In This Article
Overview
You can edit an existing Idea/Initiative by clicking on the idea/initiative name from the initiative list to open the details on the idea/initiative. The details on how to edit the idea/initiative are as follows:
Edit a KPI
To view or edit an Initiative, navigate to the Initiative list page and select the desired Initiative. This will open the default Performance tab of the initiative. You can change the Initiative's code or name by clicking on the Code/Name at the top of the page and editing it. Adjust the stage by clicking on the Stage dropdown and selecting the appropriate stage, such as Evaluating, Implementing, or Cash Flowing. This may require the user's role to have access to change the status, which can be granted through Administration > Roles. You can also modify the Status of the initiative by clicking on the Status dropdown and selecting the appropriate status, such as either On Hold or Cancelled. On this screen, you also have the ability to add a KPI to the initiative by clicking the +Add KPI button.
You can only adjust the stage of an initiative to the previous stage. If the initiative stage is on Evaluating, the Stage button will not appear on the screen as there is no previous stage before the Evaluating stage.The following is on the icons displayed on the top-right section of the screen in particular order:
- You can email the initiative by clicking on the Email icon.
- You can download the initiative using the Download icon.
- You can add any comment or attachments to the initiative by clicking on the Notes & Attachments icon.
- You can access the change logs for the initiative as well as including Actions by selecting the Audit icon.
- Upon clicking on the three dots icon, you can access additional options including setting up idea access, capturing initiative review owners as well as copying the initiative. .
The Initiative Owner review opens a slide-out from the left of the page which can be resized.
- The list of all Idea Owner Reviews that were created is shown; delete a review by clicking on the delete icon.
- Add a new Idea Owner Review by clicking on the + button on the top right, next to the close button; complete the Idea Owner Review questions (note changes are saved automatically).
- Each Review can be downloaded by clicking on the download button on the top right of the slide-out.
- To go back to the Reviews list, click the back button.
- To close the slide-out, click the close button on the top right.
Once the Initiative Owner Review is open, it can be downloaded from the top right of the slide-out.
Initiative Information Tabs
Upon clicking on an idea/initiative, the initiative information tabs become available for view and editing. These tabs are located on the three-bar menu located on the top-left section of the page. The following briefly give an overview of what each section contains:
- A dashboard showcasing Performance of the initiative.
- View/Edit Idea information in the Overview
- View the initiative's performance in a VDT (Value Driver Tree) format.
- A Workplan with relevant Actions of the Idea; displayed in a Gantt view.
- A Cashflow view to display the cashflow state of the idea.
- Risks pertaining to the Idea including a consequence/probability/severity rating, and details on risk management.
- View the value Forecast of the initiative
- Financial and/or Non-Financial Benefit and financial details of the Idea..
- List of Approvals and checklist required for the idea to move to the next stage.
- View or add the Dependencies of the Idea
- View or add the Resource allocated to the Idea.
Changes to an Idea are saved automatically.
Next Steps:
For more information on the Idea/Initiative Performance information tab, please see the following article: Idea/Initiative Performance