I woud like to create an initiative that occurs on a recurring basis every year. The different between each initiative may be the FY, Scope, Assigned To, etc. The existing copy feature allows me to create an additional version of the initaitve and manually update, but I would like a flag of some sort that allows me to choose the number of recurrences, etc. Not all details have to be updated via an automated process.
We also have initiatives that repeat each year and need to keep all of the features, Requirements, dependencies, To Dos and approvals in the initiative record. Have created an AI agent that executes a new initiative with all the records but it struggles to add records in a timely manner when creating a new Initiative.