Initiatives - ValueMap Docs

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.

Creating an initiative

Navigate to Cases → Initiatives tab (or from within a product)

Click ”+ Add a new initiative”

Complete the New Initiative form

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

Click “Create Initiative”

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

Products

Initiative Details

​Creating an initiative

​Navigate to Cases → Initiatives tab (or from within a product)

​Click ”+ Add a new initiative”

​Complete the New Initiative form

​Click “Create Initiative”

Creating an initiative

Navigate to Cases → Initiatives tab (or from within a product)

Click ”+ Add a new initiative”

Complete the New Initiative form

Click “Create Initiative”