Maintaining Initiatives

As system administrator, you maintain some of the elements used in creating Initiatives as well as resetting Initiatives to the active stage after their measure data has been updated and approved each fiscal period. You may also need to import a file of Initiatives.

Maintenance tasks for Initiatives include:

• Maintaining opportunities used in creating Initiatives
• Maintaining resources used in creating Initiatives
• Resetting Initiatives to active tracking status
• Importing Initiatives in bulk
• Creating Initiatives from Capital Planning data
• Deleting aborted Initiatives
• Updating Initiative measure data – The Initiative owner typically updates Initiative data, but if you ever need to, use these instructions.