The Strategy workspace allows the user to create the company’s strategy. In this regard, he/she has the capability to:
Choose the relevant options for the Strategy Execution feature.
Create and manage the company’s Objectives.
The Strategy workspace main toolbar provides the following tools:
Provides access to the Filters popup.
Allows the user to only display Objectives at the lowest level of the hierarchy for which there are no attached Projects or Portfolio Folders.
Allows the user to display or hide Objectives that have been marked as Archived.
Allows the user to download the Objective Tree as an Excel file. The following attributes can be exported: Name, Description, Parent, Manager 1, 2, and 3, Workflow State, KPI Name, KPI Unit, Current Total value, Target Total value, Calculated Target Start Date, and Calculated Target Finish Date.
Opens the Strategy Definition dialog box, allowing the user to edit the Strategy attributes and options.
Upon clicking on the Filters () button located in the toolbar, the Filters popup is displayed.
On the right-hand side of the popup, a list of the filter categories is displayed (the categories may differ depending on the tab selected). When one of the categories has at least one active filter, a blue icon () is displayed next to it.
At the bottom of the panel, the Reset button is displayed, allowing the user to clear all the filtering fields at once.
Lowest Level Only
Allows the user to only display the Objectives at the lowest hierarchy level.
With Portfolio Folders
Only displays Objectives with at least one attached Portfolio Folder.
Only displays Objectives with at least one attached project.
Only displays Objectives with at least one attached Idea.
Only displays Objectives whose Manager 1, 2, or 3 is the selected user.
Only displays Objectives whose Workflow State has been selected.
Each Objective is displayed in the form of a card, which can have different information displayed depending on the Objective’s hierarchical level and the options set in the Strategy Definition dialog box.
The sections displayed in the cards can be the following:
Indicates the name of the Objective.
Gives the description of the Objective.
Indicates the final weight of the Objective, which is calculated as the average value of the weights of the Objective’s tree branch, taking into account all the parents of the Objective.
Indicates the person in charge of the Objective.
Indicates the Name of the KPI.
Indicates the KPI completion (i.e., the ratio between the Current and the Target values).
Portfolio & Projects
Indicates the number of Projects and Portfolio Folders that are attached to the Objective.
Reminder: Projects and Portfolio Folders can only be attached at the lowest Objective level.
Indicates the Objective Workflow State.
The cards can also display the following tools:
Allows the user to move the Objective to one level lower in the hierarchy.
Allows the user to move the Objective to one level higher in the hierarchy.
Provides the following commands:
Provides the following commands:
Indicates whether or not there are new notes, and opens the Notes dialog box.
Provides access to the following commands:
Switches the view to the Objectives workspace, with the corresponding Objective made current.
In addition, the following commands can be displayed in the secondary toolbar when some Objectives are selected (i.e., the corresponding checkbox is ticked):