{"id":96977,"date":"2026-04-17T14:31:25","date_gmt":"2026-04-17T12:31:25","guid":{"rendered":"http:\/\/www.acceptmission.com\/?post_type=docs&p=96977"},"modified":"2026-09-29T12:48:17","modified_gmt":"2026-09-29T10:48:17","password":"","slug":"starting-a-project-from-an-idea-and-linking-it-to-the-project-portfolio","status":"publish","type":"docs","link":"https:\/\/www.acceptmission.com\/es\/knowledge\/starting-a-project-from-an-idea-and-linking-it-to-the-project-portfolio\/","title":{"rendered":"Iniciar un proyecto a partir de una idea y vincularla a la cartera de proyectos"},"content":{"rendered":"\n

Why this feature is needed<\/h2>\n\n\n\n

Innovation does not stop at idea evaluation. Once an idea is validated and approved, it must move into execution. This feature ensures a structured transition from idea management to project portfolio management.<\/p>\n\n\n\n

Without this connection, ideas would remain isolated from execution, making it difficult to track outcomes, allocate resources, and manage progress. This feature creates continuity from decision to delivery.<\/p>\n\n\n\n

What this feature is<\/h2>\n\n\n\n

This feature allows users to convert an approved idea into a project directly from the idea detail view. The newly created project is automatically linked to the original idea and transferred into the project portfolio.<\/p>\n\n\n\n

Relevant data such as properties, configuration, and structured content like canvases are carried over to the project. This ensures that execution starts with all necessary context already in place.<\/p>\n\n\n\n

The idea and project remain connected, allowing users to navigate between them and maintain traceability across the innovation lifecycle. This supports the end-to-end continuity of the platform from idea to execution. :contentReference[oaicite:0]{index=0}<\/p>\n\n\n\n

Access level<\/h2>\n\n\n\n

Power User<\/p>\n\n\n\n

Users must have permissions to manage ideas and create projects within the project portfolio.<\/p>\n\n\n\n

Navigation path<\/h2>\n\n\n\n

Navigation path: Innovation Studio \u2192 Ideas \u2192 Idea details<\/p>\n\n\n\n

How to use this feature<\/h2>\n\n\n\n

When an idea reaches a stage where it is approved for execution, it can be converted into a project. This action creates a new project in the project portfolio and links it to the originating idea.<\/p>\n\n\n\n

The system ensures that important data is transferred and that both objects remain connected for traceability and governance.<\/p>\n\n\n\n

Step by step instructions<\/h3>\n\n\n\n
    \n
  1. Go to Innovation Studio<\/strong>.<\/li>\n\n\n\n
  2. Open Ideas<\/strong> from the left navigation.<\/li>\n\n\n\n
  3. Select an idea that is ready to move into execution.<\/li>\n\n\n\n
  4. Open the idea to access the Idea details<\/strong> page.<\/li>\n\n\n\n
  5. Click the Action button, then<\/strong> Start project<\/strong> in the top right corner.<\/li>\n\n\n\n
  6. The system creates a new project and opens it immediately.<\/li>\n\n\n\n
  7. Review the project details and confirm the selected project funnel.<\/li>\n\n\n\n
  8. Adjust or complete any essential fields if needed.<\/li>\n<\/ol>\n\n\n\n
    \"Project
    Managing a project from the dashboard interface. The Action menu reveals options like Delete, Find duplicates, and Start project.<\/figcaption><\/figure>\n\n\n\n

    What happens automatically<\/h3>\n\n\n\n
      \n
    • A new project is created in the project portfolio<\/li>\n\n\n\n
    • The idea and project are linked to each other<\/li>\n\n\n\n
    • Properties (properties) are copied to the project<\/li>\n\n\n\n
    • Configuration settings are transferred<\/li>\n\n\n\n
    • Relevant canvas data is pre-filled when applicable<\/li>\n\n\n\n
    • The project is placed in a project funnel<\/li>\n<\/ul>\n\n\n\n
      \"Project
      Overview of an AI-Powered Personalized Adventure Trails project dashboard. The interface highlights planning details, tasks, and strategic alignment.<\/figcaption><\/figure>\n\n\n\n

      Configuration and adjustments<\/h2>\n\n\n\n

      Default project funnel selection<\/h3>\n\n\n\n

      Each idea funnel can have a default project funnel configured. This determines where new projects are created by default.<\/p>\n\n\n\n

      If no manual changes are made, the system uses this predefined funnel when starting a project.<\/p>\n\n\n\n

      Manual funnel selection<\/h3>\n\n\n\n

      After creating the project, users can change the project funnel manually:<\/p>\n\n\n\n

        \n
      • Open the created project<\/li>\n\n\n\n
      • Go to the project details<\/li>\n\n\n\n
      • Select a different project funnel if needed<\/li>\n<\/ul>\n\n\n\n

