Initiative form
Learn about the fields of the initiative form. Use this form to create or edit the details of an Initiative in Strategic Planning.
These fields are displayed on the full details page of the initiative.
| Field | Description |
|---|---|
| Name | Brief description of the initiative. |
| Description | Detailed information of the initiative.You can refine initiative description using the Refine records skill, if the Now Assist for SPM application is installed. |
| State | Current working state of the initiative. |
| Owner | User assigned to this initiative. |
| Planning state | State of the initiative in the Strategic Planning workspace. |
| Percent complete | Percentage of work completed for this initiative. |
| MoSCoW | Priority of this initiative based on its importance. The available options are:- 1 - Must have - 2 - Should have - 3 - Could have - 4 - Won’t have |
| Work notes | Notes to capture the updates and discussions on the initiative as the work progresses. |
| Strategic priority | Strategic priority that this initiative is associated to. |
| Field | Description |
|---|---|
| Approved start date | Approved start date for this initiative. |
| Approved end date | Approved end date for this initiative. |
| Actual start date | Actual date on which the work for this initiative has started. |
| Actual end date | Actual date on which the work for this initiative is complete. |
| Priority | Priority of this initiative. |
| Business capabilities | Business capabilities of this initiative. |
| Business application | Business application that this initiative is related to. |
| Other impacted business applications | Business applications that this initiative has an impact on. |
| Field | Description |
|---|---|
| Overview | Business case overview of this initiative. |
| Background | Background for this initiative. |
| Limitations | Applicable limits to this initiative. |
| Approach | Planned approach to work on this initiative. |
| Benefit | Business benefit from this initiative. |
| Field | Description |
|---|---|
| Planned cost | Planned cost to take up this initiative. |
| Planned capEx | Planned capital expenditure for this initiative. |
| Planned opEx | Planned operational expenditure for this initiative. |
| Planned benefit | Planned benefit from this initiative. |
| Actual benefit | Actual benefit achieved from this initiative, |
| Actual cost | Actual cost on this initiative. |
| Actual capEx | Actual value of capital expenditure for this initiative. |
| Actual opEx | Actual value of operational expenditure for this initiative. |
| Planned ROI | Planned return of investment for this initiative. |
Parent Topic:Form field information for Strategic Planning
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