How to define the Objects that will contribute to the Objective Achievement

Strategy Realization aims at defining how to assess the objectives and track their completion. The options available in the Strategy Definition dialog box below will determine at which level the tracking is being done and how to ensure the expected value is being delivered.

  1. Log in to the HTML5 client.

  2. Select the Strategy workspace.

  3. Click on the Strategy_button.png button to open the Strategy Definition dialog box.

  4. In the Strategy Realization section, different options are available depending on the selected objects (Project and/or Portfolio).

If Project or Portfolio is selected

  1. Decide how you want to track the Corporate Objective Achievement:

    1. Automatically – The Current values of the Objectives created in the Objectives workspace are automatically consolidated from the values of the attached Projects depending on the chosen tracking options.

    2. Manually – The Current values of the Objectives created in the Objectives workspace are entered manually and are not consolidated from the values of the attached Projects.

  2. Decide if you want to track Project or Portfolio Objective Achievement:

    1. Yes – The Target and Current values can be defined and tracked at the Project Objective level or Portfolio Objective level.

    2. No – The Target and Current values cannot be defined and tracked at the Project Objective level or Portfolio Objective level.

    Note

    This option is set to “Yes” and cannot be modified if the “How will you track Corporate Objective Achievement” option is set to “Automatically”.

If Project and Portfolio are selected

  1. Decide how you want to track the Corporate Objective Achievement:

    1. Automatically – The Current values of the Objectives created in the Objectives workspace are automatically consolidated from the values of the attached Projects depending on the chosen tracking options.

    2. Manually – The Current values of the Objectives created in the Objectives workspace are entered manually and are not consolidated from the values of the attached Projects.

  2. Decide how you want to track Objective Achievement:

    1. No tracking – The user will be unable to define and track the Current and Target values at the Portfolio and Project levels.

      Note

      This option is only available if the "How will you track Corporate Objective Achievement” option is set to "Manually".

    2. At Project level – The Portfolio Current and Target values will be automatically consolidated from the Project values.

    3. At Portfolio level – There will be no Current and Target values at the Project level; tracking will be available exclusively at the Portfolio level.