Initiatives

Create

Log in to MyPrism and open the App Launcher. Select Business under Elevate to access the Business Dashboard.

Click Initiative and then Create Initiative. Fill in the required details: Title, Period (fiscal year), Status (e.g., Ideation, Execution), Priority, Owner, Business Function, Category, Domain, Impact, and Description.

Click Save to complete the process.

Update

Navigate to Initiative on the Business Dashboard. Select an existing initiative from the list. A split-screen view will appear for editing. Make updates to the Title, Description, Period, Category, or Owner.

Your changes are auto-saving.

Link and Add Requirement to and within Initiative

Navigate to Initiative on the Business Dashboard. Open an initiative and locate the Requirements section.

To link, click Link, search by title, and select from the dropdown.

To add, click Add, enter details (Title, Category, Business Function, Description), and click Save.

To unlink a requirement, click Unlink.

Delete

Navigate to Initiative on the Business Dashboard. Select an initiative from the list and ensure the Delete button is enabled.

Click Delete, then confirm.