New User Experience: Capture, Develop, and Approve New Ideas
ccppmop157
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 following layouts to refine and categorize your ideas:
- Grid:Use the grid to fill in more granular details in ideas for personalized view to see relevant columns and capture the required information quickly and efficiently. You can sort, filter, and can configure the view to suit your needs for better data entry.
- Board:View ideas that are categorized by priority, status, type, or other criteria. You can view the ideas as cards which you can drag-and-drop to arrange in columns.
Use the Ideas feature in the Clarity PPM
New User Experience
to create, edit, review, and approve ideas as follows:3
Prerequisites
Before using Ideas, 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
.Manage Ideas Using Grid View
You can manage ideas from the grid view as follows:
- View Idea Grid
- Create and Manage Grid Views
- Create an Idea in Grid
- Convert Idea to Project From Template
View Idea Grid
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.The Ideas page 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.Refer tothe Idea Approval Process section of the Manage Ideas page for more information.To show or hide fields in the Ideas grid, clickColumn Panel.
Create and Manage Grid 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.
Create an Idea in Grid
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.
- Click the (+) plus icon to 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.
Convert Ideas to Project Using Templates
You can now convert an approved idea into a project using template.
Prerequisites
As an administrator verify that the idea is in Approved state and ensure that the following user access rights are assigned to enable users to convert ideas to projects.
- Ideas Navigate
- Idea View
- Resource hard book instance rights on particular users
- Project Create from Template
- Project view on Templates
- Projects Navigate
- Project - Cost Plan - Edit All
- Project - Benefit Plan - Edit All
- Project - Budget Plan - Edit All
- Project Create from Template
- Project view on Templates
Example:
Sid a demand manager has evaluated and idea, determined it has value and wants to convert the idea to a project so that his idea evaluation details carry forward and can be implemented as a project. Sid reviews all the ideas at a weekly idea meeting and shortlists the ideas. Nicole the project manager, reviews the ideas and observes that some of them contain substantial data and can be of significant value. Nicole approves the shortlisted ideas. Sid then converts the approved ideas into projects using predefined project templates. When he converts an idea to a project, he gets the following options to:- Copy Financials:Allows you to include any financial data from the idea to the project.
- Copy Team:Allows you to include any resource or role staffing data from the idea to the project.
Note the following points:
- The idea that is converted into a project can be executed as a project. After converting an Idea to a Project, the Idea status (in the Grid & Board) is updated toConverted.
- After converting an Idea to a Project, the Project Grid can be configured to include theOriginating Ideacolumn for added visibility.
- After converting an Idea to a Project, the Project flyout can be configured to include the “Originating Idea” for added visibility.
- The Project Board cards can also be configured to include theOriginating Idea.
- You can include the originating idea status in the grid, the card view options and in the details panel.
- You can use the same idea to create multiple projects.
Follow these steps:
- Log in to Clarity PPM New User Experience.
- Navigate toIdeas, right-click an approved idea, and selectConvert to Project.
- Select a template.
- Select the following options as applicable:
- Copy teamWhen you use thecopy teamoption, the team members and associated allocations are added to the Staff tab of the project. You can use the Staff tab of the project to edit the staff and allocations for the project
- Copy Financials
- ClickCREATE.
- The newly converted idea opens as a project in the Project Tiles page. Note the following points
- The idea is now converted into a project and can be executed as a project. The status of the idea displays Converted.
- You can include the originating idea status in the grid, the card view options and in the details panel.
Note:
When you convert an idea to a project using a template, the roles and respective allocation associated with the idea are included. If the you select to copy the Idea Team to the Project and the selected Project template includes a set of roles, the Project Staff grid will include both the resources copied from the Idea and those from the Project template.Manage Ideas Using Board View
- View Idea Board
- Create and Manage Idea Board Views
- Create Idea From Board
Board View Standard Features
- Show and Hide ColumnsYou can use the Columns panel to show and hide columns in the board layout.
- Use the Details Panel to Edit InformationYou can use the Details panel to view and update fields in the Board layout. The Details Panel is available as two-column layout, which can be resized to take up 75% of your screen. The Details layout allows you to include two fields in per row. You can horizontally drag any field to occupy one or both columns of the layout. You can vertically resize string and large string datatypes. To learn more review the Edit Information by Using the Details Panel topic on this page.
- Use the Filter Locate Relevant RecordsYou can apply one or more filters to search for data that meets your filter criteria.
View Idea Board
You can drag and drop cards on the board layout for ideas. Cards have the following characteristics:
- Cards can also display numeric data and values (you can adjust the appearance of the data from View Options)
- Cards appear in your choice of colors based on the value you select in the Color By field in View Options. Your color selections appear in the legend and are saved with the view.
- Card titles default to the Name field. If you configure a default value for the Name field in Studio, the application uses that value when creating cards. Without a default value, new cards show New Item as the default name.
- You can change the field used by the cards to display their names. In View Options, select any string attribute.
- You can configure cards to display up to four (4) additional fields in any order (use View Options). When additional fields are selected, the name of the fields appear in the legend area.
- You can configure cards to display up to three (3) numeric metrics in the order that you select. The name of each metric appears in the legend.
Example
:Nicole a Program Manager needs to view ideas and be able to quickly arrange them in various columns to categorize the ideas based on priority. She can drag-and-drop ideas to change their status from Unapproved to Submitted for Approval and then to Approved.
Follow these steps:
- In the main menu, clickIdeas.The Ideas page appears.
- Click theBoardicon.
- Ideas are listed in board view.
- When viewing the board for the first time, ideas are arranged as follows:
- Work Status appear as Columns
- Idea name appears as Card Title.
- ClickView Options.
