• 1.  Idea to Project

    Posted 10-24-2021 07:05 AM
    Hello Everyone - Below are the questions I have on Idea to Project conversion.

    1.After Status of Idea is Approved, then we get "Convert" button - Can't we make that Status back to other value, other than "Approved" ?

    2. Clarity PPM is allowing to convert same Idea into Project, Asset, Product ( other types) multiple times - I mean same Idea could be used to convert into Project many times - But why is that? just simply the functionality ?

  • 2.  RE: Idea to Project

    Broadcom Employee
    Posted 10-25-2021 04:45 AM
    Hi Jaya,
    By design the convert button appears when the idea is approved.
    You can however create a process on the idea object with a system action to convert the idea to a project. You can do so with an auto-start condition on the idea status being Submitted for Approval or any other.
    Once the idea status is updated to that value, the idea conversion process will trigger and the idea will be converted. At that moment the idea status will change to converted.
    The convert button will also be available and you can manually convert that idea to a project/asset/application.... as many times as wanted. That is the functionality in Clarity per design