Feature
Initiative Management
Structured lifecycle from intake to delivery with health tracking, CSV import/export, and bulk operations.
CohesionXL treats initiatives as first-class planning objects with a structured lifecycle from PROPOSED through APPROVED, IN PROGRESS, and COMPLETE. Each initiative carries scope, budget, and timeline constraints that flow into scenario models and capacity plans. Import existing backlogs via CSV, run bulk operations across hundreds of initiatives, and track delivery health with built-in status progression and constraint violation warnings.
Key Capabilities
- Full lifecycle management (PROPOSED → APPROVED → IN PROGRESS → COMPLETE)
- CSV import and export for bulk data operations
- Bulk status updates and field editing
- Delivery health scoring and constraint violation alerts
- Scope, budget, and timeline tracking per initiative
- Tagging, filtering, and custom field support
- Dependency mapping between initiatives
Related Features
Scenario Planning
What-if modeling with drag-and-drop priority ranking, allocation management, and scenario comparison.
Intake & Demand Funnel
Request triage, scoring, conversion to initiatives, and pipeline analytics.
Governance & Approvals
Multi-level approval chains, delegation, audit trails, and role-based enforcement.
See this in action
Book a walkthrough and see how CohesionXL fits your planning process.