My Draft Ideas

All elements in the Ideas module whose type is a folder is false AND Submitter is Current user AND Status is Draft

The user who added the idea can make transitions. In the workflow, all attributes are set to “As View”.

Submitted Ideas

All elements in the Ideas module whose type is a folder is false AND Status is Submitted

The idea dispatcher can make transitions. In the workflow, all attributes are set to “As View”.

Ideas For Me to Clarify

All elements in the Ideas module whose type is a folder is false AND Status is To be clarified AND Submitter is Current user

Either the user who added the idea or the idea investigator can make transitions. In the workflow, all attributes are set to “As View”.

Ideas For Me to Handle

All elements in the Ideas module whose type is a folder is false AND Status is (Allocated to investigator OR Under investigation OR Approved as product proposal OR Approved as business need OR To be clarified) AND Responsible is Current user And business needs number of links is 0 AND Products number of links is 0

This view contains ideas in several states. You can make transitions and depending on the state, ideas can have editable, visible, or hidden attributes.

For example, when an idea is in the “Allocated to investigator” state, the investigation has not started. Only a few attributes are editable or visible. When an idea in the “Under investigation” state, the Business Mechanism, Level of Effort (hrs), and Market Feasibility attributes are editable for the investigator. These attributes are editable so that the investigator can enter data during the investigation.

Ideas Ready for Approval Decision

All elements in the Ideas module whose type is a folder is false AND Status is Ready for approval decision

The idea approver can make transitions. In the workflow, all attributes are set to “As View”.

New Product Proposals

All elements in the Products module whose type is a folder is false AND Status is Product Proposal AND Parent Folder is Our Product Portfolio, or any subfolder

The portfolio manager can make transitions. In the workflow, all attributes are set to “As View”.

Product Proposals For Me to Handle

All elements in the Products module whose type is a folder is false AND Status is (Allocated to investigator OR Under investigation OR Approved for business case creation OR Finalize business case) AND Parent Folder is Our Product Portfolio, or any subfolder AND Responsible is Current User

This view has products that are in several states. You can make transitions. Depending on the state, certain products must have either editable, visible, or hidden attributes.

All products in states that are filtered by this view rule are handled by a product proposal investigator. To handle those products, the investigator uses the link in the Responsible attribute. As the investigator creates the product proposal, they create high- and detailed-level business cases. The investigator then sends the proposals to the product portfolio committee. The workflow for states is defined so that different attributes are editable.

For example, a product in the “Allocated to investigator” state is assigned to the product proposal investigator. Only a few attributes are visible and editable. When the product proposal investigator transfers the product to the “Under investigation” state, more attributes are visible and editable. When the product transfers to the “Approved for business need” state by the product portfolio committee, the product proposal investigator can edit and see all attributes that form the complete business case.

Product (Proposals) Ready For Review

All elements in the Products module whose type is a folder is false AND Parent Folder is Our Product Portfolio, or any subfolder AND Status is (Ready for review OR Under development OR Delivered)

This view contains products that are in several states. The workflow allows for transitions. Depending on the state, certain attributes of the products must be either editable, visible, or hidden.

For example, a product in the “Ready for review” state is a product proposal with a complete business case that is to be reviewed by the product portfolio committee. If the committee decides to invest in the proposal, a development project is created. A delivered product is available for sale in the market. For a product that is nearing retirement, the retirement plan attributes are editable and visible.

Product (Proposals) Ready For Funding Decision

All elements in the Products module whose type is a folder is false AND Parent Folder is Our Product Portfolio, or any subfolder AND Status is Ready for funding decision

The product portfolio committee and the product manager can make transitions. In the workflow, all attributes are set to “As View”.

My Products To Manage

All elements in the Products module whose type is a folder is false AND Parent Folder is Our Product Portfolio, or any subfolder AND Status is (Approved for detailed planning OR Approved for development OR Under development OR Delivered OR Approved to be replaced OR Approved to be retired OR Taken off market OR End of maintenance) AND Product Manager is Current user

This view has products that are in several states. The workflow allows for transitions and also for the attributes of products to be editable, visible, or hidden depending on the state.

For example, products that passed the “Delivered” state are available on the market. For these products, the retirement plan attributes are visible and editable to the product manager so that the retirement of the product can be planned.

Product Proposals For Me to Clarify

All elements in the Products module whose type is a folder is false AND Status is To be clarified AND Creator is Current user

The product portfolio committee and the product proposal investigator can make transitions. In the workflow, all attributes are set to “As View”.