idea to match the idea start date.
Defines the last date of working on the idea. Select the Reset to Match Investment Finish Date check box to reset the resource staffing requirements on the idea to match the idea finish date.
Defines the percentage of time for allocating the resource to the idea. You can enter 0 percent. The Allocation and Allocation % columns on the Idea Team: Staff page reflects the change.
Displays the resource or role booking status.
Values
Committing the planned allocation, equalizes the hard allocation to the planned allocation for the resource. Commit after editing the planned allocation segment for hard-booking the segments for a resource. A hard booking status for a resource signifies full commitment.
To use the Commit Planned Allocation option, click More on the Idea Team: Staff page and Idea Team: Detail pages and select the option.
Committing planned allocation does not reset the default allocation percentage. This action copies the planned allocation into the Hard Allocation section of the resource Staff Member Properties page.
Note: The Hard Allocation section displays on the page depending on your Mixed Booking settings. See your CA Clarity PPM administrator.
Follow these steps:
The staff list page appears.
The confirmation page appears.
Use the Accept Hard Allocation option to reset the planned allocation to equalize to the hard-booked allocation. If soft-booked planned segments displays in the Planned Allocation section, they are removed. All segments are then reset to equal the hard-booked segment.
Note: The Accept Hard Allocation option displays on the page depending on your Mixed Booking settings. See your CA Clarity PPM administrator.
Follow these steps:
The staff list page appears.
The confirmation page appears.
This action sets the planned allocation to equal committed allocation. Accordingly, the % Allocation and Allocation column values change. The Booking Status value displays as "Hard" as the allocation is fully committed.
The team detail page of an idea lists planned and committed allocation for an idea by resource by time period in a graph format. The view helps you determine if a resource is overbooked or under booked and by how much. You can also ascertain the availability of a resource for an idea.
To view the page, select Team, and then click Detail from the page toolbar.
The team detail page displays data based on resource, allocation, and time period. Scrolling over a time period displays a note providing you with a brief summary of what you see. The time period columns are, by default, set to weekly, and start with the current week. The allocation color code is as follows:
Resource is allocated at or under availability for that time period.
Resource is over-allocated (the amount of time booked exceeding availability) for that time period.
Allocation to other investments, ideas, or services.
For more information, see the Basics User Guide.
Replace a staff member assignment from the team staff page of an idea. Use the availability score to find a replacement at the team level.
In addition, you can replace a resource with a different named resource, and a role with a resource. During replacement, over-allocating the member replacing the previous member or members can occur.
Consider the following before making a staff member replacement:
The following table identifies how data from the replaced staff member transfers to the new staff member:
|
Data Type |
Transfers |
|---|---|
|
Available Start |
Yes, if this date has not passed and if new resource is not booked on that date. |
|
Available Finish |
Yes |
|
Remaining Allocation |
Yes |
|
Percent (%) Allocation |
Yes |
|
Investment Role |
Yes |
|
Existing Actuals |
No |
|
Pending Actuals |
No |
|
Baselines |
No |
Use the team staff page of an idea to replace staff members assigned to your idea. A list of resources displays the staff with the same role as the resource being replaced, and their availability during the idea time period. You can replace a resource using the staff or detail page.
Use the method to select a resource best suited in terms of availability for replacing the other. An availability score is automatically generated for each of the resources to which you have access. The score indicates the close match between the potentially replacing and the replaced resources. Availability is based on the duration of the assignment and the daily availability of the resource. Generally speaking, the higher the score, the closer the match.
For more information, see the Project Management User Guide.
Use the replace resource page to replace staff members. The page lists all of the resources to which you have access.
The Availability field at the top right of the page identifies the assignment period. The page also displays the number of hours the replacing resource is allocated to your idea. Both the allocated dates and the hours are transferred to the new replacement.
The Availability Match column displays a score that factors in the work period and the availability of each resource. Suppose, you do not add any skill specifications to your search criteria. Then, the Total Match column value duplicates the Availability Match score, and renders the Skill Match column. If you search by skills criteria and availability criteria, the Total Match column displays an average of the two scores.
Note: The following message displays at the top of the screen:
"Match scores can be inaccurate if availability dates do not fall into the following range: ddmmyy - ddmmyy."
This message appears when there is a discrepancy between the date range in the message and the dates in the Availability field. The Availability Match score can be inaccurate. For example, suppose the dates in the Availability field are 9/1/11 - 2/7/12, and the date range in the message is 9/7/11 - 9/7/12. A one-to-one comparison for any resource cannot be generated, lowering the overall availability match scores.
Follow these steps:
The staff list page appears.
The resource finder page appears.
The results are displayed.
The confirmation page appears.
You can change a staff member role on an idea-by-idea basis. The change does not affect the role identified for them in their resource profile. You can replace a role assignment from either the idea staff or detail page.
Follow these steps:
The staff list page appears.
The properties page appears.
The page displays the basic profile fields and allocations-related fields.
If the resource does not post actuals to the idea and has no submitted actuals pending, you can remove a staff member from your idea.
Note: Removing a staff member from your idea does not:
Follow these steps:
The staff list page appears.
The confirmation page appears.
Only ideas with a status of "Submitted for Approval" can be approved.
Follow these steps:
The list page appears.
OR
Follow these steps:
The properties page appears.
You can reject ideas from the list page or from the properties page of a specific idea. An idea can only be rejected if its status is "Submitted for Approval."
Follow these steps:
The list page appears.
OR
Follow these steps:
The properties page appears.
The idea status is set to "Approved".
With the appropriate access rights, you can convert your approved ideas into projects, services, or investments. Before you convert, submit your ideas for approval.
If you have defined a simple budget, the information you enter on the Idea Properties: Budget page supersedes that entered in the Estimated Costs and Benefits section of the Idea: Properties: Main - General page during the conversion process.
You can do the following:
See the IT Service Management User Guide for more information.
Only an idea with an "Approved" status can be converted.
Follow these steps:
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.
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.
Converting an idea into a project using a project template, transfers certain properties, such as the budget data, to the idea. The properties so transferred to the idea supersedes the properties from the project template. Once you convert the idea into a project, you can modify the project properties.
Only an idea with an "Approved" status can be converted.
Follow these steps:
The select investment type page appears.
The select template page appears.
The create page appears.
For more information, see the Project Management User Guide.
Follow these steps:
The select investment type page appears.
The create page appears.
The properties page appears with the "Converted" status.
You can delete any idea, including ideas converted to investments. Deleting an idea-converted-investment, the link from the converted investment to the idea is removed. Deleting an idea does not delete the converted investment.
Follow these steps:
The idea is deleted and no longer displays in the list.
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