You can create a new Initiative from a client's Roadmap in Lifecycle Manager. This article explains how to create a new Initiative from a client's Roadmap.

Navigating to a client's Roadmap

1. Hover over Home in the top navigation bar.
2. Click Clients from the drop-down.
3. From the client list, click the name of the client you would like to create an Initiative for.
4. Click Roadmap from the left navigation panel.

The client’s Roadmap opens, displaying all scheduled and unscheduled Initiatives for that client.

Creating a new Initiative from the Roadmap

1. From the client's Roadmap, do one of the following:
   • Click New Initiative at the top of the page, or
   • Click the + icon in the upper-right corner of the quarter column where you want the initiative to appear.
2. In the Initiative detail view, enter the Initiative information, such as the title, executive summary, and any planning or financial information.
3. Click Save Changes in the lower right of the Initiative Details view.

The initiative now appears on the Roadmap in the selected quarter column. If no schedule information was added in the Initiative Details view, the Initiative will stay in the Not Scheduled column.

For a full explanation of each section in the Initiative Details view, see Understanding the initiative Detail view.

Create or link Initiatives from other areas of Lifecycle Manager

You can also create a new Initiative, or link an existing Initiative from other areas, including:

• Action Items

• Hardware Asset console

• Meetings

• Assessment Items

• Goals

In these locations, you are prompted to either link an existing Initiative or create a new one.