Allocate or modify the strategy and goal percentage for a demand

Allocate the percentage of a demand's total cost, benefit, and budget towards achievement of strategic objectives that the demand fulfills. You can also view the breakdown of the demand's financial data based on the allocated percentage.

始める前に

You should have an existing demand.

Execute the following scheduled jobs:

• PPM Strategic Spend Tracking - Update projects and demands with strategy and goal allocations
• PPM Strategic Spend Tracking - Generate Strategy/Goal Allocation Breakdowns for Projects and Demands

Role required: it_demand_manager

手順

1. Navigate to Demand > Demands > All.
2. Select the demand to which you want to add or update allocation percentages.
3. In the Business Case tab, add or update the strategies and goals with which the demand is associated.
   For more information, see the Business Case field descriptions in the Demand form documentation topic.
4. Click Save.x
   The selected strategies and goals appear in the Strategy Allocations and Goal Allocations related lists.
5. Update strategy and goal allocations.
   1. In the Strategy Allocations related list, click the % Allocation field and enter the percentage that this demand contributes towards the selected organizational strategy.
   2. In the Goal Allocations related list, click the % Allocation field and enter the percentage that this demand contributes towards the selected organizational goal.
      注:

      The sum of strategy or goal allocations for a demand must not exceed 100%.
6. Click the Recalculate Strategy and Goal Allocation related link to update cost field values in the allocation tabs.
7. Click Update.
8. オプション: In the Strategy or Goal Allocations related list, click the preview icon (), and then click Open Record to view the breakdown of the strategy or goal allocation.
9. オプション: View the trends for planned costs, actual costs, and benefits over time using the Strategic Spend Tracking for PPM dashboard.