Introduction
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My Objects → My Objects panel→ Click on the ID of the required idea → Idea panel → Idea Core Data
Information
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In this module, the core data and parameters of an idea are created and maintained.
Notes
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Whether the current user is authorized to change, or to only view data in this module, depends on his/her rights.
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The Idea Core Data module is opened by default when an idea is created.
Create New Idea
Procedure
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The process of creating a new idea can be launched from various modules by using the New Idea button or the New idea link in the user menu.
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Then, the empty New Idea creation module opens, in which the Idea Title is determined.
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Confirm the entry with Create.
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Then, the empty Idea Core Data module opens within more idea data can be entered.
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Save.
Details
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Now, the base for the idea is created. You are advised to also define the most important basic data and key dates in this step. Any additional data can be added at a later point in time.
All users who have access to the module are authorized to create new ideas. No further authorization is needed.
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Exception: if the Idea Core Data is opened from the overview modules (e.g. the Planning Objects Grouped module) via the New planning object button. In this case, the user must possess multi-project manager or multi-portfolio manager rights.
Title page
Delete Idea
Procedure
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Click on the options menu in the title bar of the idea panel, and then select Delete Idea.
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The Delete module, in which the idea can be deleted, will be opened.
Users with Multi-Project Manager or Multi-Portfolio Manager rights have authorization for ID changes, for locking/unlocking, and for deleting proposals, as well as for deleting ideas.
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Users who have Project Manager rights can delete their own ideas and proposals, as well as change the proposal ID.
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If the user does not have any of these authorizations, no options menu with these functions appears in the title bar of the respective module panel.
Idea Header Data
Mark Idea as a "Favorite"
Information
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Projects which are marked as favorites are displayed in the User Menu of the logged-on user at the top of the Favorites area. This allows you to access ideas more quickly from the user menu without navigation.
Procedure
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Click on the blue star symbol directly next to the header bar. The star turns yellow and the idea has thus been turned into a favorite.
See also: In-depth information on the User Menu and its structure
Basic Data
Information
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The area of the same name contains idea core data like, e.g., Customer, Group 1, etc.
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The descriptions of the individual parameters can be retrieved directly from the program by pressing F1, or they can also be found here.
Change or Delete Idea Image
Information
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The project image is displayed to the right of the core data.
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When you create a project, the image which is defined as standard image for projects in the Global Settings is automatically inserted.
Image specifications
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Ideal image format: 4:3
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Ideal image size: min. 200 x 150 px
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Supported file types: *.jpg, *.jpeg, *.png, *.bmp
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Maximum file size: 10 MB
Change image
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Click on the image.
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The file manager is opened. Select the required image file and click on the Open button.
Delete image
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Hover the mouse cursor over the image and click on the X which is displayed in the upper right corner. Save.
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Subsequently you can insert a new image (see procedure below). In order for the new image to be displayed correctly, you have to save between the deletion of the old and the insertion of the new image.
Insert a new image
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If the image was removed, the following text will be displayed instead of an image: "Please click here to change the image or to insert a new one".
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Click on the text.
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Select the required image file and click on the Open button.
Key Dates
Information
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In the Key dates area, the time frame of the idea is defined.
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When creating an idea, Requested start and Requested end can be defined.
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After the schedule has been created, other fields in this area will be calculated automatically during scheduling.
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Descriptive Data
Information
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In the Descriptive data area, further information on the idea can be entered in so-called continuous text fields which allow for longer text input, e.g. Description, Scope and delimitation, etc.
Convert Idea into Proposal or Project
Information
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If there already is an idea which is to become a proposal or project, project management administrators/PMOs can set the Type parameter in the Edit Planning Objects module of the idea to proposal or project. The idea will thus be converted into a proposal or project. Previously recorded data will be retained and remain modifiable.
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Another option for conversion is to work with process models. In particular process models, the planning object type can be changed by phase transitions. For further information on this topic, please click here