Master Plan Tutorial

Initiatives

Click on the Initiatives link to add, copy, view, edit, or delete initiatives. A new window will appear listing your cluster group and the initiatives available for that cluster group.

 

 

Initiative Details

To view the details of an initiative, click on the name of the initiative, for example, "Example Approved for Budget Initiative".

 

Click on the back arrow in the browser window to go back to the Initiatives "home" page.

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Add Initiative

From the initiatives "home" page, please select the "Add Initiative" link.

A new window appears enabling you to enter in all the information for the new initiative.

NOTE: If you add information to the objective window built within you will need to click the Save Objective button BEFORE clicking the Save Initiative button. You may only have 5 objectives per initiative.

 

You may also "Add [a] Resource Need" to your initiative by clicking on the "Add Resource Need" link under objectives-

Fill in all the pertinent information and then click on "Add Need" or click on Close to close the window.

NOTE: Each Cluster Group is allotted a specific number of initiatives at a time (active initiatives). Once all the initiatives are used you are allowed to add a zero dollar (0$) budget initiative, which means there is no associated cost with the initiative.

When the information has been entered, click Save Initiative.

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Edit Current Initiative

To edit the current initiative, select the edit symbol to the right of the initiative. A new window will appear and you will be able to edit or delete resource needs for your initiative.

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For example....

If you were to choose the edit symbol to the right of "Example Approved for Budget Initiative" (see below).

 

Then you would find a new window appears with similar initiative details as the image below.

 

However, if you choose the edit symbol to the right of "Example Declined for Budget Initiative" (see below). NOTE: You can only edit certain parts of past initiatives.

 

Then you would find a new window appears with slightly different initiative details (more extensive editing capabilities) as seen in the image below.

 

Click on the add symbol to add a new objective.

 

Once all the information is entered click on Save Objective.

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Click on the edit or delete symbol to edit or delete specific resources (objective need). If you choose to edit the objectives a new window will appear enabling you to update the objective need.

 

When you complete the updates, click on Update or click on Close to close the window.

If you choose to delete the objective a pop up window will appear alerting you to verify the deletion.

 

Click OK or Cancel.

You may also "Add [a] Resource Need" to your initiative by clicking on the "Add Resource Need" link under objectives.

 

Fill in all the pertinent information and then click on "Add Need" or click on Close to close the window.

NOTE: When you select an Impact Area an email will go directly to that impact area once need has been added.

Click on the back arrow in order to go back to the Initiatives "home" page for your initiatives.

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Copy Initiative

From the initiative's "home" page you may copy information from one initiative to the current fiscal year. NOTE: You can only copy an initiative that was declined in the previous fiscal year.

To do this you will click on the copy icon to the right of the initiative you would like to copy.

A pop up window will appear alerting you to verify the copy.

 

Click OK or Cancel.

From the initiative's "home" page you will see the copied initiative in the next fiscal year. You have the option to edit and delete the initiative, see Edit Current Initiative for more details.

 

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Delete Initiative

To delete an initiative click on the delete icon to the right of the initiative.

 

If you choose to delete the initiative a pop up window will appear alerting you to verify the deletion.

 

 

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Click here for Cluster Prioritization