Enable or disable the Initiative Overview tab

In Initiative plan files Files for modeling and saving Initiative planning and configuration data. Each Initiative has a unique plan file that is dynamically generated based on a template., the Overview tab is enabled by default. Initiative creators and other users who have access to Initiative plan files in the Web Client can disable the Overview tab that provides instructions on creating Initiatives. If, however, a user wants to re-enable the tab, there is currently no way for the user to do that in Initiatives plan files. As system administrator, you can re-enable the tab for any user.

To enable or disable the Initiative Overview tab:

1. In the Navigation panel, click Admin > Settings.

2. On the Settings page, click the User Preferences tab.

   When an Enable Overview tab setting is set to On, the user can see the Overview tab; when it is set to Off, they cannot:

   

   User Preferences tab showing which users have enabled/disabled the Initiative Overview tab

3. Click the Enabled toggle to On.
4. Click Save.

The next time the user visits the Initiatives page, the Overview tab will display. If it is not, ask the user to refresh the page.