Initiative Planning Admin Guide
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Initiative Planning Admin Guide
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Article Summary
This article serves as a supplemental guide focused on setting up Initiative Planning, which helps define, justify, and manage budget requests for discretionary items such as resources, equipment, services, or capital projects. It outlines how initiative templates support budget decisions by consolidating financial data, tracking impacts, and enabling workflow-based approvals.
This guide is an addition to the Planning Admin Guide. It provides information specific to setting up Initiative Planning only. It should be used as a supplemental guide to the Planning Admin Guide.
Initiative Planning consolidates the financial information, the supporting justification, and the statement of impact for a specific request for implementation in the budget. Requests for resources, new services and programs, additional equipment and vehicles, and capital items can be generated.
Initiatives organize and describe proposed costs changes to allow budget decisions to be made. Initiative budgeting allows you to:
Budget for discretionary items (resources, equipment or capital items) separately from other organizational budgets;
Consolidate financial information;
Provide supporting justification information for proposed initiatives;
Track impact details.
Initiative templates are subjected to a workflow approval process. Once initiatives are approved, they are rolled up to a final budget or forecast.
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