New User Experience: Capture, Develop, and Approve New Ideas
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HID_newux_ideas

As a business development, portfolio, project, or product manager, you can capture demand from new ideas throughout your organization and from partners and customers. Develop and evaluate new ideas in the Ideas grid. Approve and fund the more promising ideas, and reject the low-priority ideas so that individuals and teams do not allocate budget or time on them.
Use the Ideas grid in the
New User Experience
to create, edit, review, and approve ideas as follows:2
Prerequisites
Before using the Ideas grid, verify that your administrator has granted you the appropriate access rights:
- Idea Management - Navigate
- Ideas Navigate
- Ideas - Create
- Resource - View Ideas - AllorIdea - View - All
- Resource - Approve Ideas - AllorIdea - Approve - All
As an administrator, see
Access Rights Reference
in the English edition of the documentation. The Demand Management Access Rights
page describes the access rights that are required to interact with ideas. The rights are generally the same for Classic PPM and the New User Experience
.View Ideas
Example
: Sid Patel is a Portfolio Manager and a key decision maker in his organization. He understands that ideas lay the foundation for the success of his organization. He uses the Ideas grid to review and identify ideas that need investments. He also rejects other ideas so that individuals and teams do not spend too much time on them.
Follow these steps
:- In the main menu, clickIdeas.TheIdeaspage appears.
- When viewing the grid for the first time, the following fields appear:
- SubjectDefines the idea summary/name.
- Idea TypeIs a custom field that is imported when you import the PMO Accelerator add-in. You can learn more about the PMO Accelerator add-in by visiting the Add-in: PMO Accelerator section in the documentation.
- Idea CategoryIs a custom field that is imported when you import the PMO Accelerator add-in.
- Idea PriorityDefines the value that is assigned to the idea by the idea manager. The value corresponds to the risk priority. You can select Low (default), Medium, or High.
- Start DateIndicates the idea start date.
- Planned CostDefines the planned costs of developing an idea. The value is distributed between the Planned Cost Start and the Planned Cost Finish dates.Before Release 13.2, you could directly update the Planned Cost field. However, since Release 13.2, the Planned Cost field has not been editable. Instead, it is the sum of the Planned Operating Cost and Planned Capital Cost fields.
- Planned BenefitDefines the total planned benefit that you receive from the idea.
- Planned NPVDisplays the planned NPV (Net Present Value) of the investment.
- Planned ROIDisplays the planned ROI (Return on Investment) of this investment.
- StatusDisplays the status of the idea.To show or hide fields in the Ideas grid, clickColumn Panel.
Associate Ideas with Blueprints
You can associate an Idea with a blueprint that your administrator or PMO content designer would have created for your team or business unit. A blueprint allows you to display information that is relevant to the specific business requirements of various departments.
Example
: Sid Patel - Portfolio Manager - uses the Ideas page to evaluate ideas from the Product Development and the Product Architecture teams on different criteria. He evaluates ideas submitted by the Product Development team on the financial impact such as planned cost and planned benefit. For the Product Architecture team, his evaluation is based on technical details such as architectural fit, technology compliance, and regulatory compliance. Sid wants the teams to associate ideas with relevant Idea blueprints so that he will see only relevant details when he reviews ideas. Follow these steps
:- In the main menu, clickIdeas.TheIdeaspage appears.
- Click theColumn Panel.and select and add the Blueprint field to the Ideas grid.
- Identify the idea you want to associate with a blueprint and double-click the Blueprint cell to select the appropriate blueprint.
- ClickSubjectto view details associated with the idea. The layout and fields of the details page are decided by your administrator or PMO content designer when they configure blueprints.
You can only view Idea blueprints that your administrator has published in the
New User Experience
. If your administrator has not published any custom blueprints, your idea will be associated with the Standard Idea blueprint. For more information, see New User Experience: Configure Blueprints for Ideas.Associate Ideas with OBS Units
You can associate an Idea with Department, Location, Organizational, and Default Resource OBS units. You can also dissociate, or update an Idea from the respective OBS Unit.
