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Former Member
Jul 16, 2013 at 08:08 AM

Initiative Parameters


At our project, we are moving forward with the PPM configuration, but we are running into problems with the configuration of initiatives.

Since it does not seem to be possible to change the 'Proposal' parameter for the same initiative type (see 1st screenshot where checkbox is greyed out + even when overriding the config to be modifiable, it is always turned back on), we are working with two initiative types: 1 of type Proposal and 1 not (see 2nd screenshot). The idea is then to switch from the one initiative type to another, with the function 'Change Process' (see 2nd screenshot).

Anybody know what configuration is needed to make this work? The problem is that when we do the above, we get an error message saying 'Change of status failed'. Is it referring to the status of the decision point (both initiatives only have 1 status, which I mapped to each other)? What are the contraints in this context, why is it failing?

Quick other question, when I set the status of the initiative to 'Complete' (see 5th screenshot), I get a message saying: 'You cannot complete the project'. What is the problem here? What are the conditions under which an initiative can be completed?

Thanks for providing much needed help here.




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screen 4.png (3.7 kB)
screen 5.png (8.1 kB)