Cascading an Initiative by Cascaded Objectives

Prerequisites

The system administrator has given your role permission to create initiatives. If you can access the Add Initiative link in the Initiative Summary, it means you can create initiatives.
The strategy management administrator has set an option to display the Show All Initiatives (Across Contexts) option in the Show dropdown list to be able to display all initiatives across all contexts. If you see this option, it means your administrator has set up this feature.
A scorecard administrator has created cascaded objectives.

Context

You can associate an initiative with cascaded objectives. You can keep the associated initiative exactly the same as the original, or you can modify the name, owner, actual and budget values, and specify how you want to copy the data.

Procedure

In the Initiatives tab, select the initiative you want to cascade, and click Cascade.
Select Cascade Based on Cascaded Objectives.
Select a cascaded objective from the Select a Cascaded Objective dropdown list. This is a parent objective upon which to base the cascade.
Select the contexts upon which to base the cascade.
To rename an initiative in a particular context, click the Initiative box on the appropriate line, and enter the new initiative name.
To specify a new owner for the initiative in a particular context, click the Owner box on the appropriate line, and enter a different name.
To include the initiative's milestones and submilestones in the selected contexts, select Include Milestones and Submilestones.
To change an actual or budget number for a copied initiative in a particular context, click the Actual or Budget text box and enter a new number.
Specify whether you want to copy budget information from the parent budget, or enter your own budget information.