Initiative Detail

Opening an initiative from the portfolio table opens the initiative detail window. It has four tabs: Impacts (shown by default), Details, Cost Impacts, and Roadmap.

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Details Tab

The Details tab contains all the core information about the initiative. All fields are edited inline — click any field to edit it, and changes are saved automatically.

Fields

Field	Description
Name	The initiative's title. Required — cannot be left empty.
Category	Governance, Architecture, or People. A button picker appears when editing.
Estimated Cost	The approximate budget for this initiative.
Description	A free-text description of the initiative's purpose and scope.
Expected Value	A qualitative rating of anticipated benefit: Very Low / Low / Medium / High / Very High.
Relative Cost	A qualitative rating of the investment required: Very Low / Low / Medium / High / Very High.
Confidence	How confident the team is in the estimates: Low / Medium / High.

The Expected Value, Relative Cost, and Confidence fields use a compact button picker — click the desired level to select it immediately.

Danger Zone

Admins see a Danger Zone section at the bottom of the Details tab with a Delete Initiative button. Clicking it opens a confirmation dialog. Deletion is permanent and cannot be undone.

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Impacts Tab

The Impacts tab is where you record which drivers this initiative will improve, and by how much. This is the data that feeds into Scenario Analysis.

Adding a Driver Impact

1. Click the Search and Add a Driver that this Initiative influences field.
2. A dropdown appears with all available drivers, grouped by category (Governance / Architecture / People).
3. Use the All / Governance / Architecture / People filter buttons to narrow the list, or type to search by name or category.
4. Each driver in the list shows a Fixed or Variable badge.
5. Click a driver to add it to the impacts list.

Configuring an Impact

Each impact entry shows: - The driver name and category icon - A Fixed or Variable type badge - Controls to set the impact amount (editable users only)

Impact type — toggle between two measurement approaches: - Percentage — enter a value from 0–100%. Represents the percentage improvement on the driver's current score. - Numeric (1–10) — use the slider to set a target score directly on the 1–10 maturity scale.

Changes are saved automatically when you adjust the value.

Removing a Driver Impact

Admins can remove a driver impact by clicking the ✕ button on the impact row.

Orphaned drivers: If a driver was deleted from the system after being added to this initiative, it appears with a warning icon and labelled "Deleted Driver". Admins can remove these entries.

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Cost Impacts Tab

The Cost Impacts tab records how this initiative affects the organisation's cost base — both reductions and increases.

Adding a Cost Impact

1. Click the Search and Add a Cost Driver or Category field.
2. A dropdown appears showing available cost drivers grouped by category. Drivers already added are excluded.
3. Each entry shows whether it is a One-time or Recurring driver.
4. Click an entry to add it.

Configuring a Cost Impact

Each cost impact entry shows: - The cost driver or category name - A Driver or Category badge - Controls to configure the impact (editable users only)

Type toggle — select whether the cost impact is: - One-time — a single occurrence - Recurring — ongoing across periods

Value — enter a percentage. The value can be: - Negative — cost reduction (shown with a "Cost reduction" hint) - Zero — no change - Positive — cost increase (shown with a "Cost increase" hint)

Removing a Cost Impact

Admins can remove a cost impact by clicking the ✕ button on its row.

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Roadmap Tab

The Roadmap tab places the initiative within the organisation's strategic roadmap phases and visualises how it delivers value over time.

Roadmap phases are configured by admins in My Organisation → Roadmap.

The tab has three sections:

1. Gantt Timeline

A visual bar chart showing each active phase as a coloured bar across a month-by-month axis. Hover over a bar to see the precise start and end dates.

If no phases have dates set yet, this section shows a placeholder message.

2. Phase Table

A table listing all configured roadmap phases with the following columns:

Column	Description
Phase	The phase name with its colour indicator
Start	Month picker for when this initiative begins in this phase
End	Month picker for when this initiative ends in this phase
Impact %	What percentage of the total initiative value is delivered in this phase

Set start and end dates by clicking the month pickers. Phases without dates are shown as unassigned.

Impact Percentage

The Impact % column controls how value delivery is distributed across phases. All active phases must sum to 100%.

• The total is shown below the table with a ✓ (valid) or ✗ (invalid) indicator.
• If the total is below 100%, a warning is shown.
• If a phase value is negative or exceeds 100%, an error is shown.

Distribute by Importance — click this button to automatically assign impact percentages across all active phases using a bell-curve distribution. Middle phases receive more weight than early or late phases. This is a useful starting point if you are unsure how to apportion value.

3. Driver Impact Over Time

If the initiative has fixed driver impacts and at least one phase with dates set, a Driver Impact Over Time chart is shown.

This SVG line chart visualises how each affected driver's maturity score is projected to improve from the current baseline through each phase. Each driver is shown as a separate coloured line, starting from a Current (Baseline) point on the left.

A legend below the chart lists each driver with its projected improvement — for example: "Data Ownership (3.2 → 6.8)".

Only fixed drivers are shown in this chart. Variable drivers (which have scores that can vary per product) are not included.