Creating Initiative Hierarchy and Dependencies

You can refine large or complex initiatives by creating lower-level, contributing child initiatives. This enables you to break down complex initiatives into a series of steps. Sub initiatives share the characteristics of the parent initiative, but their status does not roll up to the parent initiative.

  To add sub initiatives to initiatives:

  1. From the Browser View or any report, select the object to which the parent initiative is attached.

  2. On the report that is displayed, select Initiative.

  3. Right-click the initiative and select Add.

    The Initiative Setup page is displayed.

  4. The high-level parent initiative is identified as a dependency.

  5. Define the subinitiative. See .Creating Initiatives

  6. Click Save.