In This Article
Overview
Use the Initiatives module to streamline the process of generating, evaluating, and executing new project-related concepts. It allows teams to collaboratively brainstorm and capture ideas, prioritize them based on strategic importance and feasibility, allocate resources, and track progress. This module promotes transparency, accountability, and alignment with the organization's strategic goals while also serving as a historical reference and a tool for continuous improvement.
This article will cover the List and Cards view. For information regarding Concepts and Pipeline Targets view, read more here:
Concepts - Concepts List
Pipeline Targets - Setting Pipeline Targets
Navigation
 | Click on Initiatives to access the module. |
 | Use the burger menu icon to the left of the screen to navigate to the List, Cards, Concept and Pipeline Target (by default, the List view is displayed upon clicking on Initiatives module) |
List View
When viewing the List View, you can search for specific Initiatives by entering their code or name in the 1Search box provided. The "2Filters are applied" will be displayed next to the search box, indicating that the list is filtered. Click the 3Download icon to save the list as a PDF or Excel file. You can also click the 4Column Picker icon to show/ hide columns in the list, as well as click the 5Filter icon to apply filters to the Initiatives list.
The following features are available on the Initiative List view:
- Using the burger menu icon to navigate between the List, Cards, Concepts and Pipeline Targets sections of the Initiatives module.
- Sort the Idea/Initiative list by Code, Name, Owner, Portfolio, Stage, Value and Status by clicking on the column name titles.
- Organize and filter Initiatives using the Owner column, which displays the original creator of each Initiative, and the associated Portfolio feature in the column next to it.
- Non-financial values can also be monitored and seen in the Initiatives List view.
- Use the toolbar at the bottom of the screen to click through the pages and to set how many items will be listed per page.
Stage indicates what stage the Initiative is currently progressing at. Green shows the Initiative is on track while Red means the Initiative is off track. Hovering over the stage column will display more information on the stage. Read more here - Idea Stages and Statuses.
The Value calculation is derived from a combination of configured risk factors associated with the Initiative, taking into account the severity, probability, and consequence of each risk. These factors are evaluated based on the information provided on the risk page.
Cards View
To navigate to the Cards view, click the burger icon menu in the left-hand corner of the screen and click Cards.
When viewing the Cards view, you can view Initiatives based on what stage they are currently in. Select the 1Benefit Type you wish to view. e.g. - Financial ($) as well as to toggle between 2Compact or Details view. Details will display more information on each Initiative card. Use the scroll bar to view all cards associated with the stage. Each card will display important information on each individual Initiative.
Note: When the user first loads the Idea/Initiative List or Card view, the Status and Portfolio fields will be automatically filtered based on the status of the ideas (whether Active or Approved) and the portfolio/organisation that the user is currently logged into and has access to.
Next Steps
Now that you can navigate the List and Cards view, see the following article on Concepts List.