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Starting an Initiative |
A portfolio can contain different kinds of portfolio items: initiatives, projects and programmes. Initiatives are 'not-yet-started-projects' and can be used in the portfolio selection process.
Starting an initiative Step 1. Navigate to your Portfolio Step 2. In the section Portfolio Items, click , a dialogue box appears: Step 3. Enter the details: ▪Name: the name of the initiative ▪Objective: the objective of the initiative ▪Owner: this user gets access to the initiative, without getting access to the entire portfolio ▪Managers: the intended project or programme manager ▪Selected: check box to make the initiative appear in the active portfolio (see Using scenario planning on a portfolio) ▪Create: select Initiative Step 4. Click OK, the initiative is created and appears in the portfolio.
Note: it is also possible to start an initiative from an idea, see Starting an Initiative from an Idea. |