Map Attributes to Initiatives

Mapped attributes are available for end-user selection/input when the Initiative is added via the Planning Control Panel for budgeting/forecasting.

Let's use the Cake Baking example used in the Initiative Setup documentation. The initiative is to bake a cake. When your end users add this initiative via the Planning Control Panel, you want them to enter a date when the initiative begins and a date when it will end (which is when the cake is baked and all the slices are sold). Dates are attributes of initiatives. You also want end-users to select from a list of stores they will shop at to buy the ingredients used to bake the cake. So, you create a vendor attribute and select the List attribute type. You enter the stores as available selections. Now, you have an initiative (to bake a cake) with 3 attributes; start date, end date, and vendor.

Now that you've added all the attributes you need, map them to Initiatives.

1. On the Attribute List page, select an attribute and click Initiative Mapping.
2. Select the attributes you want to map on the left pane and click the forward arrow to move them to the Assigned Attribute(s) pane.
3. Under Display (shown below) , select the checkbox next to the attributes you want displayed.
4. Use the up and down arrows (shown below) to move the attributes up and down within the list, which is also how they are displayed when adding an initiative via the Planning Control Panel.
   
   

For example, notice that there are mapped attributes below with Display selected. And, on the Initiative Input template in the Planning Control Panel, the attributes are displayed. All other attributes are not displayed but are available for selection when the Add button is clicked.

Now, click the Add button on the Initiative Input template accessed from the Planning Control Panel . Notice that all attributes are available for end-user selection/input based on those added when Initiative Attribute mapping was performed.