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 about the Pipeline Management, choose from the articles below:
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 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 ...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: ...