D1.1: Create Idea

Description

The Idea Creator creates an idea in Clarity.

Detailed Steps

Step 1: Log in to Clarity.

Step 2: Create Idea.

1. Click Ideas Icon.

2. Select Basic Idea View.

3. Click New from Template button.

Step 3: Select Template.

1. Select the correct Template from the list.
2. Click Next Button

Step 4: Enter Idea Details.

1. Enter Subject of Idea.
2. Select Originating Requestor from drop-down list.
3. Select Requestor Area from drop-down list.
4. Select Manager from drop-down list.

5. Select Park/Gate from drop-down list.
6. Select Land from drop-down list.
7. Enter Start Date and Finish Date from date picker.
8. Select Fiscal Year from drop-down list.
9. Select Tied to Fiscal Year from drop-down list.
10. Enter the Deliverables associated with this Idea.
11. Select Department (Cost Center) if needed from drop-down list.
12. Confirm the Finance person for the project from the drop-down list.
13. Click Create.