Prerequisites:
As an administrator, you must ensure that the specific object attribute is associated with Idea from the Classic Clarity PPM interface. For more information about OBS, see Configure an Organizational Breakdown Structure.
Follow these steps:
- ClickIdeasfrom the main menu.The Ideas page appears.
- Navigate to the Column picker, select the following OBS units:
- Department
- Location
- Organizational
- Default Resource OBS Unit
Filter Ideas
You can also use the Idea grid to sort through ideas quickly and narrow down on ones that are relevant to your current business scenario.
Example
: You want to review ideas that are not approved and have an ROI between 100% to 200%. You can use the filter on the Ideas grid to quickly identify and review these ideas. 
Follow these steps
:- On the Ideas grid, clickFilter.
- ClickAdd Filterand select a column.
- Enter your filter criteria. Based on your business requirements, you can apply multiple filters to the Idea grid.The Ideas grid refreshes to show the results.
- To remove a filter, click(X). To remove all filters, clickREMOVE ALL.
Create an Idea
Capture demand for new products, projects, services, applications, and other investments by creating and developing new ideas.
Follow these steps
:- In the main menu, clickIdeas.TheIdeaspage appears.
- ClickNew Rowto add a new idea to the Idea grid. You can also right-click in the grid and selectInsert Row Below.
- Enter values in the following required fields:
- SubjectEnter the name or summary of the idea
- StatusThe status is automatically set toUnapproved.
- IDEnter a unique identifier for the idea. The ID field is read-only when auto-numbering is enabled.
- Enter values in relevant optional fields such asIdea Type,Idea Priority, andStart Date.
Create and Manage Views
You can personalize the Ideas grid to see relevant columns and capture the required information quickly and efficiently. You can also save your personalization as views that you can access later. The saved views are also available to all users with access to the Ideas grid.
Example
: You want to review ideas that are not approved and have an ROI between 100 to 200%. You can use a couple of filters on the Ideas grid to identify appropriate ideas. You can now save this layout as a view to ensure that you and your peers can quickly view unapproved ideas with a high ROI and make effective decisions. 
To avoid creating multiple copies of nearly identical views, do not save a new view unless its properties are different from an existing view. A simple strategy is to create a core set of views that all users can share. Users can make small adjustments to these core views without necessarily saving new views. You can continue working in an unsaved view. However, to preserve your filters, settings, and grid configurations, save your view.
Follow these steps
:- In the main menu, clickIdeas.TheIdeaspage appears.
- Add the necessary columns to the grid and set the appropriate filters. TheUNSAVEDtag appears next to the VIEW field.
- UseVIEW OPTIONSto specify settings for theMONEY DECIMAL DISPLAYandNUMBER DECIMAL DISPLAYfields. UNSAVED appears for the current view
- ClickVIEW, SAVE AS.
- In the SAVE VIEWpanel, enter a new name. To replace an existing view, leave the same name. ClickSAVEand clickCONFIRM.
- ClickSAVE.The view is saved and remains active as your current view.
- To manage views, clickVIEW, MANAGE.
- On theMANAGE VIEWSpanel, click one of the two tabs:
- CREATED BY ME:This tab displays views that you created. To rename a view, select the view name and enter a new name. To delete a view, clickX Delete.
- CREATED BY OTHERS:This tab displays views that other users created. The tab displays the view name, owner, and options to hide or show the view in the views list.
- ClickXto close theManage Viewspanel.
Edit Ideas
As a Portfolio Manager or decision maker, you can edit ideas:
- Directly in the Ideas grid
- By using the Details Panel often called the flyout window
Edit Ideas Directly in the Ideas Grid
Example
: You are reviewing ideas and want to change the priority and start date of an idea that can deliver immediate value to your organization. 
Follow these steps
:- In the main menu, clickIdeas. TheIdeaspage appears.
- Use FILTER or VIEW to identify the idea you want to edit.
