Starting an Initiative

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A portfolio can contain different kinds of portfolio items: initiatives, projects and programmes. Initiatives are 'not-yet-started-projects' and can be used in the portfolio selection process.

 

Starting an initiative

Step 1. Navigate to your Portfolio

Step 2. In the section Portfolio Items, click plus-teken02, a dialogue box appears:

nieuw portfolio item dialoog - juist

Step 3. Enter the details:

Name: the name of the initiative

Objective: the objective of the initiative

Owner: this user gets access to the initiative, without getting access to the entire portfolio

Managers: the intended project or programme manager

Selected: check box to make the initiative appear in the active portfolio (see Using scenario planning on a portfolio)

Create: select Initiative

Step 4. Click OK, the initiative is created and appears in the portfolio.

 

Note: it is also possible to start an initiative from an idea, see Starting an Initiative from an Idea.