Intake - My Ideas and Requests

What Is My Ideas and Requests in OnePlan?

My Ideas and Requests is the OnePlan feature used to capture, review, and prioritize ideas or project requests before they become part of an initiative portfolio. It provides a centralized place where brainstorming and incoming requests are evaluated, compared, and prepared for planning.

What you will understand
How ideas and requests are captured, evaluated, prioritized, and transformed into executable plans in OnePlan.

Who This Article Is For: My Ideas and Requests

This article is intended for:

• Team members who submit ideas or project requests
• Managers who review, evaluate, and prioritize proposed work
• Executives and decision-makers who need visibility into idea demand and innovation pipelines

How My Ideas and Requests Works in OnePlan

Capturing Ideas and Requests

My Ideas and Requests serves as the entry point for new ideas and project requests. Users record proposed work in a single, shared location so it can be reviewed consistently across the organization.

Tracking Lifecycle Progress

Each idea or request moves through defined Process Steps, which indicate where it is in its evaluation lifecycle. This allows stakeholders to quickly understand status and readiness.

Evaluating and Prioritizing Demand

Ideas and requests can be prioritized using a Prioritization Score or by manually adjusting their order. This helps organizations distinguish higher-value proposals from lower-priority ones before committing resources.

Advancing Ideas into Execution

When an idea is approved and ready, it can be reorganized into a Project or Epic, allowing detailed planning and execution to begin.

Visualizing Ideas for Decision-Making

Ideas and requests can be viewed in multiple formats, including lists, boards, and dashboards, to support different analysis and reporting needs.

Key Components of My Ideas and Requests

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  My Ideas
  The main OnePlan area where ideas and requests are captured, reviewed, and managed before entering the portfolio.

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  Idea / Request
  An individual proposed item of work that represents a concept, enhancement, or project request.

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  Process Step
  A lifecycle indicator that shows the current evaluation stage of an idea or request.

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  Prioritization Score
  A scoring mechanism used to rank ideas and requests based on their relative importance or value.

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  List View
  A tabular view that displays ideas and requests grouped and sorted by selected fields, such as Process Step.

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  Board View
  A visual view that organizes ideas by categories such as lifecycle stage, category, or priority.

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  Dashboard View
  An executive-level visual view that summarizes ideas and requests using charts and metrics.

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  Reorganize
  A capability that converts an idea or request into another plan type, such as a project or epic.

How My Ideas and Requests Fits Into OnePlan

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  Portfolio Planning
  Ideas and requests are evaluated in Intake before being included in the initiative portfolio.

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  Execution Planning
  Approved ideas can be converted into projects or epics for detailed execution planning.

•  

  Reporting and Dashboards
  Dashboards provide visibility into idea volume, status, and prioritization for leadership review.

Common Scenarios: When to Use My Ideas and Requests

• When a team member needs a formal place to submit a new idea or project request.
• When managers want to review proposed work by lifecycle stage.
• When leadership needs to prioritize ideas before allocating budget or resources.
• When an idea has been approved and is ready to become a project or epic.
• When executives want a visual summary of innovation and demand.

Frequently Asked Questions: My Ideas and Requests

How are ideas prioritized in OnePlan?

Ideas are prioritized using a Prioritization Score or by manually ranking them, helping organizations compare and sequence proposed work.

What happens when an idea is approved?

When an idea is approved and ready for execution, it can be reorganized into a Project or Epic for detailed planning.

How can executives review ideas and requests?

Executives can review ideas and requests using Dashboard views that present visual summaries and metrics.

Related Resources or Next Steps

Intake - My Strategy
Intake - My Enterprise Architecture
Portfolio Planning - My Portfolio