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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Initiatives

Steps: Set Up Initiatives

Initiatives enable you to align project and nonproject work with your organizational goals. You can analyze initiatives for cost versus budget, on-time success, project spend, and other dimensions that affect progress towards a goal. Creating initiatives is optional. You don't need to create an initiative to create a project.
  1. Access the
    Maintain Work Functions
     task.
    Add the work functions for your project workers.
    Security:
    Set Up: Job
     domain in the Projects functional area.
  2. Create goals for your initiatives to support.
  3. Edit Business Processes.
    Edit the definitions for these business processes, based on your organizational needs:
    • Cascade Goals
       to assign personal goals to project workers that are also linked to organizational goals.
    • Assign Work to Worker
       to assign project work to workers.
  4. Set up the security policies for these business processes, based on your organizational needs:
    • Cascade Goals
       to assign personal goals to project workers that are also linked to organizational goals.
    • Assign Work to Worker
       to assign project work to workers.
  5. (Optional) Access the
    Maintain Importance Ratings
     task.
    Add or edit the values that measure the importance of your initiatives. Example:
    Critical
    ,
    Significant
    , and
    Important
    .
    You can't delete an importance rating if it's already in use.
    Security:
    • Manage: Initiatives
       domain in the Projects functional area.
    • Set Up: Project Details
       domain in the Project Tracking functional area.
Create your initiatives.