Edit or Delete an Initiative

Edit an Initiative:

1. In Client Insights, select Business Planning from the menu on the left.
2. On the Business Planning page, either click on the Initiative you want to edit or Search for the Initiative.
3. Click Edit Initiative.
4. Make your changes. (See Adding an Initiative for more information about the individual fields.)
5. Click Save.

Business Planning features are only available to Strategic Data users.

Delete an Initiative

1. In Client Insights, select Business Planning from the menu on the left.
2. On the Business Planning page, either click on the Initiative you want to edit or Search for the Initiative.
3. Click Edit Initiative.
4. On the bottom left, click Delete Initiative.