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|Use the burger menu icon to the left of the screen to navigate to the Pipeline list.
When using the Pipeline List, you can efficiently search for specific Initiatives by entering their code or name in the search box provided. The "Filters are applied" will be displayed next to the search box, indicating that the list is filtered.
The following features are available on the Initiative Pipeline list:
- Using the burger menu icon to navigate between the Pipeline, Cards, Concepts and Pipeline Targets sections of the Initiatives module.
- 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.
The Column picker provides the ability to show/hide columns in the list; the column picker is split into three sections:
Columns you've added are columns visible, these can be removed by clicking on the red "-".
|Columns you can add are the columns that are still hidden, add these columns by clicking the into the field headings and clicking the green "+".
|Apply the changes by clicking on the Apply button, Reset will revert to the default columns.
|Select which filter/s to apply from the Filter menu.