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 , a dialogue box appears:
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.