AnsweredAssumed Answered

Limiting Idea Team to Roles Only

Question asked by Robert Ensinger on Mar 11, 2015
Latest reply on Jun 4, 2015 by Robert Ensinger

We need to ensure scoping on Ideas is Role only. Does anyone know of an easy way to 'limit' Ideas to Roles?


While the Team Object appears to separate Projects from 'Non Projects'

Project Team:

project team - staff.jpg

Non-Project Team:

non-project team allocation.jpg


When the user clicks Add to add Resources - this "Select Resources" System Provider is popped for both Ideas and Projects, so I'm unsure of how I can limit Idea staffing to "Role = Yes".

Select Resources.jpg


Does anyone limit Ideas to Roles only? We of course have a documented business process for this - but we really need the tool to help us stay in this box.