Update initiative priorities in the Scenario Planner
Prioritizing initiatives is important because initiatives receive job roles and budget resources from the plan in the order they are listed on the plan.
You can prioritize initiatives on a plan that you created or on a plan that someone shared with you.
For information about creating plans, see Create and edit plans in the Scenario Planner.
For information about creating initiatives, see Create and edit initiatives in the Scenario Planner.
Access requirements
Update initiative priorities
When you change the priority of initiatives, you modify their listing order on the plan.
We recommend that you place more urgent initiatives at the top of a plan and the more fluid ones - that could be done any time and only if resources are available - at the bottom of the plan.
To update initiative priority:
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Click the Main Menu icon , then click Scenarios.
A list of plans displays.
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Click the name of a plan to open it, then locate the initiatives you want to prioritize.
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Click the box to the left of one or more of the initiatives’ name and do one of the following:
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Click the handle to the left of one of the selected initiatives’ names, then drag it up or down in the list to change the initiative’s priority.
Workfront displays the number of selected initiatives.
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Click the Prioritize box at the bottom of the plan, then choose from the following options:
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Top: Moves the selected initiatives to the top of the initiative list. The selected initiatives are listed first on the plan.
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Bottom: Moves the selected initiatives to the bottom of the initiative list. The selected initiatives are listed last on the plan.
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Select a number: Moves the selected initiatives after the initiative you indicate here.
Workfront immediately places the selected initiatives where you indicate and the numbers of all initiatives update accordingly.
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Click Save Plan to save your changes.