Create a business unit strategy

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • 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.

    Before you begin

    Role required: user_admin, business_planner

    Procedure

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

      You can also navigate to Organization > Business Unit Strategy.

    2. Click New or open a record.
    3. Fill in the form fields.
      Table 1. Business Unit Strategy form
      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.
    4. Click Submit.

    What to do next

    View the strategic objectives that you’ve created in 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.