The Initiative Management home page offers a clear summary view of all ongoing initiatives. This central hub allows users to efficiently oversee project progress and make necessary adjustments. Key functionalities include:
- Viewing Initiative Details: Click on the initiative name to open detailed information.
- Managing Initiatives: Add, edit, close or remove initiatives directly from this page.
More information about each button / section on this screen:
Button | Description |
---|---|
Add |
Adds a new initiative. |
View |
Opens the selected initiative to see it in more detail. |
Edit |
After selecting an initiative, the Edit button becomes available and opens an edit window to modify basic initiative details. |
Refresh |
Updates the initiatives view to reflect any new changes. |
Open |
Re-opens initiatives that have been closed. |
Close |
Closes the selected initiative. |
Delete |
Permanently deletes the selected initiative. |
Export |
Exports the initiative list in CSV, Excel, or PDF format. |
Tag/Untag |
Add tags to selected Initiatives |
Search Bar and Filters | Helps find a specific initiative based on entered values and parameters. |
Navigating to Initiative Details
- Open the Initiative: From the home page, double click on the initiative name to open its detailed page. This page provides in-depth information and management options for the initiative.
To know more about how to Initiatives and how to configure these, please refer to Value Creation > Initiative Configuration