Initiative Lifecycle

Every initiative moves through a defined set of statuses from creation to completion. Understanding the lifecycle helps you know what actions are available at each stage and who can take them.

Status	Notes
Draft	The default status when an initiative is first created. All details, benefits, and costs can be freely edited. Actuals are not yet available. Contributors can submit or delete their own draft initiatives. Admins and Super Admins can also submit, edit, or delete any draft initiative.
Proposed	The initiative has been submitted for review and is awaiting approval. The contributor who created it can recall it back to Draft if edits are needed. Admins and Super Admins can approve the initiative (making it Active) or send it back to Draft with a request for changes.
Active	The initiative has been approved and is now live. Actuals tracking is enabled - team members with Contributor access can record monthly actual benefits and costs. The initiative is included in all overview and analysis metrics. Admins and Super Admins can archive an Active initiative when it is complete or discontinued.
Archived	The initiative has been closed out. It remains visible for historical reference and reporting but can no longer be actively edited. Admins and Super Admins can restore an Archived initiative back to Active status if needed.

Actuals are only available for Active initiatives
The Actuals tab is not enabled until an initiative has been approved and moved to Active status.

Formula Builder

Approvals

Intro

Getting Started

Organization Settings

Managing Your Workspace

Financial Analysis

Workflows