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

Update Idea Properties

To define the idea, update its properties as information becomes available.

Note: Some of the properties are used later in the approval process when you convert the idea into a project, service, or investment.

Follow these steps:

1. Open Home, and from Demand Management, click Ideas.
2. Open an idea.
3. Click the Properties tab and select a menu item to update idea properties.
4. Edit general information, such as name, manager, goals, status, alignment, and OBS associations.
5. Select a resource in the Target Manager field.

   Note: The target manager is the resource who manages the idea when it is converted into a project, service, or investment. Complete the field before you convert the idea into a project, service, or investment. If you leave this field empty, the resource you select as the Idea Manager becomes the manager for the project, service, or investment.

6. Complete the fields in the Detailed Description section of the properties page.
   1. Specify the impact the idea has on existing initiatives.
   2. Indicate the risks of the idea.
   3. Specify any dependencies the idea has on existing initiatives.
7. Define Scheduling Information such as start and finish dates, and tracking methods.
8. Define Budget Information such as planned cost and benefit, NPV, and breakeven metrics.

   An overview of the estimated costs and benefits appears in the Estimated Costs and Benefits section of the properties page.