Create and manage initiatives

Create an initiative to state the scope of your search and organize your opportunities according to your needs.

Overview

Plan availability: Essential/Advanced
Required user role: Manager/Contributor (see details)

Access initiatives

There are two ways to access the list of initiatives:

• Access the list of all initiatives

Click the Initiatives menu entry on the navigation bar to display the master list of existing initiatives.

The Initiatives main page lists all the initiatives that your company is currently working on. You can easily filter them by clicking the following quick filters:

• All: All initiatives created by you and your team in the application (ordered alphabetically).
• Recently viewed: Initiatives recently opened (ordered by the date they were last opened, the most recent ones first).
• My initiatives: Initiatives owned by you (ordered alphabetically).

Click the cards to access the initiative's descriptions, associated opportunities, and attachments. 

• Access directly a specific initiative

Click the initiative's name you're interested in on the Recent initiatives section on the navigation bar to directly access it.

The initiative cards display:

• The name of the initiative.
• An associated icon with the first letter of the initiative's name in a selected color.
• The tag(s) related to the initiative.
• The total number of opportunities contained in the initiative, as well as the number of active opportunities.
• Whether or not the initiative is private. A red lock icon is displayed in this case.

Create initiatives

• From the navigation bar

You can create an initiative wherever you are in the application by clicking the Create button at the bottom of the navigation bar. Click the Create button and select Initiative in the drop-down list.

• From the initiatives master list

Click the Create button at the top right of the page.

After clicking one or the other Create button, the following pop-up will appear:

In step 1/2, enter the name of the initiative in Title and assign a color that you've first defined with your team, to help identify the initiative and the associated opportunities. Click Next.

In step 2/2, select the asset type to be associated with the initiative, and the template you want to apply to the summary of the opportunities that will be contained in the initiative.

Click Confirm. You will land on the new initiative overview.

Note: The type of asset selected at the initiative level will determine which classification fields are displayed for all opportunities related to this specific initiative: development phase, clinical indications, and mechanism of action...
Once an asset type has been selected, it can no longer be edited. Should you wish to update the asset type, the initiative (including the associated opportunities) must be deleted and created again.

Once the initiative has been created, enter the initiative definition in the Description drop-down section. You can either write the definition using the template or enter your own definition. A rich text editor enables you to highlight the most important items by using text formatting, lists, or tables.

Manage owners

Add owners

Click the Manage access button at the top right of the page.

The Manage initiative access pop-up will open. Enter the name of the user you want to add to the initiative, a list will be prompted. Select the user and click Add.

Here, you can designate the users as:

• Owner: The user can manage the initiative, access the opportunities associated with the initiative, and manage user access to the initiative.
• Default assignee + Owner: The user, in addition to owner rights, is automatically assigned as the owner of the opportunities submitted by contributors in this initiative.

Remove owners

Click the Manage access button at the top right of the page. The Manage initiative access pop-up will open. Then click the X button next to the user name you want to remove.

To delete the user who is the default assignee, you need to designate another owner as the default assignee first.

Add a new opportunity to an initiative

When you're within an initiative, you can either click the Create button in the navigation bar and select Opportunity, or directly click the Create button on top of the opportunity list of the initiative. The initiative you're currently in will automatically appear on top of the list of suggested initiatives in the first step of the opportunity creation. Read Create and Manage Opportunities for more information.

Rename initiatives

Required user role: Manager and the initiative owner

1. Click the ellipsis icon at the top right of the initiative page, and select Edit.
   

2. Make preferred changes and click Confirm to validate changes.
   

Manage initiative access control

See: Manage initiative access control.

Create initiative groups

Initiative groups allow better team organization and save you time browsing the list of all initiatives. You can filter the initiatives by selecting the relevant group in the drop-down list.

You can create, edit, or delete initiative groups if you're a Business Admin user. Go to the Administration page, open the Other fields tab and Initiative section, and click Group to open the settings.

• Click Add to create a new initiative group.
• Click the ellipsis icon next to the group name and select Edit to update the group name.
• Click the ellipsis icon next to the group name and select Remove and Delete to delete the group. You can't delete a group if this group contains initiatives that you don't have access to. 
  Important: Deleting a group won't delete the initiatives of this group, it will only remove their classification in this group.

Archive or unarchive initiatives

Required user role: Manager owner of the initiative, or Business Admin with access to the initiative.

When an initiative has come to an end because your company strategy evolved, opportunities have been identified to respond to the initiative, or any other reasons you can archive it and hide it from your list of active initiatives to clean your working space.

To archive an initiative, open the initiative, click the ellipsis icon at the top right corner, and select Archive.

To see all the archived initiatives, toggle the Show archived button on the master list of initiatives.

To unarchive an initiative, open the initiative, click the ellipsis icon at the top right corner, and select Archive.

Delete initiatives

Conditions to delete an initiative:

• You need to be the owner of the initiative.
• You need first to delete or move all the opportunities associated with this initiative to other initiatives.

Click the ellipsis button at the top-right of the initiative page, and select Delete this initiative.

Detailed initiative user rights

All rights below are conditional on whether the initiative is public or private. If an initiative is private, the rights apply only to the users who have access to the initiative.