Creating an Initiative

You must have one of the following user type permissions:

• BI Author Developer

• BI Tenant Administrator

Home > Oracle Business Intelligence > Catalog

1. Edit the scorecard for which you want to create an initiative. For information, see "Opening or Editing a Scorecard".
2. In the Initiatives pane:

   • If the initiative that you want to create can be independently implemented, then select the root initiative.

   • If the initiative that you want to create is required to meet a higher-level initiative, then select the higher-level initiative.

3. Click the Create Initiative toolbar button or right-click and select Create Initiative.
4. Highlight the default initiative name in the top left corner of the tab and enter a new name for the initiative.
5. In the Description field, enter a description of the initiative.
6. Specify the analytic information (including the KPIs to be used to measure the progress of the initiative) by completing the Analytics pane. For information, see "Completing the Analytics Pane for an Objective or Initiative".
7. Specify the collaboration information by completing the Collaboration pane as follows:
   1. (optional) Add comments by clicking the Add Comment button. See "Comments".
   2. Specify the business owner that users can contact by clicking the Set User button. By default, the business owner is the creator of the scorecard.
   3. (optional) Add related documents by clicking the New Row button.
   4. (optional) Add the key resources by clicking the New Row button.
8. In the Related Items pane, add one or more objectives that require this initiative in order to succeed. To add an objective, drag the objective from the Strategy pane and drop it in the Objectives for this Initiative table.
   The Initiative Linkage dialog is displayed, where you specify how closely the initiative and the objective are related and whether changes to the values in this initiative have a direct or inverse impact on this objective.
9. Click Save.