Prerequisite

• Access to the File > Objective (PR061) menu.

Introduction

The objectives that will be linked to portfolios must be created in the Objective (PR061) menu. This allows for aligning the portfolios with the results expected by the organization and strengthening strategic control, which makes it possible to clearly view which initiatives are contributing directly to the achievement of the organizational goals.

Creating an objective

1. Access the File > Objective (PR061) menu.

2. Click on the toolbar button.

3. Enter an ID # and a name for the objective.

4. In the Description field, provide a context for the objective.

5. Click on the button to save the record.

Conclusion

Once strategic objectives are added, they will be available for association with portfolios created in the system! Click here and learn how to perform this operation.