Update milestone status for an Initiative

Milestone status affects the overall status of an Initiative, so it is important to keep milestones up-to-date. The Initiative owner The user responsible for ensuring that the Initiative is executed and that its measure data and milestone statuses are updated according to schedule. The Initiative owner is also responsible for reviewing the Initiative during the creation approval process. and Initiative sponsor The user who authorizes Initiatives, including those that are proposed by someone else and those that they propose. The Initiative sponsor does not create Initiatives but instead provides authority for work to be done on Initiatives. The sponsor also reviews and approves Initiatives during various stages in Initiative approval processes. can update an Initiative’s milestones when the Initiative is in the Active Tracking The Initiative approval process stage in which Initiative owners and system admins can update Initiative measure data and milestone status. stage.

To update an Initiative milestone:

1. Open the Initiative’s plan file page.

2. Click the [date] Results tab.

   NOTE: This tab is only available for Initiatives that are in the Active Tracking stage.

3. To update the milestone, in the Status column, click the drop-down, and select the status.
4. In the Comment field, type a comment, if desired.
5. Click Save.