Create an enterprise strategy

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 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 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 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.
      Tabela 1. Enterprise Strategy form
      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.

    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.