Edit an Initiative:
- In Client Insights, select Business Planning from the menu on the left.
- On the Business Planning page, either click on the Initiative you want to edit or Search for the Initiative.
- Click Edit Initiative.
- Make your changes. (See Adding an Initiative for more information about the individual fields.)
- Click Save.
Business Planning features are only available to Strategic Data users.
Delete an Initiative
- In Client Insights, select Business Planning from the menu on the left.
- On the Business Planning page, either click on the Initiative you want to edit or Search for the Initiative.
- Click Edit Initiative.
- On the bottom left, click Delete Initiative.