Innovation Planning Workspace
The Accolade Innovation Planning workspace is called the Planning Board and contains planning element types, elements, and views to represent your company's innovation strategies and initiatives.
Planning Elements and Types
Individual plans and initiatives are written on planning elements that Planners drag-and-drop into any view within the Planning Board. To help organize planning elements and to speed up the creation of innovation plans, create and save element types that Planners can use once, or use as a template to create planning elements that contain the same basic information.
You must be assigned the Planner, Process Designer, and Process Manager roles with Manage Process and Add Project rights to create element types.
You can view the elements that make up your corporation's innovation plan using the Canvas, Grid, and Gantt view as described below. Elements have a "front" and a "back." The front of the element displays when you access each view. Each view offers different information about the element. Access the back of the element to view, enter, and modify additional details about the element. The back of an element is accessible in any view.
Planning Views
The Planning Board and contains different views in which you interact with and view planning elements, each of which displays elements and their data differently:
- Canvas View - The Canvas is the default or unstructured view. It initially displays all the planning elements at the top level of the element hierarchy, and Planners can navigate down and back up through each element's hierarchy. Location on the Canvas has no effect on the element's dates or metric values.
- Grid View - Grid views display the value of one or two specific metrics in the elements. The rows and columns of the grid are associated with metric values or with element types, and Planners can change metric values in an element by dragging it to a different row or column. Planners can create their own Grid views to compare elements in terms of the metrics they are interested in and navigate down and back up through each element's hierarchy.
- Gantt View - Gantt views, available with Accolade Roadmapping, display the elements in a timeline in respect to one another. The view can display many levels of the element hierarchies at the same time. Planners can change element dates or the values of a single metric by dragging elements and navigate down and back up through each element's hierarchy.
- Child Board - A child board displays any elements that are one level down in the element hierarchy from a given element. Planners can build the element hierarchy by adding elements to the child board of a parent element and then adding children to those elements and so on. Planners can navigate down to an element's child board and back up through an element's hierarchy.
- Hierarchy Board - The hierarchy board shows the current element and levels of its hierarchy below it. Planners can modify element details, metrics, and the project team in the hierarchy board, but cannot add more elements or modify the hierarchy itself on this board. Planners can view different parts of the hierarchy by dragging the hierarchy or the board, but cannot drag individual elements to a different place in the hierarchy.
- Project Time View - the Time View displays a single project in a Gantt chart, which can be used to view and manage a project using times, durations, and dates of all the work necessary to complete the project.
Planners can configure, save, and delete specific views for public or private use. See Planning Views Overview for additional information about the views available and saving views.