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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a business unit strategy

# Create a business unit strategy {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Business units are segments of an enterprise that are in charge of certain operations such as Finance, HR, IT. Each of these business units can have a strategy that aligns with the enterprise or with another business
unit.

## Before you begin

Role required: user_admin, business_planner  
Note:  
Starting with the Brazil release, Business Planner plugin and Business Planner role are being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support Knowledge Base.

## Procedure

1. Navigate to AllBusiness PlannerBusiness Unit Strategy.  
   You can also navigate to OrganizationBusiness Unit Strategy.
2. Click New or open a record.
3. Fill in the form fields.  
   {#create-a-business-unit-strategy__table_gxn_bfg_4bb__entry__2}

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

   {#create-a-business-unit-strategy__table_gxn_bfg_4bb}
4. Click Submit.

## What to do next

View the strategic objectives that you've created in the [business planning portal](https://www.servicenow.com/docs/UdwQ8ff9UJ41gJtK~Iu8aA "A business plan includes a business goal and a plan to achieve that goal. Business planning involves various entities of a business such as goals, business units, business capabilities, capability map, enterprise strategies, and business unit strategies. As a business planner you can manage these entities from the business planning portal."). The records of business planning strategic objectives give you a clear visibility of the status, to
whom they're assigned to, the period of validity, and their type.

*[\>]: and then