Approve an Idea

In PowerSteering, an Idea is a noteworthy suggestion that an organization should consider pursuing. Ideas provide a simple way to capture and review potential initiatives before committing any resources. Ideas can be submitted for review and subsequently be approved and converted into Projects (or any type of work item) 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.

Note: "Idea" is a Replaceable Term in PowerSteering. Your organization may use a different term.

Tip: To be notified when an Idea is ready for approval, users must subscribe to the "Idea Approval Request" Alert Subscription. Administrators should consider using Role-based Alert Subscriptions to add this alert to Roles designated for approving Ideas.

Tip: Ask yourself the following questions while deciding to approve an Idea:
- Does it align with organizational goals?
- Does it duplicate another initiative that already exists?
- Do the expected benefits justify the costs?
- Are there enough Resources to execute the proposed Idea effectively?
- Does it pose any significant Risks?
- Are key sponsors or stakeholders interested in supporting it?

 

To approve and Idea:

Before You Start: Users require the "Approve / Reject Idea" Project Tasks permission on an Idea in order to approve it. Additionally, a user must request approval for the Idea before it can be approved (unless the Idea Hopper has been configured to automatically request approval upon creation).

  1. Navigate to the Idea.

  2. 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.

  3. (Optional) Type a comment into the text box before approving.

    Tip: This is a great opportunity to offer advice or raise concerns before the Idea becomes a Project.

  4. Select the Approve button.

After selecting Approve, the Idea will be approved for conversion. It will automatically receive an "On Track" work status.