Initiative Schedule Status
Use
The initiative's schedule status in the Schedule column of the Initiative Summary shows whether the initiative is on schedule. In the Prioritization Matrix, that same schedule status is plotted on the Schedule (X) axis in the quadrant that represents behind schedule (far-left quadrants), on time (middle quadrants), or ahead of schedule (far-right quadrants).
An initiative's schedule status is determined as follows based on whether it is active (has no actual end date) or completed (has an actual end date):
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If an initiative is active, it derives its schedule status from the milestone that is the most behind schedule. If any of its milestones are behind schedule (red), the initiative is considered behind schedule. The initiative is colored red in the Initiative Summary and is plotted in the Behind quadrant in the Prioritization Matrix. If any of its milestones are either on time (yellow) or ahead of schedule (green), the initiative is considered ahead of schedule. The initiative is colored green in the Initiative Summary and is plotted in the Ahead quadrant in the Prioritization Matrix. If all milestones are on time (yellow), the initiative is considered on time. The initiative is colored yellow in the Initiative Summary and is plotted in the On Time quadrant in the Prioritization Matrix.
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If an initiative is active and does not have any milestones assigned, the initiative does not show any schedule status.
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If an initiative is completed, it derives its schedule status by whether its target end date was before or after the actual end date. If its actual end date is before the target end date, the initiative has an Ahead (green) schedule status. If its actual end date is after the target end date, the initiative has a Behind (red) schedule status. If its actual end date is the same as the target end date, the initiative has an On Time (yellow) schedule status.
If you edit or delete a milestone that is most behind schedule, then the schedule status of the initiative is updated to reflect the next milestone that is most behind schedule. Editing or deleting a milestone whose initiative is active has no effect on the initiative's schedule status.