Create PPM Strategic Objectives

Strategic Objectives are generally corporate-level, senior leadership-driven initiatives used to group Portfolios, Programs, and Projects.

This functionality is only available after you apply the mApp Solution.

While Strategic Objectives have a simple workflow with statuses of New, Review, Active, and Closed, there is no formal approval process. The statuses let you decide how to manage review and implementation of the Strategic Objectives. Once a Strategic Objective is Closed, it will no longer appear as an option in Portfolio, Program, and Demand creation.

To create a new Strategic Objective:

  1. From the CSM Desktop Client or CSM Browser Client menu bar, select New > New PPM Strategic Objective.
  2. Provide an Objective and select a Focus Area from the drop-down list.
  3. (Optional) Provide a Driver (example: Compliance) and Weighting (example: 10%).
  4. (Optional) Add a Description.
  5. (Optional) Choose a Target Date from the calendar selector.

When a Strategic Objective is in the active phase, you can use the tabs to track the child Programs and Portfolios.