Creating initiatives

Creating Initiatives doesn’t have to just be done through the Insights pane. If you need to, you can create Initiatives outside the Insights pane in order to implement solutions to specific problem assets.

Initiatives can be created in Lifecycle Manager from a few different places, including:

  • directly from a client-level Insight

  • from the client Initiative list view

  • from the Roadmap

How to create an Initiative from a client-level Insight

From the details of predefined client insights, you can create an Initiative (similar to a project) to mitigate critical asset issues and execute a proactive approach to asset management.

For example, let’s assume you’ve been reviewing several insights for a client. You focus on an insight for old servers without warranty coverage. Once selected, you 'create an initiative' to propose to replace these servers with the client, which populates the listed assets in a basic initiative view.

Here are the steps to do that:

  1. Click into the desired insight you want to take action on

  2. From the detailed Client Hardware console, select the desired assets to be added to an Initiative.

  3. Click the + Add to Initiative button.

  4. From the Take action on this asset dialog, under the Add to heading, click + New Initiative and select from the list of Initiative templates. For example, select Server Replacement.

  5. Once the desired template is selected, click Finish.

Default template recommendations - When deciding to select a template for an initiative, ScalePad Lifecycle Manager defaults to a 'suggested' template based on the selected Insight or included assets. For example, when creating an initiative from High-risk servers, the suggested templates for use are Cloud Migration and Server Replacement.


How to create Initiatives from the client Initiative list view

You can find all client initiatives and their respective statuses on the Initiatives tab of your client’s page. You can create new Initiatives and add assets to them manually at a later point in time.

Here are the steps to do that:

  1. Navigate to your client's dashboard

  2. Click the Initiatives tab

  3. Click the New Initiative button

  4. Select from the list of existing templates (recommended if you know what asset types you'll be adding) or choose No template (a template can be applied later).

  5. Once the desired template is selected, click Finish.


How to create a quick initiative from the Roadmap

You can establish an initiative on the Roadmap quickly without having to go into too much detail. Here are the steps to create a quick initiative:

  1. From the Roadmap, click the Create Initiative button.

  2. Select from the list of existing templates (recommended if you know what asset types you'll be adding) or choose No template (a template can be manually added later).

  3. Based on the selected template, select the suggested insight.

  4. Enter or adjust the budget line item and the estimated cost of the line item

  5. Schedule the Initiative to a specified quarter to be actioned on.

  6. Click Create.


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