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An initiative is an individual business case. It contains all the details required to evaluate financial value, including attributes, benefits, costs, actuals, and comments, and can be submitted through an approval workflow to become active.

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Creating an initiative

1

Navigate to the Initiatives tab from any level

2

Click "+ Add a new initiative"

3

Complete the New Initiative form

Fill in the Name, choose a Strategic Theme, select the parent Portfolio and Product, set the Start Month, and select a **Risk Level **(Low, Medium, or High).
4

Click "Create Initiative"

The initiative is created in Draft status. You may now add details, benefits, and costs before submitting for approval.