HOPEX Portfolio & Planning > Describing a Portfolio > Defining Initiatives > Creating an Initiative Group
Creating an Initiative Group
To create an initiative group from a portfolio diagram:
1. Click the Initiative Group button in the toolbar.
2. Position the initiative group in the portfolio frame.
The Create Initiative Group dialog box opens.
3. In the Name field, enter the name of the group.
4. Click OK.
The initiative group appears in the diagram.
To connect an initiative to an initiative group:
*Drag the initiative into the frame representing the group.
To create a sub-portfolio directly from an initiative group:
1. Right-click the initiative group and select the command Transform to Sub-Portfolio.
A sub-portfolio carrying the initiative group name appears in the navigation tree.
*The initiative group and its content disappear from the initiative diagram.
2. Click the sub-portfolio name, press key <F2> and enter the desired name.