Initiatives Summary
Use
The Initiatives Summary provides the status of initiatives to give insight into how they impact goals and objectives.
Features
You can use the Initiative Summary to do the following:
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You can create, publish, or unpublish initiatives if your role has permission to create initiatives. You can edit or delete initiatives that you created or that you own.
For more information, see Initiative Development.
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You can review information about an initiative. For more information, see Reviewing Initiatives.
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You can create and review milestones and submilestones using the Milestones subtab. For more information, see Milestones.
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You can view the Impact Diagram of initiatives, milestones, and submilestones and the impact from KPIs over time using the Impact Diagram subtab. For more information, see Impact Diagram.
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You can show details about the initiative status by clicking Details. You see the detailed information about the initiative, and you can also review the update history, related objectives, related KPI, and any associated links and dashboards.
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You can filter the initiatives on certain features such as schedule status or owner. For more information, see Filter Setting.
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You can cascade initiatives based on contexts or based on cascaded initiatives. For more information, see Cascaded Initiatives.
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You can customize the columns using the Customize Columns link.
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You can display the dashboard associated with an initiative.
The initiative owner automatically receives notification when the owner becomes associated with the initiative. Each owner is responsible for using the Home tab to subscribe to initiatives they own if they wish to be notified of other changes to the initiative.
Activities
To display the Initiatives Summary, click Initiatives Summary in the Initiatives tab.