You can move an initiative or initiative branch in the tree in the following ways:
Up or down within one level in the hierarchy
Up or down to another branch in the tree
Moving an initiative under a data initiative converts the parent initiative to a group initiative.
How to move an initiative up or down within one level in the hierarchy
1 In Overview, choose Edit. Then, select an initiative.
2 Perform one of the following tasks:
To move the selected initiative higher within the selected branch, choose Move Up.
To move the selected initiative lower within the selected branch, choose Move Down.
3 Choose Save.
How to promote or demote a initiative branch in an initiative tree
1 In Overview, choose Edit. Then, select an initiative.
2 Perform one of the following tasks:
To move the selected initiative branch up to the next highest level in the tree hierarchy, choose Decrease indent.
To move the selected initiative branch down to the next lowest level in the tree hierarchy, choose Increase indent.
In the example shown in Figure 4‑14, the Pilot new call handling process initiative is demoted to a subinitiative of the Incorporate team feedback initiative.
Figure 4‑14 Demoting an initiative
3 Choose Save.
How to move an initiative or initiative branch to another measure
Moving an initiative to another measure and location pair deletes the initiative from the original measure and location pair.
1 In Overview, choose Edit. Then, select an initiative or initiative branch.
2 In Select measure and location, in Measure, choose Edit. Select a measure, as shown in Figure 4‑15. Then, choose Save.
Figure 4‑15 Selecting a measure
3 In Location, choose Edit. Select a location, as shown in Figure 4‑16. Then, choose Save.
Figure 4‑16 Selecting a location
4 Choose OK.
5 Choose Save. The branch moves to the new measure and location pair.
How to delete a initiative
Deleting an initiative also deletes all of the initiative’s subinitiatives.
1 In Overview, choose Edit. Then, select an initiative.
Up or down within one level in the hierarchy
