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Starting an Initiative from an Idea

It is possible to start one or more initiatives from an idea. Starting an initiative from an idea does not affect the idea itself.


Starting an initiative from an idea

Step 1. Navigate to the Idea module, click on the name of an idea to open the details page.

Step 2. On the top of that page click Start Initiative, a dialogue box appears:

start initiative from idea dialog

Step 3. Enter the details:

Name: the name of the initiative.

Objective: the objective of the initiative.

Portfolio: select the portfolio in which to create the initiative.

Owner: this user gets access to the initiative, without getting access to the entire portfolio.

Selected: check box to make the initiative appear in the active portfolio (see Using scenario planning on a portfolio).

Step 4. Click OK, the initiative is created and appears in the selected portfolio.