Creating a Proposal from an Idea

Only users with the appropriate permission can create a proposal from an idea. Depending upon the work-flow, Ideas may need to be approved before they can become proposals. Irrespective of this, the first step to creating a proposal from an Idea is to click on the title of the Idea in the Ideas section of My Work.

1. On the Ideas page, click the icon next to the Idea you want to select and choose Workflow > Accept Idea & Create Proposal. You have now created a new proposal and will be taken directly to the Proposal Details page.
2. Assign the initial team to the proposal and save your changes for the proposal to be sent to a Proposal Approver. Once a proposal has been approved, a project can be created out of that proposal.

   Note: An email is sent to the user who created the idea (and the idea router, if any) to notify them that a proposal has been created from their idea.

Related Topics

Ideas

Working with Ideas

Creating an Idea

Editing an Idea

Searching for Ideas

Using Ideas List Filter

Assigning an Owner for an Idea

Re-opening an Idea

Rejecting an Idea