Initiatives

Initiatives help you organize and manage assets across your project. Any analysis, campaign, metric, or definition can belong to an initiative—making it easier to search for and navigate your work. Each component can be part of only one initiative.

You can also assign multiple tags to any component for additional organization. For more on that, see the Custom tags article.

Understand initiatives

You can find all your initiatives in the left navigation bar. From there, you can browse the components inside each initiative or create new ones. When you select an initiative and create a new component—such as an analysis or campaign—it's automatically assigned to that initiative.

You can also assign an existing component to an initiative from within its editor. The assignment button sits at the top of the editor, next to the component name.

By default, components inside an initiative are only accessible to other components within the same initiative. To make a component available project-wide, enable the Global Object option.

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Note

If you can't see an aggregate or segmentation in a dropdown list, it's likely because it hasn't been set as a global object.

Search within initiatives

You can search across campaigns, analyses, data and assets, and initiatives using the search box at the top left of the screen. The search looks across:

• Component names.
• Creator names.
• Names of the last person to edit a component.
• Tags.
• Initiative names.

Type your search term and the results will filter automatically.

Import an initiative

1. Go to Initiatives and click Import.

   

2. Drag and drop the relevant JSON file into the upload area.

   

3. Click Import.

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Warning

The maximum file size for initiative imports is 10 MB. Files larger than this will return an error.

Clone an initiative

1. Open the initiative you want to clone.
2. Click the three-dot menu in the upper-right corner.
3. Click Clone to project.

Read more about cloning data.

Size limit and duplicates

Keep initiatives under 200 items before cloning to avoid errors. Initiative cloning doesn't detect duplicates. Duplicate detection only applies to individual items such as scenarios or reports. The same applies to initiative imports.

Export an initiative

1. Open the initiative you want to export.

2. Click the three-dot menu in the upper-right corner.

3. Click Export.

   

The initiative downloads as a JSON file.

Delete an initiative

1. Go to the initiative you want to delete.
2. Click the three-dot menu in the upper-right corner.
3. Click Delete.

Choose one of the following options:

• Delete including items: Removes the initiative and all its components from the project.
• Delete but keep items: Removes the initiative but keeps all its components in the global scope.