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.

  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.

    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.

  4. Select the Approve button.

After selecting Approve, the Idea will be approved for conversion.