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Administrator Guide
Last Updated: 2023-06-23
Concept: Idea Management

Concept: Idea Management

Workday recognizes that all individuals are valuable contributors to an organization. With Workday Projects, all workers and contingent workers have the opportunity to contribute ideas for how to achieve company-wide goals. Managers can then prioritize, manage, and, upon approval, turn ideas into projects. Workday gives you insight into who has the best and most useful ideas.
If you also have Talent Management, you can use the organization goals created there to assign ideas to your goals.

Idea Review and Approval

Once a worker submits an idea, it then routes to their manager for approval. Managers can then:
  • Add details on the scope of the work.
  • Outline the budget impact of the idea.
  • Identify risk parameters, including the risk severity and status.
  • Associate an idea with a project hierarchy, which then routes to the project hierarchy manager for approval.

Project Generation from Ideas

After approval, ideas are available for association with a project. You can:
  • Associate ideas with existing projects.
  • Create a project from an idea, after setting the appropriate security.
To set up the security for Idea Management, you need to:
  • Edit the
    Create Project Business Process Security Policy
     to grant access.
  • Ensure that the
    Initiating Action
     of the
    Create Project from Idea
     has security groups assigned to it.