- UnderBOARD OPTIONS:
- COLUMNS: Select the attribute that you want the board to use for each column.
- COLOR BY: Select the attribute that you want the board to use for the color of each card.
- UnderCARD OPTIONS:
- CARD TITLE:Select a string attribute to appear at the top to identify each card on the board.
- CARD FIELDS:Select up to four (4) attributes to appear on the face of each card in the order selected.
- CARD METRICS:Select up to three (3) attributes to appear along the bottom of each card to convey meaningful status information or metrics.
- To configure your own display attributes, choices, and the color of each value, clickMANAGE PICKLISTS.
- PICKLIST NAME:Enter a name for your picklist. Each picklist you define can be applied to the current project only.
- ADD CHOICE:To add a value for your picklist, click ADD CHOICE. Edit the name and color for each choice.
- When finished, clickDONE.
Create and Manage Idea Board Views
Clarity PPM supports the modification and saving of views by multiple users. You can personalize the Ideas board to see relevant columns, quickly manage idea status, and capture the required information efficiently. You can also save your personalization as views that you can access later. Each user can modify their own saved views or work in an unsaved view. You can save your filters, your preferences in View Options, the configuration of the Details panel, and your configuration of board columns and cards. The saved views are also available to all users with access to the Ideas board.
Follow these steps:
- In the main menu, clickIdeas.The Ideas page appears.
- Click theBoardicon to switch to board view.
- Use the column picker to add the necessary columns.
- Set the appropriate filters.
- UNSAVEDtag appears next to theVIEWfield.
- ClickView Options, configure theBOARD OPTIONSandCARD OPTIONS.
- ClickVIEW,SAVE AS.
- In theSAVE VIEWpanel, enter a new name.
- To update an existing view, select the existing name.A confirmation message appears.
- ClickSAVEand clickCONFIRM.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 the views that you created. To rename a view, select the view name and enter a new name. To delete a view, click X 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 the Manage Views panel.
Create Idea From Board
You can capture demand for new products, projects, services, applications, and other investments by creating and developing new ideas from the Idea board.
Follow these steps:
- In the main menu, clickIdeas.The Ideas page appears.
- Click theBoardicon.
- Ideas are listed in board view.
- Click the (+) plus icon to add a new idea. Alternatively clickNEW CARDin a column.New idea card appears. The Details panel opens.
Common Functionalities Across Ideas Grid and Board
The Ideas Board and Grid leverages the generic board component and includes Details, Columns, Filter, View Options, Legends, and Picklists.
- Edit Ideas
- Update Idea Status
- Use Filters to Identify Ideas
- Associate Ideas with Blueprints
- Associate Ideas with OBS Units
- Link Ideas to Roadmap Items
- Export Ideas
Edit Ideas
As a Portfolio Manager or decision maker, you can edit ideas using the following options:
- Edit Ideas Directly in the Ideas grid
- Edit Ideas By using the Details Panel (often called the flyout window)
Edit Ideas Directly in the Ideas Grid
Example
: As a Portfolio Manager you are reviewing ideas and want to change the priority and start date of an idea that can deliver immediate value to your organization. You can identify the appropriate idea and double-click the value in the Idea Priority
field to change the priority of the idea. You can 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
.The following GIF displays how to edit an idea in the ideas grid.

Follow these steps
:
- In the main menu, clickIdeas. TheIdeaspage appears.
- UseFILTERorVIEWto 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
Edit Ideas By Using the Details Panel
The Details panel (often called the flyout window) allows project owners and business users with access rights to configure which details appear in the idea. The ability to add, position, and remove fields helps empower user productivity. Less time is spent navigating to other pages to locate a field. You can use the Details panel from Grid or Board layout to edit an idea.
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.Note the following points about the Details panel:
For more information about Details panel see, .
- You can drag-and-drop new fields to the layout, adjust their position on the form, and save your settings in a view.
- The configuration changes remain in place for the different layouts available on the current page (for example, grid or board).
- You can make these changes in an unsaved view or preserve them in saved views that can be shared with other users.
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.
The following GIF demonstrates how to configure the fields in the Details panel.

Follow these steps
:
- In the main menu, clickIdeas.The Ideas page appears.
- SelectBoardorGridlayout.
- UseFILTERorVIEWto identify the idea you want to edit.
- Click any column associated with an idea in the Ideas grid to display thetab.Details
- ClickCONFIGUREto display a list of all the attributes that are available for the Idea object.
- Drag-and-drop the relevant attributes to theDetailslayout where they are now available as fields that can be viewed or edited.
- Adjust the order of fields on theDetailslayout 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.
Update Idea Status
- 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 couldchange it toSubmit for Approval.
Grid:
In an idea grid you can change the status of an idea inline in-line in the row or from the Details panel.
Board:
In the idea board, if you have arranged the ideas by status in the columns, you can drag and drop the ideas in the relevant column to change the status of the idea.
Follow these steps
:
- In the main menu, clickIdeas.The Ideas page appears.
- Locate the idea you want to approve in the Ideas board.Tip!To assist your search, apply a saved view or use one or more filters.
- Use theDetailspanel to change the status of an idea from grid or board view.
- Alternatively you can change the status in the grid or board layout as follows:
- Grid:Double-click the value in theStatuscolumn and change the status in idea grid.
- Board:Drag and drop the idea to a specific status column if the ideas are arranged by Status.
Filter Ideas
You can also use the filter 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.
You can use the Filtering capabilities to quickly sort through and identify relevant ideas. For more information about Filter see,
.
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
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. For more information 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. For more information about exporting data, see
Export Grid Data to a CSV File
in Getting Started with the Clarity PPM New User Experience
. Follow these steps
:- In the main menu, clickIdeas.TheIdeaspage appears.
- ClickExport 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.