Idea management console


The Idea Management console provides a single point where Idea Contributors like employees, customers, and partners of an organization, can consult, vote, and evaluate ideas.

There are two ways for users to access the Idea Management console:

  • Log in to the Portfolio Management application and select Workspace > Ideas.
  • Log in to the BMC Helix Digital Workplace and click the Idea tab.

The following figure shows the options once you access the Idea console.

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The following table describes the Idea console UI elements:

Annotation

UI element

Description

1

Navigation bar


Access menus

Navigate to the following options available in Portfolio Management application:

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Messages: Shows the notifications for your profile.

For example, when a project task is assigned to the currently logged in user, they will get a notification that will appear under this bell icon.

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Application Settings: Shows the configuration settings in Portfolio Management application.

For more information, see Administering.

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Application Launcher: Contains all the applications, offered by BMC. Click to launch the Reporting dashboard and access reports.

For more information, refer to Viewing Reports.

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My Profile: Displays the following user options:

  • My Competencies: Redirects the users to the My Competencies section, where they have different consoles to add and manage their qualifications, trainings and examination certificates and keep track of their assessment history. For more information, see Managing My Competencies.
  • Log Timecards: Redirects the user to the Timecard Dashboard, where they can enter a new timecard. For more information, see Timecard Dashboards
  • My Availability: An availability tag that can be applied to a user's profile to show they are available for assignment.
  • My Preferences: A field to enter the preferred language of the user.
  • Sign Out: Click to log out of the application.

2

Workspace

List of Ideas.

3

Idea ID

Open an idea.

4

Search grid

Search for an idea by entering the keywords or idea ID.

5

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Filter the listed records by entering or selecting values.

For example, you want to view ideas with type Requirement. To view these records, in the Filter list, select Requirement from the Idea Type field and click Apply.

You can use preset filters that are available for cases, tasks, and knowledge articles to narrow down your search. Preset filters are filters that are available out of the box for cases, tasks, and knowledge articles. Learn more about creating filters in Defining filter presets to search records.

6

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Modify the visible columns in the workspace.

The list of columns contains -

  • Created by
  • ID
  • Idea ID
  • Idea Manager
  • Idea Type
  • Modified Date
  • Portfolio
  • Primary Label
  • Status 
  • Summary 
  • Vote Count

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*