PPM Express Idea Dashboard allows users to provide the details for their ideas as for the Business Challenges.
How to get to the Idea Dashboard
To add your ideas to the challenge and get to the Idea Dashboard perform the following:
1. Open the Business Challenges page.
2. Navigate to the challenge you would like to add an idea for and click the Submit Idea button.
You can also open and review the challenge first and then in the Ideas section of the Business Challenges Dashboard click the Submit Idea button.
3. Provide the name for your idea, fill in the fields as required.
4. Click Create Idea to save your idea.
The idea will be created in a draft state and the Idea Dashboard will be opened at once.
On the Idea Dashboard, a user who created this idea can provide the details and just leave the page, the information is saved automatically.
Please note: The ideas are created in a draft state. The user who created the idea or users with Manage Challenges and Ideas permission can set the Proposed state for the idea when needed. The ideas in the Proposed state can be seen for the user who created the idea and for users with Manage Challenges and Ideas permission.
Ideas can be activated or archived by the challenge manager or a user with Manage Challenges and Ideas permissions. The ideas in the draft version can be seen by users with Manage Challenges and Ideas permissions and by the user who created this Idea. The Idea can be edited or deleted by the user who created it only until it is in the draft or proposed stage.
As soon as the idea is activated or archived, the user who created this idea can no longer edit or delete it. Only users with Manage Challenges and Idea rights can manage ideas and challenges.
It is possible to change the stage for the idea from the Idea Dashboard page or from the Business Challenge Dashboard.
Also, it is possible to set back the Draft state for the proposed and/or active ideas.
Configure button in the left upper part of the page allows to perform the following:
1) Open the Configure Sections menu. This menu allows hiding the unused sections by unchecking the corresponding check-boxes or rearrange their order (by click and drag).
Please note: Configure option is available for users with Manage Challenges and Idea permission only.
The following sections can be added to the Idea Dashboard:
Please note: Using the 'Busines Challenges' field on the details section you can select the challenge where the idea belongs (or move the idea to a different challenge)).
- Resource Plan
- Strategic Alignment
- Decision Matrix
2) Using Configure option it is also possible to Save and Apply Layouts on the Idea Dashboard.
Please note: To be able to save the layouts of the page, Manage Configuration permissions are required.
3) Delete option allows deleting the Idea.
Please note: Ideas can be deleted by a user with Manage Challenges and Ideas permission. Also, ideas can be deleted by users who created ideas only until it is in the draft version.
Details section - allows providing the most important information as for the idea.
Configure Fields button in the right upper part of the section is used to show or hide specific fields from the list or to add a custom field or rearrange their order (by click and drag).
Please note: Only users with Manage Configuration rights can create new fields.
Risks section - allows adding risks to the idea.
To add a new risk click the New Risk button, provide the name for your risk, the details, and click create.
Configure Columns button is used to show or hide specific columns from the list or to add a custom field or rearrange their order (by click and drag).
Edit Risk and Delete risk buttons allow editing or deleting the selected risks.
Budget section - allows adding budget information to the Idea Dashboard.
This section uses the FluentPro Financials app allowing editing the Idea budget. Viewing or editing budgets can only be done by the users, who have Manage budgets permission enabled in their account settings.
If you would like to change the currency for the PPM Express tenant, please refer to this article to find a step by step instruction.
Resource Plan section - allows planning the resources for the idea. The time that you plan in the Resource Plan section of the Idea Dashboard does not influence the resource capacity or availability of the projects or other ideas. This section is used for planning only and displays resource availability, capacity, etc. for the correct planning. Resources are in the Proposed state only within the Idea Dashboard, it is not possible to commit the resource for the idea.
However, if the project is initiated out of the Idea, Resource Plan section information will be transferred to the Resource Plan section of the initiated project and the planned hours will be taken into account for these resources across the application.
Strategic Alignment section - shows all strategic priorities on the organization level that are added to the Strategic Priorities page. By default, the impact of the strategic priorities in this section is set to N/A.
Users who create and manage ideas can decide how organizational priorities impact the specific idea by setting the Impact of each priority in the Strategic Alignment section.
As the impact is set for each priority in the Strategic Alignment section on the Idea Dashboard, the Alignment Score field in the Details section is populated with the value. This value takes into account the Importance of the strategic priorities set on the Strategic Priorities page and the Impact set by the idea manager in the Strategic Alignment section. The percentage in the Alignment Score field shows the idea of compliance with company strategic priorities.
The higher the number in the Alignment Score field, the more the idea is consistent with the priorities of the company.
If there are any changes in the priorities on the Strategic Priorities page (changes in the Importance of the strategic priorities, new priority added, the priorities are edited or deleted, the priority activated/deactivated), business challenges and ideas managers will see a message in the Strategic Alignment section as for the changes on the Strategic Priorities page.
If the business challenges and ideas manager clicks the Apply Changes button, the changes will be applied automatically and the Alignments Score field will be recalculated according to the changes applied.
Please note: Only users with Manage Challenges and Ideas permission will see the message as for the changes on the Strategic Priorities page.
Decision Matrix section - helps to make decisions as for ideas efficiency and benefits for your organization. You can set Impact, Risk, Cost, Revenue, and Efforts values for your idea and based on the given values make a decision whether it is worth continuing with this idea.
To find step by step instruction on how to create and manage Challenges and Ideas, please refer to this article.