The Initiatives tab on a Measure Details report enables you to view and update the initiatives associated with the measure. The owner and due date of all initiatives are displayed. The Initiatives tab also enables you to create new, or update existing measure initiatives.
To contact the owner of each initiative by E-mail, select their name.
To change the data displayed, select Edit, and then Customize.
To create initiatives, perform these tasks:
Create the appropriate reporting period. See Creating Reporting Periods and Categories .
Right-click and select Add. The Initiative Setup page is displayed providing details such as time-dependant information, variables, members, completion date and so on.
Enter a name and summarize the purpose of the initiative.
In Dependencies, review the other objects and factors involved:
Parent initiative (if applicable)
Participating objects to which the initiative is attached
Types of participating objects, such as accountability elements
From Type, select the kind of initiative.
From Priority, select a level that represents the importance of initiative.
Select Active to launch the initiative.
In Owners, click Select to choose the employees responsible for the initiative and click Apply
Optional: Under Notify, select the employees to notify by alert, regarding changes to or the progress of the initiative.
In Cost, enter the actual or estimated value required to implement the initiative. Click Select Unit choose a quantifying unit, such as $000s or #Employees.
In Effort, enter the days required to complete the initiative. Use a decimal. For example 10.0 person days. Click Select Unit to attach a unit to the value, such as $000s or #Employees.
Beside Initiative Data, use the arrows to specify the reporting period . This defines the intervals during which annotations can be associated with the initiative.
In Start Date and Due Date, click the calendar button,
, to select the day on which the initiative begins and the date by which it should be completed.Under Annotation, enter an annotation to be associated with this initiative. If the initiative spans multiple reporting periods or cycles, attach annotations for each cycle. The annotations are updated during the initiative to monitor the project status and input.