- You can now perform the following actions depending on the columns:
- Enter values directly in a column
- Select values from a drop-down list
- Select a date from the date picker
- Enter or clear check marks
In our scenario, the Portfolio Manager would identify the appropriate idea and double-click the value in the
Idea Priority
field to change the priority of the idea. They would then double-click the value in the Start Date
column and use the date picker to change the start date. If you have the
Idea - Edit - All
or the Resource Edit Ideas - All
access right, you cannot change the status of an idea to Approved
. You can edit an idea and change its status to Submit for Approval
.Edit Ideas By Using the Details Panel
The Details panel (often called the flyout window) has been introduced in
New User Experience
15.6.1 for the Ideas grid. This panel allows project owners and business users with access rights to configure which fields appear on the Details panel. Users can drag-and-drop new fields to the layout, adjust their position on the form, and save your settings in a view. User configuration changes remain in place for the different layouts available on the current page (for example, grid, board, list, or timeline). Users can make these changes in an unsaved view or preserve them in saved views that can be shared with other users. The ability to add, position, and remove fields helps empower user productivity. Less time is spent navigating to other pages to locate a field.Example:
When you review details associated with an idea, you want to validate if an idea has been approved and who has approved it before reviewing additional details. You can add these fields to the Details panel. 
Follow these steps
:- In the main menu, clickIdeas.The Ideas page appears.
- Use FILTER or VIEW to identify the idea you want to edit.
- Click any column associated with an idea in the Ideas grid to display theDetailstab.
- ClickCONFIGUREto display a list of all the attributes that are available for the Idea object.
- Drag-and-drop the relevant attributes to the Details layout where they are now available as fields that can be viewed or edited.
- Adjust the positions of fields on the Details layout by dragging and dropping them in relevant positions.
- After finalizing your changes save your view if you want other users to benefit from your changes.
Edit the Status of an Idea
You can change the status of an idea:
- If the status of an idea isUnapproved, you can only change its status toSubmit for Approval.
- If the status of an idea isSubmit for Approvaland you have rights to approve an idea, you can change the status toApproved,Rejected, orIncomplete.
- If you reject an idea or mark itincomplete, the owner of the idea can work on the idea.
- They can change its status toSubmit for Approvalso that you can review the idea again.
- If the status of an idea isApproved, you cannot change it toUnapproved; however, you couldSubmit for Approval.
Approve Ideas
As an owner or decision-maker with the appropriate access rights, you can evaluate and approve ideas. For example, after meeting your acceptance criteria, you want to approve an idea submitted by one of the employees in your organization.
Follow these steps
:- In the main menu, clickIdeas.TheIdeaspage appears.
- Locate the idea you want to approve in the Ideas grid. To assist your search, apply a saved view or use one or more filters.
- Double-click the value in theStatuscolumn and change the status toApproved.
Link Ideas to Roadmap Items
In a roadmap scenario, you can associate a roadmap item to an existing project, a custom investment, or an idea. You see only the projects, custom investments, and ideas for which you have at least view access rights. Once an idea is linked to a roadmap item, it cannot be associated with other roadmap items. See New User Experience: Top-Down Planning with Roadmaps.
Export Ideas
As a Portfolio Manager or decision maker, you can export data in the Ideas grid to a comma-separated values (CSV) file and work offline or import data into other systems. To learn more about exporting data, review the Export Grid Data to a CSV File section of the Getting Started with the Clarity PPM New User Experience page.
Follow these steps
:- In the main menu, clickIdeas.TheIdeaspage appears.
- Click Export to CSV.
The export converts percentage (%) values in grids to decimal values. For example, if the Planned ROI column in the grid has a value of 131%, it is saved as 1.31 in the exported CSV file.
Troubleshooting Tips and Tricks
Some of the common issues you can encounter while using the Ideas grid are:
You can encounter this error message if you are trying to perform activities for which you don't have appropriate rights. An example is when you have the
Idea - Edit - All
right and try to create an idea. You can only create an idea if you have the Ideas - Create
right. CMN-0009: Attribute 'Status' has invalid Lookup Value '4'
You can encounter this error message if you are trying to change the Status of an idea but don't have the appropriate rights. An example is when you have the
Idea - Edit - All
right and try to change the status of an idea to Approved
. You can only approve an idea if you have the Idea - Approve - All
or the Resource - Approve Ideas - All
right.