---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a business unit strategy

# Create a business unit strategy {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Business units are segments of an enterprise that are in charge of certain operations such as Finance, HR, IT. Each of these business units can have a strategy that aligns with the enterprise or with another business
unit.

## Antes de Iniciar

Role required: user_admin, business_planner

## Procedimento

1. Navigate to AllBusiness PlannerBusiness Unit Strategy.  
   You can also navigate to OrganizationBusiness Unit Strategy.
2. Click New or open a record.
3. Fill in the form fields.  
   {#create-a-business-unit-strategy__table_gxn_bfg_4bb__entry__2}

   | Field | Description |
   |-|-|
   | Title | A short title describing the business unit strategy. |
   | Number | System assigned business unit number. |
   | Assigned To | Person to whom the business unit strategy is assigned to. |
   | From Date | Date from which the business unit strategy is valid. |
   | To Date | Date until which the business unit strategy remains valid. |
   | Business Unit | The business unit for which the strategy is being created. |
   | Strategy | Strategic objectives of the organization that the business unit strategy complies to. |
   | Type | Select a type of organization strategy that this strategy aligns to. |
   | Active | Enable the check box to make the business unit strategy active. |
   | Description | Short description about the business unit strategy. |
   [Tabela 1. Business Unit Strategy form]

   {#create-a-business-unit-strategy__table_gxn_bfg_4bb}
4. Click Submit.

## O que Fazer Depois

View the strategic objectives that you've created in the [business planning portal](https://servicenow-prod.fluidtopics.net/DjHdeYTgaWdobUtDJkuDZQ "A business plan includes a business goal and a plan to achieve that goal. Business planning involves various entities of a business such as goals, business units, business capabilities, capability map, enterprise strategies, and business unit strategies. As a business planner you can manage these entities from the business planning portal."). The records of business planning strategic objectives give you a clear visibility of the status, to
whom they're assigned to, the period of validity, and their type.