An idea is a potential project awaiting authorisation to be worked on.
To turn an idea into an active project, you must approve the idea. Approving a project communicates to all viewers of the portfolio that the organisation has decided to proceed with the idea.
Only named users have permission to authorise a project. The project owner controls permissions.
To approve an idea:
Enter the portfolio to which your idea belongs.
Select the ‘Projects’ tab to see the list of all projects.
Select the idea you wish to approve.
You should now be on the ‘About’ tab of the idea.
Press the edit button on the top banner.
Use the control to APPROVE or DECLINE the idea. If you wish, you can add a text comment to explain the decision.
- Press the save icon on the top banner
Any ideas you approve will now be considered an approved project and will contribute to the portfolio totals.