Creating an Initiative

New initiatives are created through a short wizard that collects the essential details upfront. Once created, the initiative opens immediately so you can add impacts, costs, and roadmap placement.

Opening the Wizard

Click + Add to Portfolio in the Portfolio Overview toolbar, then select New Initiative from the options — or use the equivalent entry in the app menu.

The wizard opens as a modal overlay with a progress indicator at the top showing your position across the steps.

Step 1 — Initiative Type

Question: What type of initiative are you creating?

Choose which type the initiative belongs to:

Click an option to select it, then click Next.

This step may be skipped if the wizard is launched from a context where the type is already known.

Step 2 — Category

Question: Which area does this initiative support?

Select one of the three driver dimensions:

The category determines which drivers the initiative can impact. It can be changed later from the initiative's Details tab.

Click an option to select it, then click Next.

Step 3 — Name

Give your initiative a name.

Type a clear, concise name that teammates will recognise — for example, "AI Platform" or "Data literacy training programme".

The name field is required. The Next button remains disabled until at least one character is entered.

Step 4 — Estimate the Investment

Capture an approximate cost.

Enter an estimated budget for this initiative. The field shows a live formatted preview as you type.

This field is optional — you can leave it blank and add or refine the cost later from the initiative's Details tab.

Click Finish to create the initiative.

After Creation

Once you click Finish, the initiative is saved and its detail window opens automatically. From there you can:

• Edit the name, description, category, and cost on the Details tab
• Add driver impacts on the Impacts tab
• Record cost entries on the Cost Impacts tab
• Schedule the initiative on the Roadmap tab