Associate an initiative

Associate an existing improvement initiative with a project.

Before you begin

Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

Procedure

1. Open the project view.
2. Select the 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.