Allocate or modify the strategy and goal percentage for a project

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

시작하기 전에

You should have an existing project.

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_project_manager

프로시저

1. Navigate to Project > Projects > All.
2. Select the project 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 project is associated.
   For more information, see the Business Case field descriptions in the Create a project documentation topic.
4. Click Save.
   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 project contributes towards the selected organizational strategy.
   2. In the Goal Allocations related list, click the % Allocation field and enter the percentage that this project contributes towards the selected organizational goal.
      주:

      The sum of strategy or goal allocations for a project 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. 옵션: 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. 옵션: View the trends for planned costs, actual costs, and benefits over time using the Strategic Spend Tracking for PPM dashboard.