Associate an initiative with a project

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Associate an existing improvement initiative with a project.

    Before you begin

    Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

    Procedure

    1. Open the project view.
    2. Select the Initiatives icon (Initiatives icon) from the Notes and initiatives panel.
    3. Search for and check one or more initiatives to associate with the project.
    4. Select Link.

    Result

    The associated improvement initiative displays in the refreshed initiatives list.