The Initiative Detail view is where you view, enter and manage all information related to a planned Initiative.

This article explains each section of the Initiative Detail page, from top to bottom.

Templates, export and delete options

At the top of the page, you can manage templates and general Initiative actions.

1. Save Template
   Saves the current Initiative as a reusable template.
2. Apply Template
   Applies a saved template and replaces the existing Initiative details.
3. Download Initiative PDF
   Exports the Initiative as a PDF for documentation or sharing.
4. Delete
   Permanently removes the Initiative

PSA and Quotes

This section connects the Initiative to related sales and service records.

1. Create PSA Ticket
   Creates a new PSA ticket linked to the Initiative.
2. Link PSA Opportunity
   Associates an existing PSA opportunity.
3. Link Quotes in Quoter
   Opens Quoter, allowing you to connect Quotes to your Initiatives.

These options help align planning work with operational and sales workflows.

Status, Priority, Schedule, Contact, and Meetings

This section defines the overall context of the Initiative.

1. Status
   Indicates the current stage of the Initiative.
   • Open
   • Proposed
   • Approved
   • In Progress
   • Completed
   • On Hold
   • Declined
2. Priority
   Use this setting to indicate the initiative's urgency and visually distinguish higher-priority work on the roadmap.
3. Schedule
   When the Initiative is due to be completed or actioned. This also determines where it appears on the Roadmap.
4. Contact
   Assign a team member responsible for the Initiative. By default, this is the user who created it. You can change the Contact at any time to transfer ownership, and if a team member is removed from Lifecycle Manager, you're prompted to reassign any initiatives they own.
5. Meetings
   Allows you to link the Initiative to related client meetings.

These settings help provide visibility and planning context.

Title and Executive Summary

• Title
  This is the name of the Initiative. A descriptive title makes it easier to identify on the Roadmap.
• Executive Summary
  Describe the purpose, scope, or reasoning behind the planned work.

Action items

The Action Items section allows you to create or link related action items with the Initiative.

This helps track tasks that support the Initiative and keeps related work connected.

Goals

The Goals section allows you to link the Initiative to one or more Client Goals.

Linked Goals provide strategic context about the initiative.

Budget

The Budget section allows you to add financial line items to the Initiative.

You can add both One-time fees and Recurring fees.

One-time fees

One-time fees can be added as:

• Flat Fees: Applied once per line item.
• Per Asset: Applied once for every hardware asset associated with the Initiative.
• Per Unit: Applied based on the number of units you specify.

Recurring Fees

Recurring fees can also be added as Flat Fees, Per Asset Fees, and Per Unit Fees, and a billing frequency option can also be applied:

• Monthly
• Yearly

These line items determine the Initiative's financial impact and are reflected in the Roadmap and the Budget section of Lifecycle Manager.

Assets

The Assets section allows you to associate hardware assets with the Initiative.

Linking assets provides visibility into which devices and infrastructure are affected and impacts budget calculations when using per-asset pricing.

When you create an Initiative directly from a client Insight or from the Hardware console, Lifecycle Manager automatically includes the assets from that insight by default. You can refine the list by adding or removing assets as needed.

Save and Cancel

At the bottom of the page:

• Click Save changes to apply updates to the initiative.

• Click Cancel to discard changes.