• After clicking “Add a New Initiative”, the first page will prompt you to name your new initiative, choose a reporting currency, and save. From here, click “Add new project”.

• Once you have saved your new initiative, you will be prompted by this drop-down menu. Here, you will create a new project under this initiative, and then add organizations to the project from the drop-down menu.

• Once you have added organizations to the project, you will need to fill out an investment target, benefit target, discount rate for NPV, effort, and dates for the project timeline.

• Once you have added organizations to the project, you will need to fill out an investment target, benefit target, discount rate for NPV, effort and dates for the project timeline.