Manage initiatives

With proper role permissions, users can Add Initiatives, Remove Initiatives, and Update Initiatives. View Initiatives gives view only access.

Initiatives are the big picture items that have goals and projects associated with them.

To add a new initiative:

1. Click Initiatives. The Initiative Management page appears.

   

2. Click Add Initiative. The Add New Initiative page appears.

   

3. Do the following:

          a.  Enter a Name.
          b.  Select a Number.
          c.  Select a Priority level.
          d.  Enter a Description.
          e.  Enter a start and end date, or select one from the calendar.
          f.  Select all Assigned Department(s).
          g.  Select the desired Goal.

4. Click Save.

To manage an existing initiative:

1. Click Initiatives. The Initiative Management page appears.

2. Next to the initiative you want, do any of the following:

   To...	Then...
   Edit an initiative	a.  Click .  The Edit Initiative page appears. b.  Make any desired changes. c.  Click Save.
   Delete an initiative Note: You can only delete an initiative that is not associated with a goal.	a.  Click .  A pop-up appears. b.  Click Yes.