Reassign ideas and projects

If you are a steering committee member, you can reassign an idea or a project to a different steering committee. You can also reassign review board members and phase due dates for an active project.

Reassign an idea or a project to a different steering committee

Steering committees are assigned based on a selection the user makes on an idea form and how the data architect has configured workflow. For example, a data architect can configure workflow to route ideas by business unit, department, location, and so on. When a user selects an option from the designated routing field on an idea form, the idea is routed to the appropriate steering committee. If necessary, a steering committee member can reassign an idea or an active project at any time; however, the steering committee is only notified when an idea is reassigned.

  1. In the web app, on the Workflow tab, do either of the following:
    • To reassign an idea, click the Idea stage or the Hopper stage. When you reassign an idea, the new steering committee is notified and becomes responsible for rejecting or approving the idea, and if approved, starting the idea as a project, assigning a project owner, and setting the phase due dates.
    • To reassign a project, click the Active stage.
  2. Click expand next to the idea or the project.
  3. Next to Steering Committee, click Edit.
  4. In the Edit Steering Committee dialog box, choose a different steering committee.
  5. Click Save.

Reassign review board members and phase due dates

When a steering committee member selects a methodology to start a project in the hopper, they must assign users to the various roles on the review board. Optionally, steering committee members can also assign due dates for each of the methodology's phases. If a review board member cannot fulfill their commitment to review a project, or if a phase due date needs to change, a steering committee member can reassign review board roles and phase due dates for an active project at any time.

  1. In the web app, on the Workflow tab, click the Active stage.
  2. Click expand next to the project.
  3. Next to Review Board, click Edit Assignments.
  4. In the Edit Assignments dialog box, reassign review board roles and phase due dates as needed.
  5. Click Save.
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