Create and maintain ideas (03:06)

Try It!

While every organization is likely to describe and use ideas differently, capturing and recording ideas supports a strong organizational memory and ensures that good ideas don’t get forgotten.

Ideas that get approved will become proposals, which again, if approved will become projects. You are not always necessarily required to create and use ideas as you can also create new proposals or projects directly.

To create and maintain ideas:

  1. Ensure you are in Portfolio IQ, and click Ideas in the Innovations section.

  2. Click + New from the command bar.

  3. Complete the Idea pane with as much information as you have now.

  4. The Idea Name field is mandatory.

  5. If appropriate, mouse over the Related Challenge field to associate the Idea with a Business Challenge.

  6. Search for and select the appropriate Business Challenge.

  7. Click Save & Close.

Download Job Aid: Creating and maintaining ideas


Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.

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