Start a workflow project from an idea as a steering committee member
- On the Workflow page, select Hopper.
- In the hopper, next to the approved idea,
select expand
. - Next to Methodology, select Edit.
- In Assign to (on start), enter a user name or select Set to current owner. To change the current user, select
, then enter a different user name. - From Methodology, choose the methodology the team will use to execute the project. A methodology is the set of phases, reviews, and requirements the project must go through before it can move to the Completed stage.
- Under Review Board, enter the names of the users who will review the project at its various phases.
- (Optional) Under Phases, enter due dates for any or all the phases. The project due date is the last chronological due date that you enter for any phase.
- Select Save.
- Select Start Project. Engage creates a project from the approved idea and moves it to the Active stage. Then, the new project owner and all members of the review board are notified.
Start a workflow project from an idea as an idea owner (if available)
Owner-started projects allow idea owners to start projects from their own ideas in the hopper without having to wait for a steering committee member to start the project.
If your subscription is configured to allow owner-started projects, then the Start Project button will be available next to your approved ideas in the hopper when you sign in to your subscription.
For data architects: To learn how to configure the subscription to allow owner-started projects, go to Customize the Workflow page.
- On the Workflow page, select Hopper.
- In the hopper, next to the approved idea, select expand .
- Next to Methodology, select Edit.
- From Methodology, choose the methodology the team will use to execute the project. A methodology is the set of phases, reviews, and requirements the project must go through before it can move to the Completed stage.
- Under Review Board, enter the names of the users who will review the project at its various phases.
- (Optional) Under Phases, enter due dates for any or all the phases. The project due date is the last chronological due date that you enter for any phase.
- Select Save.
- Select Start Project. Engage creates a project from your approved idea and moves it to the Active stage. Then, you, as the new project owner, and all members of the review board are notified.
Note
Before you submit an owner-started project for review, open the project in the desktop app and complete all required fields.
Create a Quick Start project (if available)
Quick Start projects allow steering committee members to skip the first two stages of workflow and start projects that are ready to go in the Active stage.
If your subscription is configured to allow Quick Start projects, then steering committee members can start projects without having to submit an idea. When a steering committee member creates a Quick Start project, Engage creates a project and saves it to the Active stage where the steering committee member can start the project immediately.
For data architects: To learn how to configure the subscription to allow Quick Start projects, go to Customize the Workflow page.
- On the Workflow page, select Quick Start Project.
- Enter a name for the project.
- If your subscription has multiple steering committees, choose the one that controls the assignments for this project.
- In Assign to (on start), enter a user name to assign a project
owner. To change the current user, select , then
enter a different user name.
- From Methodology, choose the methodology the team will use to execute the project. A methodology is the set of phases, reviews, and requirements the project must go through before it can move to the Completed stage.
- Under Review Board, enter the names of the users who will review the project at its various phases.
- Under Phases, enter due dates for any or all the phases. The project due date is the last chronological due date that you enter for any phase.
- Select Start Project. Engage creates a project from the approved idea and moves it to the Active stage. Then, the new project owner and all members of the review board are notified.
Note
Before you submit a Quick Start project for review, open the project in the desktop app and complete all required fields, including any required fields in the Idea and Hopper stages.
