Managing Initiatives Guide
Everything you need to know to create, edit and approve your initiatives can be found here. Please note that your Wave application may use different names for initiatives (e.g. projects, actions, ideas or milestones).
- Initiative Basics
- Learn how to create and update initiatives
- Create a New Initiative
- Add Impacts to an Initiative
- Enter Planned Values
- Enter Actual and Forecast Values
- Create a Milestone
- Implementation Levels
- Bulk Update Impacts or KPIs
- Cancel or Delete an Initiative
- Clone Initiatives
- Create Card Dependencies
- Edit or Delete Impacts
- Impact Estimates in Wave
- Using Attachments
- Using KPIs
- Approve Initiatives
- Easily find initiatives and move them through the stage gate approval process
- Initiative Resources
- Further understand aspects of your initiatives, such as impacts, tracking and terminology