Set up Attributes to Map 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.