Initiatives are tasks that can be prioritized and assigned to strategy elements, accountability elements, and measures to which you have access. The Initiative Status Report lists the measures, and strategy and accountability elements to which initiatives are attached and who is responsible for implementing and completing each initiative. It also identifies the status, priority, and assigned due date of each initiative. Use the report to update initiative progress or create new initiatives.
To launch the Initiative Status Report, select Reports, then Initiative Status. To view only the initiatives for which you are responsible, select Show My Initiatives. This information is displayed for each initiative:
Owner of the initiative
Current and past due dates
Start date
Percentage complete
Current status
Priority Level
Associated employees
Associated measures, accountability elements, and strategy elements
You can perform these tasks:
Update the status of or edit initiatives by selecting them.
Create initiatives by right-clicking on the report and selecting Add. See Creating Initiatives.
Modify the default information displayed on the report by selecting Edit, then Customize, and applying these options:
Table 11. Initiative Report Options
Option | Description |
|---|---|
Set System Defaults | Apply customizations to an entire application. |
Group by associated object type | Group initiatives of the same type together. |
Show trend view as default | Display tracking information such as percentage complete and status. |
Name | Display initiative names |
Status symbol | Use performance indicators representing initiative status. |
Start Date | Display when initiatives start. |
Completion date | Display completion dates. |
Cost | Display the dollar cost. |
Creator | Identify the employees who created initiatives. |
Status | Display the current status, such as “In Progress”. |
Priority | Display initiative priority (1 is the highest). |
Original Due Date | Display the first date by which initiatives were meant to be completed. |
Revised Due Date | Display adjusted completion dates. |
Due Date | Display the date by which initiatives must be completed. |
Percent completed | Display completion status as a percentage. |
Effort | Display the number of work days required. |
Owner | Display the assigned employees. |
Associated to | Display the objects with which the initiative is associated. |
Owner | Displays initiative owners. |
Due Date | Displays the expected completion date. |
Revised Due Date | Displays the last revised due date. |