Create a business unit strategy

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.

   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.