Creating Classes for Planning Element Types

Classes can also correspond to planning element types in Accolade Innovation Planning. When you create a planning class and its associated model with the appropriate options set, a planning element type with the class name is added to Innovation Planning. The projects that correspond to planning elements using the element type follow the model that is associated with the class. If Accolade Innovation Planning is enabled, a default class and model (both named [Innovation Planning Default] are included in Accolade, but you can create custom classes for the projects that correspond to planning elements.

Only Gated and Non-gated classes can be element types in Innovation Planning. You can set Idea classes to show projects associated with the class in Innovation Planning; however, you cannot set an Idea class to be used as a planning element type to create planning elements within Innovation Planning.

To create a class that becomes a planning element type:

1. Create a class.
2. Create the model based on this class, selecting the class in the model.

The model must have at least one stage or gate defined within it. It cannot be an empty placeholder model.

3. Re-open the class.
4. In the Planning section, select the Create check box.

The Create check box is not visible until after the class is created.

The Show option is selected by default when you select this option so elements created using this type are also available to view within Innovation Planning.

5. In the Create drop-down list, select the process model created in step 2 to associate it with the class.
6. Click Apply to save your changes.

Notes:    The class with the default name of [Innovation Planning Default] is the default class for projects created when planning elements are added to the planning board. You cannot delete this class; however, you can rename it and update some of its details. See Creating Classes for more information. Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.