How You Manage Initiatives

You can use the Manage Initiatives page to update existing initiatives as well as create initiatives. What updates you can make depends on the status of your initiative.

Draft Initiatives

For initiatives that are in draft status, you can make many changes. You can

The following table shows which actions can be performed in different initiative states.

Action

Available for Draft

Available for In Progress

Change Name

Y

N

Change Type

N

N

Change Procurement BU

N

N

Change Status field

N

N

Change Initiative Owner

Y

N/A

Change Description

Y

N/A

Add Internal Note

N/A

N/A

Add Attachments

N/A

N/A