Checklist Dashboard
You use the checklists function to create and edit checklists and checklist items of initiatives (see Checklist and Checklist
Items). Checklists help you to define the deliverables, such as KPIs or documents, that are mandatory for a phase approval. In the Checklists
screen, you can monitor the status of the deliverables.
To navigate to the Checklists
screen, open an initiative in the Portfolio Management context. On the Initiative Details
screen, choose the Checklists
pushbutton.
Features
On the Checklists
screen, you can do the following:
View the object header of the initiative (see Object Header).
View the structure of the initiative in the structure tree. The phases of the initiative are displayed at the top level and the checklists are displayed at the lower levels.
Create, schedule, or print checklists or checklist items.
Search phases, checklists, or checklist items.
The features listed above are identical to those in Project Management, but in Project Management you make the settings for a project and here you make the settings for an initiative.
For more information, see:
Creating Basic Data for a Checklist