Approve an Idea
In PowerSteering, an Idea is a noteworthy thought for consideration. Ideas can be submitted for review and subsequently be approved and converted into a Project at any time.
Once an Idea has been created and submitted for approval, any user with the "Approve / Reject Idea" Project Tasks permission on the Idea can approve it. Once approved, an Idea can be converted to a Project.
To approve and Idea:
Before You Start: Users require the "Approve / Reject Idea" Project Tasks permission on an Idea in order to approve it.
-
Navigate to the Idea.
-
Select the Approve button in the top right-hand corner of the Idea's Summary page.
Note: If you cannot see the Approve button, review of the Idea has not been requested yet.
-
(Optional) Type a comment into the text box before approving.
Note: If you cannot see the Approve button, review of the Idea has not been requested yet.
Tip: This is a great opportunity to offer advice or raise concerns before the Idea becomes a Project.
-
Select the Approve button.
After selecting Approve, the Idea will be approved for conversion.