Top Previous Next |
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 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. |