Manage Initiatives

Purpose

To manage the initiatives and track the progress

Performed By

• Solution Architecture Manager

• Solution Architect

Steps

1. Navigate to Strategy On a Page

2. Scroll down to Objectives

3. Select the objective in which you want to add the initiative

4. Scroll down to initiative and click on Add

5. Enter the information related to the new initiative, e.g. portfolio, objective, name, status, project manager. etc.

6. Click Save

7. To edit the initiative click on the ellipsis at the end of the initiative box and select Edit

8. Edit the information and click Save

To view the progress of an initiative, select the initiative bar. It will open the details related to the initiative.