How to Manage Ideas › The Idea Approval Process › Create an Idea

Create an Idea

Use the create idea page to define the properties, estimated costs and benefits, and detailed description of an idea.

Follow these steps:

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

   The list page appears.

2. Click New.
3. Complete the General section:

   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

   Specifies the functionality and value to users of implementing 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. To view an idea, you need the Idea – View – All or the Resource – View Ideas – All access right.

   Active

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

   Default: Selected

   General Notes

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

4. Complete the Estimated Costs and Benefits section:

   Note: Some of the properties are used later in the approval process 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. If Use Multi-Currency is enabled, a drop-down list of all active currency codes appears. During the conversion process, the currency code is the currency code for the investment.

   Business Unit

   Defines the business unit associated with the idea.

   Benefit Description

   Describes the business advantages of developing this idea.

   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 impact that the idea has on the existing initiatives.

   Risks

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

   Dependencies

   Defines any dependencies for the idea.

6. Click the Browse icon in the Organizational Breakdown Structure section next to the OBS to associate with the idea for security, organizational, and reporting purposes. The OBS-named-Department is used to associate the idea with a CA Clarity PPM department. If multiple OBS entries exist, the OBS-named-Department appears last.
7. To save the idea, click Save.

   The new idea appears on the Ideas page with an Unapproved status.

8. To save the new idea and submit it for approval, click Submit for Approval.

   The new idea appears on the Ideas page with a Submitted for Approval status.