This button creates a new Initiatives record and attaches that record to the Portfolio Planning Worksheet. Click the down arrow to see two methods to add an initiative:
If you select "New", an empty initiative record opens. The initiative is automatically linked to the portfolio plan. Complete the initiative fields and save the record. You can navigate back to the portfolio plan by clicking the Plan field label in the header of the initiative.
If you select "Add From Template", a dialog opens showing a list of projects.
Select a project to use as a template for your new initiative by placing a checkmark in the first column of the line and then clicking the OK button. The dialog closes, the new initiative record is created and appears in the portfolio plan details table. Click the Initiative ID field to open the new initiative.
This button links existing initiatives to the portfolio plan. Click the button to open the Link Initiatives dialog.
Use the first column of the table to select one or more initiative records and then click the Save button at the bottom of the dialog. The dialog closes and the linked initiatives appear in the portfolio plan details table.
Note that an initiative can be linked to more than one portfolio planning worksheet.
Portfolio plans can encompass as many planning years as you wish. Use the From and To Year fields to determine the scope of the plan. Type a year in the field or use the spinner control. After entering the years, click the Filter button, below, to apply your settings. A column for each year selected appears in the portfolio plan details tab table.
Portfolio plans can encompass as many planning years as you wish. Use the From and To Year fields to determine the scope of the plan. Type a year in the field or use the spinner control. After entering the years, click the Filter button, below, to apply your settings. A column for each year selected appears in the portfolio plan details tab table.
Portfolio plans can encompass as many planning years as you wish. Use the From and To Year fields to determine the scope of the plan. Type a year in the field or use the spinner control. After entering the years, click the Filter button to apply your settings. A column for each year selected appears in the portfolio plan details tab table.
