Initiatives overview in the Scenario Planner
The Scenario Planner is available only in the new Adobe Workfront experience and requires an additional license. For information about the Workfront Scenario Planner, see The Scenario Planner overview.
As a business manager, you can create initiatives for plans in the Adobe Workfront Scenario Planner. For information about creating plans, see the article Create and edit plans in the Scenario Planner.
Initiatives overview
Using the Workfront Scenario Planner, you can estimate and review the following information for each initiative:
- Estimate the kind and number of job roles that might be required to complete the initiative. This adds to the Required job role count for the plan as well as calculates the People Costs that you can review for an initiative.
- Estimate the Fixed Costs associated with the work needed to complete the initiative.
- Estimate the Planned Benefit that your company might gain when the initiative is completed.
To view information about your initiatives, you can access individual initiatives within a plan. For information about creating and accessing initiatives, see the article Create and edit initiatives in the Scenario Planner.
Considerations about initiatives
Consider the following when creating initiatives:
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You must create a plan before you can create an initiative.
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You can create initiatives from scratch or you can import projects into a plan. The projects become initiatives within the plan.
For information about creating initiative from scratch, see Create and edit initiatives in the Scenario Planner.
For information about importing projects into a plan to create initiatives from projects, see Import projects to plans in the Scenario Planner.
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Initiatives are smaller planning units than plans and they are created only as part of a plan.
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The shortest initiative can have a duration of 1 month. The longest initiative can have a duration of 5 years.
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You cannot do actual work on an initiative. At the initiative level, you can define what resources are needed and what cost those resources will incur so you can start executing one of the demands of the plan. For example, if your company has a plan to expand and acquire a new office in a new location, your department might have an initiative to install the network infrastructure for that new location.
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You can create multiple initiatives in a plan. With each initiative, you can outline a high-level strategy to accomplish the work in your department.
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You can prioritize initiatives within a plan, to ensure that the most important initiative receives the most budget and the most resources.
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When you create initiatives within a plan everyone that views that plan can also view all the initiatives within the plan.
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You can publish initiatives to create projects or to update the projects that are linked to them. For information about publishing initiatives, see Update or create projects by publishing initiatives in the Scenario Planner.
Financial information about initiatives
You can review financial information about individual initiatives to understand how the initiatives fit within the plan. For information about accessing an initiative, see the article Create and edit initiatives in the Scenario Planner.
You can view the following financial indicators about an initiative by accessing it within a plan:
Initiative information in reports
You can display initiative information in reports, as described in the table below. This information is available in your Workfront instance only when your company has purchased a Workfront Scenario Planner license.
*These fields populate with information from the project linked to the initiative, only when the initiative was created from a project or was published to a project at least once. For information about publishing initiatives, see Update or create projects by publishing initiatives in the Scenario Planner.