Filter Setting

Use

You can filter the list of initiatives displayed in the Initiatives Summary and Prioritization Matrix.

Features

You can filter the initiatives list in the following ways:

• By context

• By an associated perspective or objective selected in the Perspectives and Objectives dropdown list

  If you choose <context> , then the Initiatives list shows all initiatives for the scored context if one is defined for this scorecard.

• By an initiative owner selected in the Owner dropdown list

• By a participant selected in the Participant dropdown list

  You can filter on individual participants, or participants from a particular role, or search for a participant by name. Searching by name is useful when you are looking for a person who is not a strategy management user.

  To search by name, enter the first and last name exactly as it is defined in the system. This field is case-sensitive. You cannot use wildcards.

  Participants are any users who are initiative owners, milestone owners, or initiative participants.

• By the schedule status selected in the Schedule dropdown list

• By the budget status selected in the Budget dropdown list

• By a particular target end date selected in the Target End Date dropdown list

• By the initiatives whose statuses are determined by an associated KPI selected in the Status KPIs dropdown list.

• By an initiative type selected in the Type dropdown list

• By including initiatives that are completed (ones that have met their actual end date) in addition to the active ones.

  In the Initiative Summary view, the selected initiative's milestones and submilestones are always displayed regardless of whether the milestones or submilestones are completed or not completed.

  In the Prioritization Matrix, milestones and submilestones are affected by this filter. If you include completed initiatives, then all milestones and submilestones for the initiatives are displayed. If you do not include completed initiatives, any initiatives, milestones, and submilestones that have not been completed are not displayed in the matrix. If an active initiative has a completed milestone, then that milestone is not displayed, but the initiative is displayed.

• By including initiatives that are unpublished in addition to the published ones

• By including expired initiatives in addition to the current ones.

• Display initiatives from the current context, or from all contexts available to your role, or all linked initiatives using the Show dropdown list.

  To be able to display all initiatives across all contexts, the strategy management administrator must have set up this feature. For more information, see Reviewing Initiatives.

You can show or hide the filters. Even if some filter options may be hidden, their filter criteria still remains in effect.

You can reset filters to original settings.

Activities

• To set filters, select Show Filters. Specify a filter and click Go.

• To reset filters, click Reset Filters.

• To hide the filter settings, click Hide Filters.