Introduction to Initiative Management

Initiative Management (IM) is a powerful module that allows users to:

  • Create customized forms and workflows to capture all the information about a project from beginning to end, then
  • Import that information into Plutora using scripts.

IM is so customizable that it can technically be anything you would like it to be. For example, users could create forms that allow them to capture the core details of a project, estimate the cost, then have IM automatically create Releases in Release Manager using that information.

Initiative Management form v45200

The IM module can be found in the following areas:

  • IM Dashboard:
    IM Dashboard v45200

    • Customizable dashboard displaying the information captured by the IM forms.
    • Go to Dashboard > IM Dashboard.
  • IM Menu:
    IM menu v45200

  • IM Reports:
    • Go to Reporting > Report Center.
  • IM Customizations:
    • Go to Settings > Customizations > Initiatives.
    • Form Builder:
      • Allows administrators to build IM forms.
    • Setup (Initiative) Customization:
      • Allows administrators to:
        • Enable IM to that the IM Dashboard and IM menu appear in the blue navigation bar.
        • Customize the IM menu name.
        • Customize the formatting of the IM menu.
        • Create the IM menu structure and links.

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