---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create an enterprise strategy

# Create an enterprise strategy {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
As a business planner you can manage the business entities such as goals, business units, business enterprise strategies, and business unit strategies. Create an enterprise strategy to orient your business plan toward your
goal.

## Before you begin

Role required: user_admin, business_planner

## About this task

To understand how your organizational strategies are performing, see the [Strategic Spend Tracking for PPM dashboard](https://www.servicenow.com/docs/bfOfbk__n_OCZi1RvEroMw "The Strategic Spend Tracking for PPM dashboard helps business planners track planned costs, actual costs, and benefits for projects aligned to organizational goals. Use it to understand how financial performance trends over time.") topic. It provides a comprehensive visual to help you
understand how the planned costs, actual costs, and benefits for projects aligned to your organization's strategies trend over time.

## Procedure

1. Navigate to AllBusiness PlannerEnterprise Strategy.  
   You can also navigate to OrganizationEnterprise Strategy.
2. Click New or open a record.
3. Fill in the form fields.  
   {#create-a-enterprise-strategy__table_av4_45f_4bb__entry__2}

   | Field | Description |
   |-|-|
   | Title | A short title describing the enterprise strategy. |
   | Number | System assigned enterprise number. |
   | Assigned To | Person to whom the enterprise strategy is assigned. |
   | From Date | Date from which the enterprise strategy is valid. |
   | To Date | Date until which the enterprise strategy remains valid. |
   | Type | Select a type of organization strategy that this strategy aligns to. |
   | Active | Enable the check box to make the enterprise strategy active. |
   | Description | Short description about the enterprise strategy. |
   [Table 1. Enterprise Strategy form]

   {#create-a-enterprise-strategy__table_av4_45f_4bb}
4. Click Submit.

## What to do next

Use the Business Unit Strategies related list to create a
strategy for a business unit and associate the business unit strategy to the
enterprise strategy, to another business unit, or to another business unit
strategy.
**Related tasks**   

* [Allocate or modify the strategy and goal percentage for a project](https://www.servicenow.com/docs/8wt6NevFvuXu30uDDMtROg "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.")

*[\>]: and then