Initiative form

  • Release version: Xanadu
  • Updated March 12, 2026
  • 1 minute to read

    • Learn about the fields of the initiative form. Use this form to create or edit the details of an Initiative in Strategic Planning.

    These fields are displayed on the full details page of the initiative.
    Table 1. Initiative form
    Field Description
    Name Brief description of the initiative.
    Description Detailed information of the initiative.

    You can refine initiative description using the Refine records skill, if the Now Assist for SPM application is installed.
    State Current working state of the initiative.
    Owner User assigned to this initiative.
    Planning state State of the initiative in the Strategic Planning workspace.
    Percent complete Percentage of work completed for this initiative.
    MoSCoW Priority of this initiative based on its importance. The available options are:
    • 1 - Must have
    • 2 - Should have
    • 3 - Could have
    • 4 - Won’t have
    Work notes Notes to capture the updates and discussions on the initiative as the work progresses.
    Strategic priority Strategic priority that this initiative is associated to.
    Table 2. Details section of the Initiative form
    Field Description
    Approved start date Approved start date for this initiative.
    Approved end date Approved end date for this initiative.
    Actual start date Actual date on which the work for this initiative has started.
    Actual end date Actual date on which the work for this initiative is complete.
    Priority Priority of this initiative.
    Business capabilities Business capabilities of this initiative.
    Business application Business application that this initiative is related to.
    Other impacted business applications Business applications that this initiative has an impact on.
    Table 3. Business case section of the Initiative form
    Field Description
    Overview Business case overview of this initiative.
    Background Background for this initiative.
    Limitations Applicable limits to this initiative.
    Approach Planned approach to work on this initiative.
    Benefit Business benefit from this initiative.
    Table 4. Financials section of the Initiative formIn this section, capture financial details for this initiative such as cost, CapEx, OpEx, benefit, ROI, and other estimates.
    Field Description
    Planned cost Planned cost to take up this initiative.
    Planned capEx Planned capital expenditure for this initiative.
    Planned opEx Planned operational expenditure for this initiative.
    Planned benefit Planned benefit from this initiative.
    Actual benefit Actual benefit achieved from this initiative,
    Actual cost Actual cost on this initiative.
    Actual capEx Actual value of capital expenditure for this initiative.
    Actual opEx Actual value of operational expenditure for this initiative.
    Planned ROI Planned return of investment for this initiative.