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Execute an initiative

After the initiative is approved, it can be executed.

There are two ways to execute an initiative: by adding a new project, or associating an existing one. For our case, an existing project will be associated. To do so, we will use the "Improve sales strategies 2022" project, created in the SE Project quick guide.

 

Execute the initiative

To execute the initiative, access the My tasks > Portfolio > Initiative execution menu.

Select the initiative approved in the Approve an initiative section. Click on the arrow next to the button, and then on the Associate option.

Choose the project created in the SE Project quick guide.

Click on the button.

After doing that, the initiative will be executed, and the project can be viewed on the initiative data screen.

With the initiative executed, its implementation will move on through the SE Project component.


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