        This is especially relevant when multiple project portfolios exist across departments or strategic domains.<\/p>\n\n\n\n

        Rich text properties when converting an idea to a project<\/h2>\n\n\n\n

        Rich text property values are part of the structured information that can transfer from an idea to its linked project, provided the corresponding property is available in the project context.<\/p>\n\n\n\n

        Example:<\/strong> A rich text Customer problem<\/strong> property containing a formatted problem statement and a research link can remain available after an approved idea is converted into a project. Numeric properties such as expected impact and estimated effort can transfer alongside it for planning and execution.<\/p>\n\n\n\n\n

        Data continuity and governance<\/h3>\n\n\n\n

        The system maintains a permanent link between the idea and the project. This ensures:<\/p>\n\n\n\n

          \n
        • Traceability from idea to execution<\/li>\n\n\n\n
        • Alignment with strategic decisions<\/li>\n\n\n\n
        • Clear ownership and accountability<\/li>\n<\/ul>\n\n\n\n

          Practical example \u2013 Innovationlands<\/h2>\n\n\n\n

          At Innovationlands, a park team submits an idea to reduce waiting times by providing real-time queue insights to visitors.<\/p>\n\n\n\n

          The idea moves through the idea funnel where it is enriched, scored, and aligned with the strategic domain “Guest journey design”. After evaluation, the idea is approved.<\/p>\n\n\n\n

          The innovation lead opens the idea and clicks Start project<\/strong>. A new project is created in the project portfolio under the default project funnel for guest experience initiatives.<\/p>\n\n\n\n

          All relevant properties such as target audience, expected impact, and department ownership are transferred. The SWOT canvas used during idea enrichment is also available in the project.<\/p>\n\n\n\n

          The project team can immediately begin execution, defining milestones and tracking progress. The original idea remains linked, allowing stakeholders to trace how the initiative originated and why it was prioritized.<\/p>\n\n\n\n

          This ensures a structured transition from idea validation to execution within the innovation portfolio.<\/p>\n","protected":false},"excerpt":{"rendered":"

          Why this feature is needed Innovation does not stop at idea evaluation. Once an idea is validated and approved, it must move into execution. This feature ensures a structured transition from idea management to project portfolio management. Without this connection, ideas would remain isolated from execution, making it difficult to track outcomes, allocate resources, and […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_seopress_titles_title":"Start projects from ideas | Accept Mission","_seopress_titles_desc":"Learn how to convert an idea into a project and connect it to the project portfolio in Accept Mission.","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"","_seopress_social_fb_desc":"","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"","_seopress_social_twitter_desc":"","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"","_seopress_redirections_param":"","_seopress_redirections_type":0,"_seopress_analysis_target_kw":"","_seopress_news_disabled":"","_seopress_video_disabled":"","_seopress_video":[],"_seopress_pro_schemas_manual":[],"_seopress_pro_rich_snippets_disable_all":"","_seopress_pro_rich_snippets_disable":[],"_seopress_pro_schemas":[],"content-type":"","footnotes":"","_members_access_role":[],"_members_access_error":""},"doc_category":[249,254],"doc_tag":[],"glossaries":[],"knowledge_base":[317],"class_list":["post-96977","docs","type-docs","status-publish","hentry","doc_category-idea-funnels","doc_category-project-funnels","knowledge_base-support"],"year_month":"2026-10","word_count":760,"total_views":"2104","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"steven kop","author_nicename":"steven","author_url":"#"},"doc_category_info":[{"term_name":"Idea Funnels","term_url":"https:\/\/www.acceptmission.com\/es\/knowledge\/non-knowledgebase\/idea-funnels\/"},{"term_name":"Project Funnels","term_url":"https:\/\/www.acceptmission.com\/es\/knowledge\/non-knowledgebase\/project-funnels\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Support","term_url":"https:\/\/www.acceptmission.com\/es\/knowledge\/support\/","term_slug":"support"}],"knowledge_base_slug":["support"],"_links":{"self":[{"href":"https:\/\/www.acceptmission.com\/es\/wp-json\/wp\/v2\/docs\/96977","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.acceptmission.com\/es\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.acceptmission.com\/es\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.acceptmission.com\/es\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.acceptmission.com\/es\/wp-json\/wp\/v2\/comments?post=96977"}],"version-history":[{"count":0,"href":"https:\/\/www.acceptmission.com\/es\/wp-json\/wp\/v2\/docs\/96977\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.acceptmission.com\/es\/wp-json\/wp\/v2\/media?parent=96977"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.acceptmission.com\/es\/wp-json\/wp\/v2\/doc_category?post=96977"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.acceptmission.com\/es\/wp-json\/wp\/v2\/doc_tag?post=96977"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/www.acceptmission.com\/es\/wp-json\/wp\/v2\/glossaries?post=96977"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/www.acceptmission.com\/es\/wp-json\/wp\/v2\/knowledge_base?post=96977"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}