How do you add a new initiative?
To add a new initiative, go to "Pipeline Management"
Click "Pipeline"
Here you can manage all your initiatives:
To add a new initiative, Click
"Add":
Type the Initiative name, the leader, and the confidentiality level; type the budget and the duration, select the board color, and enter the description:
Now, choose the taxonomy: Select the business unity, the capabilities and the sub-capabilities, the industries and sub-industries, the regions and countries, and the strategic lever.
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How to close a initiative?
To close a "Pipeline Initiative", go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: To close the initiative, find the initiative and click "Close": Confirm that you want to close the initiative: The initiative is ...
How to edit a initiative?
To edit a Pipeline Initiative, go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: To Edit the initiative, click "Edit": Change any information you want: Click "Submit": The Initiative is updated: To learn more ...
How do I reject a initiative?
Go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: Find the Initiative you are looking for and click "Reject" under the hamburger menu: Confirm that you really want to reject the Initiative: The initiative status ...
How can I view a initiative content?
To view an pipeline initiative, go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: To view the content of a initiative, click "View": A pop-up will open showing you the initiative details: Click cancel to go back ...
How to add a new Guiding Principle?
To access the Guiding Principles, go to "Pipeline Management": Click "Guiding Principles" On this screen, you can view and manage all the Guiding Principles: Click "Add Guiding Principle" Select the Year, enter the scope and the title: Enter the ...