Viewing and updating idea details
Idea Contributors can view and access any idea created in the application.
After an idea is created, the idea contributor creator of the idea can update the idea details like summary, description, problem solved, benefits, and attachments, while the status is 'Below Review Threshold'. The Idea Manager assigned to the idea, the Portfolio/Program Manager of the portfolio/program (if the idea is related to a portfolio/program), and Portfolio Master, can edit the idea if the status is 'Below Review Threshold' or 'Under Review'.
To update an idea
- Open an idea, in different ways:
- Log in to BMC Helix Digital Workplace and click the Idea tab and click the required idea ID.
- Log into the Portfolio Management application:
- Navigate to Workspace > Ideas and click the required idea ID.
- Navigate to Portfolio/Program console, click the portfolio/program ID to open the respective workspace, go to the Ideas tab and click the required idea ID from the list.
On the idea details page, click Edit, and perform any of the following actions:
Action
Description
Change the basic idea details
Idea contributor can update basic details of those ideas which he/she has created while the status is 'Below Review Threshold'. The basic details fields are:
- Summary
- Description
- Problem Solved
- Benefits
- Attachments
The assigned idea manager and portfolio/program manager (if an idea is related to a portfolio/program) can update basic details in any status.
Assign idea manager
By default, new ideas are assigned to the idea manager specified in Configuring-Idea-Management.
The idea manager assigned and the portfolio/program manager (if an idea is related to a portfolio/program) can reassign the idea:
- Click the Associate button next to the idea manager field.
- A blade window is opened with a list of idea managers. Select the new idea manager and click Select.
Change the advanced idea details
Idea manager can update advanced details of those ideas to which he/she is assigned as Idea Manager. The advanced details fields are:
- Portfolio/Program
- Type (Requirement or Demand)
- Reported Source
Important: Portfolio/Program and Type are required fields to accept the idea.
- Click Save to apply the changes.
Header functions
Opening an idea, you can also view functions (bottoms) related to the idea in the header.
The following table describes the idea functionalities that you can view for your reference:
Header button | Purpose |
|---|---|
Resources | This button is visible to users who have the role of a resource contributor and if resource management is activated for Ideas. To get further details refer to Configure-source-entity-type. |
Timecards | This button is visible to users who have the role of a resource contributor and if resource management is activated for Ideas. To get further details refer to Configure-source-entity-type. |
Accept | This button is visible in 'Under Review' status to the users: Idea Manager of the idea, Portfolio/Program Manager of the portfolio/program, and Portfolio Masters. To accept the idea, click Accept. For more information, see Accepting-or-rejecting-ideas. |
Reject | This button is visible in 'Under Review' status to the users: Idea Manager of the idea, Portfolio/Program Manager of the portfolio/program, and Portfolio Masters. To reject the idea, click Reject. For more information, see Accepting-or-rejecting-ideas. |
Vote Up | This button is visible in 'Below Review Threshold' status. User 'Vote Up' the idea, see Voting-for-an-idea. |
Vote Down | This button is visible in 'Below Review Threshold' status. User 'Vote Down' the idea, see Voting-for-an-idea. |
Other idea tabs
Other than the basic or advanced details of an idea, you can also view certain tabs that provide more information about the idea.
The following table describes the idea tabs that you can view for your reference:
Idea tab | Purpose |
|---|---|
Vote History | Vote History tab shows all the voting done by contributors. For more information about voting ideas, see Voting an idea. |
Activity Log | The Activities tab on the idea details page displays activities and the history of the feedback that employees of the organization have made on the idea. For more information, see Viewing idea activities and adding activity notes. |
Related | Idea contributor creator of the idea and assigned demand manager can attach files to demand and view a consolidated list of all the documents added. For more information about documents related, see Managing-Documents. |