Create an enterprise strategy

As a business planner you can manage the business entities such as goals, business units, business enterprise strategies, and business unit strategies. Create an enterprise strategy to orient your business plan toward your goal.

Before you begin

Role required: user_admin, business_planner

About this task

To understand how your organizational strategies are performing, see the Strategic Spend Tracking for PPM dashboard topic. It provides a comprehensive visual to help you understand how the planned costs, actual costs, and benefits for projects aligned to your organization's strategies trend over time.

Procedure

1. Navigate to All > Business Planner > Enterprise Strategy.

   You can also navigate to Organization > Enterprise Strategy.

2. Click New or open a record.

3. Fill in the form fields.

   Field	Description
   Title	A short title describing the enterprise strategy.
   Number	System assigned enterprise number.
   Assigned To	Person to whom the enterprise strategy is assigned.
   From Date	Date from which the enterprise strategy is valid.
   To Date	Date until which the enterprise strategy remains valid.
   Type	Select a type of organization strategy that this strategy aligns to.
   Active	Enable the check box to make the enterprise strategy active.
   Description	Short description about the enterprise strategy.

4. Click Submit.

What to do next

Use the Business Unit Strategies related list to create a strategy for a business unit and associate the business unit strategy to the enterprise strategy, to another business unit, or to another business unit strategy.

Related topics

Allocate or modify the strategy and goal percentage for a project