How to Manage Ideas › Convert an Idea into an Investment

Convert an Idea into an Investment

You can convert an approved idea into one or more of the following investment types:

• project
• application
• asset
• product
• other work
• service

Follow these steps:

1. Open an approved idea.
2. Click Convert.

   The select investment type page appears. The investment types listed on the page are based on your access rights.

3. Select an investment type.

   Note: When you select Project from Template, project properties, such as budget data, transfer to the idea. The properties transferred from the idea generally supersede the properties from the project template. After you convert the idea into a project, you can modify the project properties.

4. Select Copy Financial Properties and Financial Plans to include the financial data for the idea in the conversion to an investment.
5. Click Next.

   When converting an idea into a service, the Create Service page appears. For conversions to a project from a template, select a project template.

6. Complete the fields on the page, and click Save.