Overview of Steps to Set Up Initiative Planning

This is only an overview of the steps. How to complete each step is described in detail in the topics below.

1. Add an Initiative type template on the Template List page.

2. Create Categories on the Line Item Category page.

3. Set up Approval Roles for the new template.

4. Set up Categories.

5. Perform Template Setup (design).

6. Set up Attributes to Map to Initiatives.