---
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 an enterprise strategy

# Create an enterprise 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

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.

## Antes de Iniciar

Role required: user_admin, business_planner

## Por Que e Quando Desempenhar Esta Tarefa

To understand how your organizational strategies are performing, see the [Strategic Spend Tracking for PPM dashboard](https://servicenow-prod.fluidtopics.net/gpuuMYujUJQdZ_5VwZcIVA "The Strategic Spend Tracking for PPM dashboard provides comprehensive visualization to the business planners to help them understand how the planned costs, actual costs, and benefits for projects aligned to the organization's goals and strategies trend over time. It helps you to accurately understand the financial performance of your organization.") 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.

## Procedimento

1. Navigate to AllBusiness PlannerEnterprise Strategy.  
   You can also navigate to OrganizationEnterprise Strategy.
2. Click New or open a record.
3. Fill in the form fields.  
   {#create-a-enterprise-strategy__table_av4_45f_4bb__entry__2}

   | 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. |
   [Tabela 1. Enterprise Strategy form]

   {#create-a-enterprise-strategy__table_av4_45f_4bb}
4. Click Submit.

## O que Fazer Depois

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.
**Tarefas relacionadas**   

* [Allocate or modify the strategy and goal percentage for a project](https://servicenow-prod.fluidtopics.net/LQqi1uSG~n9dF3R4lGIOQA "Allocate the percentage of a project's total cost, benefit, and budget to help achieve the strategic objectives that the project fulfills. You can also view the breakdown of the project's financial data based on the allocated percentage.")