Ideas
In This Article Overview Navigation List View Key Features List View Functionality Cards View Key Features Common Features Across Both Views Ne...
Mon, 13 Apr, 2026 at 3:30 PM
In This Article Overview Email Icon Download Initiative Icon Notes & Attachments Icon Change Log Icon Options Menu (Three-Dot Icon) Access Idea...
Mon, 13 Apr, 2026 at 3:37 PM
In This Article Overview Idea List View Next Steps: Overview This article is based on the Ideas list view that is displayed on the initiatives screen....
Sun, 1 Feb, 2026 at 6:09 PM
In This Article Overview Adding an Idea/Initiative Next Steps: Overview Ideas/Initiatives can be added to you idea/initiative module. Follow the below...
Sun, 1 Feb, 2026 at 6:11 PM
In This Article Overview Edit an Idea Initiative Information Tabs Next Steps: Overview You can edit an existing Idea/Initiative by clicking on the i...
Sun, 1 Feb, 2026 at 6:12 PM
In this article Overview Workflow stage Status widgets Run Rate Benefits Overdue Actions Risk KPIs Next Steps Overview The Idea/Initiative Perf...
Sun, 1 Feb, 2026 at 6:15 PM
In this article Overview Navigation Adding Non-Financial Benefits Next Steps Overview The Overview tab is where most of the information about the Ide...
Sun, 1 Feb, 2026 at 6:16 PM
In This Article Overview Enabling the Idea VDT VDT Screen 1. VDT Views 2. Period Selector 3. Edit Mode 4. Status Colors 5. Options Menu 6. Node Ty...
Mon, 13 Apr, 2026 at 3:36 PM
In This Article Overview Access the Workplan Menu Workplan Menu Next Steps Overview Use the Workplan to map out the activities that must be performed...
Fri, 20 Dec, 2024 at 4:00 PM
In this article Overview Navigation Next Steps Overview Use the Risk tab to record risks that may impact the successful implementation of the Initiati...
Sun, 1 Feb, 2026 at 6:25 PM