Linking Initiatives

You can link initiatives to other elements or measures, according to these rules:

If an initiative has no current parent initiative, it can be linked to any parent freely.
If an initiative already has a parent, it can only be linked to other owning objects at the top level.
If an initiative is linked to multiple owning objects, it can be moved to have a different parent; however, the original parent, new parent and child initiative must all be attached to the same parent.

To link initiatives:

From the Browser View, select the object that has the initiative to link.
Select Initiative.
Right-click the initiative and select Copy.
In the Browser View, navigate to the scorecard or measure to which to link the initiative.
Select Initiative.
Right-click, select Paste and then Link.
The initiative is added to the new scorecard or measure, and the initiatives are linked.
Right-click and select View.
The View Initiative is displayed, showing the linked owning objects under Dependencies.