To plot out initiatives over the roadmap, you can create them directly from the Roadmap. You can create a quick initiative or enter the full edit mode of an Initiative.

How to create a quick initiative

A quick initiative enables you to get a framework of an initiative on the Roadmap without spending time fleshing out the full details of the Initiative.

Here are the steps to create a quick initiative:

  1. From the Roadmap, click the Create Initiative button.

  2. Select from the list of existing templates (recommended if you know what asset types you'll be adding) or choose No template (a template can be manually added later).

  3. Based on the selected template, select the suggested insight.

  4. Enter or adjust the budget line item and the estimated cost of the line item

  5. Schedule the Initiative to a specified quarter to be actioned on.

  6. Click Create.

Clicking the Create & edit button provides editable access to individual assets in the Initiative, executive summary, and additional budgeting tools. See Populating initiatives for more information.

Suggested from Insights

When creating a quick Initiative, each suggested insight is based on the selected template. Currently, there are 9 available templates with the mapped suggested Insight.

Quick Initiative Template

Suggested from Insights

Cloud Migration

Old Servers
Servers over 7 years old

Install Endpoint Protection

Assets without endpoint protection
Servers or workstations with no endpoint protection products found

Server Replacement

Old Servers
Servers over 7 years old

Server Warranty Coverage

Servers under 7 years old with expired warranties

Upgrade Servers to Supported OS

Servers with an unsupported OS
Servers with an unsupported version of their OS installed

Upgrade to Microsoft 365

Microsoft Office that is not cloud-based
Workstations with a version of Microsoft Office that is not Office 365

Upgrade Workstation to Supported OS

Workstations with an unsupported OS
Workstations with an unsupported version of their OS installed

Workstation Replacement

Slow workstations
Workstations over 5 years old

Workstation Warranty Coverage

Workstations under 5 years old with expired warranties


Quick Initiative vs Full Initiative

When creating new initiatives from the Roadmap, what is the difference between Create & edit and Create?

Quick Initiative

A quick Initiative (Create) is an extension of suggested Initiatives. These Initiatives are solely based on the mapped Insights identified in the Suggested from Insights section.

  • based on limited Insights

  • time saver to provide a framework for an Initiative

  • cannot distribute assets across multiple quarters

  • no ability to add individual assets except those in the Insights

Full Initiative

To thoroughly develop an initiative, there are several sections in an initiative that can be completed to provide greater clarity for a client.

  • provides editable access to individual assets,

  • ability to edit/modify the entire Initiative

  • can distribute assets across multiple quarters

  • Initiative ownership can be re-assigned


Additional articles to read

Did this answer your question?