Promoting Candidates

You can manually promote candidates to the next stage if you determine that they are potentially successful products.

Before you begin:
  • You must have the Project Leader role to manually promote candidates.
  • You can only promote candidates in Launched stages.
See Also
Projects
Transitioning Stages
Choosing Candidates
  1. In a project, select the Candidates tab.
  2. Select a candidate to promote.

    Candidates that you can promote display the icon.

  3. Select the promotion type for the candidate.
    • : promote the candidate.
    • : promote the candidate with a decision.
  4. Optional: For promotion with a decision:
    1. Amend the Title for the decision if required.
    2. Enter a Description for the decision.
    3. Attach documents for the decision.

      • Drop a file into to Documents field.
      • Search for an existing document.
      • Click , choose a file and upload it.
      Note: You can add several documents.

    4. Click to remove an unrequired document.
    5. Click Create.
    This promotes the candidate to the next stage.

A message reports promotion with the name of the candidate's new stage.