Viewing vendor initiative details

To view detailed information about an Initiative, select the Initiative in the Name column on the Vendor Initiative window. The Initiative Details window appears for the Initiative you selected. The following sample Lifecycle tab contains five phases.

Beneath each lifecycle phase is a list of steps associated with that phase. To view information about a lifecycle step on the Vendor Initiative Details window, click the corresponding link. When you click a link, the detailed information window for that step appears below the lifecycle information. To indicate that a step has been completed, select the check box beside the step. A step that is a reminder but is not associated with any other information in 

 has a check box but does not include a link to additional details.

The lifecycle status indicates the progress through the phases and steps in the Vendor Initiative lifecycle. For example, the Vendor Initiative status after the Conduct Market Survey has been completed might be defining, and after the schedule has been completed, the status might change to planning. The values for lifecycle status were configured according to the processes of your IT organization and are applied according to each Vendor Initiative lifecycle template. When you create a new Vendor Initiative lifecycle template, the system administrator selects a status value for each step or group of steps to indicate what the status should be when that step or group of steps is completed. When a Vendor Initiative is subsequently created and moves through its lifecycle, 

 automatically displays the associated status when a step is completed.

The Vendor Initiative Details window contains the following tabs:

• Lifecycle
• Attachments
• Links
• Notes
  
  The Lifecycle tab contains four types of steps:
  
• Reminders
• Approvals
• Scheduling
• Attaching documents to individual tasks