video1.0<iframe src="https://www.loom.com/embed/a474247f0ee841e99595d1aeac3226a9" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a474247f0ee841e99595d1aeac3226a9-a4a1dec59b09d7e0.gif132.5This Loom explains how to create and manage initiatives in the client report system. It covers adding an initiative from the initiatives section or from assessment items or open reports, and describes how initiatives link to goals, assessment items, devices, and proposals. It notes that linking does not copy amounts, and while a device is linked only the initiative counts in the client budget and roadmap, with each device linked to one initiative at a time. The Loom also details how initiative budgets are calculated from related items, labor, and parts, and how module views organize initiatives by sorting or grouping by company and quarter.