How to attach/remove a Project to/from an Objective

Once Objectives have been created, Projects can be attached to Objectives so that all the Key Attributes will be shared.

As a Strategy Manager

  1. Log in to the HTML5 client.

  2. Select the Objectives workspace, Projects sub-tab.

  3. Select an Objective in the selector.

  4. Click on the ATTACH PROJECT button, and select one of the two available commands: Add a Project or Add multiple Projects.

  5. In the Attach a Project popup, select the project you want to attach to the Objective.

  6. In the Attach to Objective popup, select at least the Alignment Level in the pick-list.

  7. The Project card is added to the view.

  8. To remove a Project from an Objective, click on the More (MoreVertical) button available on the right hand side of the Project card, and select the Remove attachment command.

As a Project Manager

  1. Log in to the HTML5 client.

  2. Select the Home Page workspace, Objectives tab.

  3. Select a project in the selector.

  4. Click on the ATTACH OBJECTIVE button, and select one of the two available commands: Add an Objective or Add multiple Objectives.

  5. If you selected the Add an Objective command:

    1. In the Attach to an Objective popup, select the Objective the project is to be attached to.

    2. In the Attach to Objective popup, select at least the Alignment Level in the pick-list.

    3. Click on the DONE button.

    4. The Objective card is added to the view.

  6. If you selected the Add multiple Objectives command:

    1. In the Attach to Objectives popup, select the Objectives the project is to be attached to.

    2. Click on the DONE button.

    3. The Objectives cards are added to the view.

  7. To remove an Objective from an Project, click on the More (MoreVertical) button available on the right hand side of the Objective card, and select the Remove attachment command.