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How to link an initiative or objective to ProjectOrbit projects

Short answer: On the initiative's Delivery tab choose Create ProjectOrbit project (one project per initiative) or Link project, or Propose to portfolio for a ProjectOrbit portfolio's intake. A project can also be linked straight to an objective. Nothing is copied: the live project summary is read from ProjectOrbit.

Verified for PVology 0.49.0 · updated 2026-10-10

When to use this

A project in ProjectOrbit delivers an initiative or an objective.

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