An initiative is a unit of deliverable work: the project you fund, staff and track. It has its own status, health, time horizon, funding, financials, resources, risks and decisions, and it sits in one or more portfolios.
The Initiatives page
Select Initiatives in the left navigation:
Summary figures: Initiatives, Funded (how many of the total), At risk and Total spend.
Funding coverage: the share of initiatives that are funded, with counts for Funded, Partially funded and Unfunded.
By portfolio: how the initiatives in view are spread across portfolios.
The list: every initiative in view. Select one to open it, or select Filter to narrow the list.
Create an initiative
Select Create, then Initiative. Or open a portfolio and select Add initiative on its Initiatives tab (or Add in the initiatives list on its Overview). The portfolio is filled in for you:
Fill in the Add initiative panel:
Field | What to enter |
Initiative name | Required. |
Portfolios | Search for and pick the portfolios the initiative belongs to. |
Priority (1–10) | 10 is the highest. |
Time Horizon | Required. Pick a quarter (Q1–Q4), half (H1, H2) or full fiscal year (FY), or choose Custom date. Use the arrows to change the year. |
Status | Proposed (default), Approved, In Flight, On hold, Completed or Cancelled. |
Health | Not set by default. |
Owner | The person accountable. It defaults to you. |
Description | What the initiative is about. |
Product Manager, Department, Internal ID, Domain, Product | Optional profile details. |
Funding | Not set by default. See Funding below. |
Confidence | No Rating by default. |
Value created ($) | The value delivered so far. |
Strategic themes and Tags | Select Add to add labels for grouping and search. |
Click on Add initiative
The initiative page
The header shows the initiative's name, its portfolio path and a progress bar with its progress source. The tabs are Overview, Programs, Financials, Baseline, Resources and Roadmaps. Which tabs you see depends on your role and on what your organization has switched on:
The Overview tab
Outcomes (Drives initiative progress): the OKRs, key results or scorecards the initiative drives. Select Add to link them. See Strategies, goals and outcomes.
Cost vs. Budget and Costs by Type: a quick view of spend by quarter.
Programs: the programs under the initiative. Select Add to create one. See Programs, delivery connections and dependencies.
Dependencies: what the work depends on. Select + to add one, or View relationship map.
Risks and Decisions: see Risks, decisions, comments and files.
Details: priority, portfolio, status, health and owner. Select Show all for every field.
Attributes and Tags, and Comments, Files and History.
Edit an initiative
Open the initiative and select the Edit initiative (pencil) icon.
Change any field.
Under Progress source (Choose how this initiative's progress is measured), pick one:
Referenced OKRs and KRs (the default for a new initiative): calculated from the OKRs and key results on the Outcomes tray.
Manually updated: the initiative owner sets and updates progress directly.
Associated Programs, Projects, and Epics: calculated from the items under the Programs section.
Select Save.
Delete an initiative
Open the initiative, select Edit initiative, then select the Delete (bin) icon at the top of the panel and confirm.