Filter the list of initiatives

Specify a filter in the filter section

You can filter initiatives by an associated perspective or objective, owner, participant, budget, schedule, target end date, and whether the initiatives are completed or active, published or unpublished, expired or not expired.

For more information, see Filter Setting.

Clear all filters

Click Reset Filters

None

Review an initiative

Click the initiative

When an initiative is selected, its milestones and sub-milestones are displayed in the Detail View. For more information, see Detail View.

Get details about a selected initiative

Click Details for the selected initiative

You can see general information about this initiative, the items related to this initiative, and the date it was last updated.

If the initiative or any of its milestones or sub-milestones has been updated since the items were created, you can display an additional information box with the update history by clicking Show Update History.

Display an initiative's milestones and sub-milestones in table format

Click Milestone Summary

For more information, see Detail View.

Display an initiative's milestones and sub-milestones as a Fishbone Diagram

Click Fishbone Diagram

For more information, see Detail View.

Customize the columns that appear in the Initiatives Summary

Click Customize Columns

None

Display initiatives from all contexts that are available to you across all application groups to which you belong

Click Show all Initiatives (across Contexts) if this button is displayed

Sometimes, it is impractical to show all initiatives if your implementation includes a thousand or more initiatives.

Review a dashboard associated with an initiative

Click Associated Dashboard if this link is available for an initiative

The associated dashboard is displayed in the Dashboard component.

If you don't see the Associated Dashboard link, it means that there is no associated dashboard for this particular initiative. When the initiative is created or edited, the initiative author has the ability to associate it with a dashboard.

Review the owner

See the Owner column

The owner is the user who is responsible for managing the milestone activities. An owner is the person responsible for ensuring that the Stakeholders follow through on their tasks as well as updating the initiatives regularly.

Review the team members

Click the team member icon in the Owner column. If you do not see that icon, it means there are no team members.

Team members can easily access the latest status details directly relevant to their role, providing them with directly actionable information.

Review the performance status indicator if one is set up

See the Status column

The initiative status is a subjective value that communicates how well the initiative is progressing. You can set this up when creating or editing an initiative. You can measure an initiative's performance by the status of a KPI or by a status that you choose.

Review the budget status

See the Budget Status column

The initiative's budget status shows whether the initiative is under budget (green), on budget (yellow), or over budget (red). If there is no status indicator, it means that there is no cost associated with this initiative.

For information about how the budget status is determined, see Budget Status Determination.

Review the schedule status

See the Schedule Status column

The initiative's schedule status shows whether the initiative is on schedule. In the Prioritization Matrix, that same schedule status is plotted on the Urgency (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 differently based on whether it is active (has no actual end date) or completed (has an actual end date).

For information about how the schedule status is determined, see Schedule Status Determination.