How can I delete a initiative?
Go to "Pipeline Management":
Click "Pipeline"
Here you can manage all your initiatives:
Find the Initiative you are looking for and click "Delete" under the hamburger menu:
Confirm it by clicking "Yes":
The initiative is deleted from the pipeline:
NOTE: You can only delete Initiatives that have the status "Idea". You cannot delete rejected initiatives or the ones that were converted to Demand, RFI and RFP.
Related Articles
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 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 ...