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Starting a Project from an Initiative

It is possible to start a project from an initiative. By applying a Project Model an initiative is transformed into a project.


Starting a project from an initiative

Step 1. Navigate to a portfolio and click on the name of the initiative to open the details page.

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

start project from initiative dialog


Step 3. Enter the details:

Create: check the option Project to create a project.

Start Date: moves the planning in the Project Model (if available) to this date.

Organisational Unit: select the Organisational Unit in which to start the project.

Folder: select the Folder (within the selected Organisational Unit) in which to start the project.

Project Model: select the Project Model to be used for the project.

Project Managers: select the Project Manager for the project.

Step 4. Click OK, the project is created and appears in the designated Folder.