The Initiative List will show you the Initiatives from your Value Creation Plan which fall in the Financial Year selected from the drop down option on the top right.
More information about each button / section on this screen:
Expand Screen  |
The arrow icons make the menu down the left hand side of the page invisible to maximise the space available to display the details. When you use the button again the menu will reappear. |
Close Window |
Use the X to close the page (the main screen will show blank). Choose a sub-menu from the left hand side to load a page. |
Refresh |
Looks for any updates to information displayed on the page. |
Export |
Gives you the option to export the list in CSV, PDF or Excel format. Example of PDF version:  |
Search |
Use this box to search by Initiative Name. Click the X on the right to clear the search and view all Initiatives again. |
Financial Year |
Change the drop down to view details for a specific year. The system will show the Current year as the default. |
Filters |
Use filters to check for Initiatives which do not have an owner assigned, to search for a specific owner or filter the view by Tags.  |
Sort |
Click on the drop down to sort the list by Plan / Name . Click on the button to sort alphabetically or ascending / descending. |
Example of Initiative shown in the list:
Click on the Initiative name to view the Details
Click on the Value Creation Plan Name to go to the Value Creation Plan.
Click on the Star icon to follow / unfollow the Initiative for Updates.
When following an Initiative you will also be added to the Participants list (on the Details screen)
To unfollow an item, click on the star icon again and the star will show grey.
On the right hand side you will see the Execution Status (s curve) and the Condition (hand or speech bubble icon):
Click on the S curve to see a pop up window with more information.
The Execution Status is a calculation of Progress % based on the Actions linked to this Initiative:
Click on the hand or speech bubble icon on the far right to see more information about the Condition.
The condition shows how the owner / team feel this initiative is going and is not related to progress.
This pop up allows you to view the history of changes.
You can also update the condition using the orange button: