Pipeline Setup Tab

General 

• Information
• In this tab you can configure the Pipeline name and description
• You also have the option to mark the pipeline as a Research Pipeline
• Pipelines marked Research Pipeline can be filtered out from Command Center and Innovation Dashboard views
• Participants
• In this tab you can configure which users/groups have general access to the Initiative
• Admins can also import users into a user group
• Roles
• In this tab you can configure the Pipeline sponsor, administrators, and moderators
• Rules
• In this tab you can configure the Rules Engine
• Click here to learn more
• Email Templates
• In this tab you can configure email templates specific to the rules engine

Tools

• Scorecard Template
• In this tab you can configure scorecard templates for the Scorecard tool type
• Click here to learn more