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Strategic Planning Overview
Overview of strategic planning, which helps your organization determine if it is supporting the proper strategic and organizational goals and has the resources (human, financial, etc.) to execute them.
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Setting Up Strategic Planning
Overview of tasks an administrator performs to set up strategic planning.
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Planification financière stratégique
Provides general information about strategic financial planning and explains who typically works with strategic financial planning.
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Saving a Baseline for a Strategic Entity or Outcome in a Strategic Plan
Describes saving a baseline for an individual strategic entity or outcome while viewing a strategic plan.
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Strategic Milestones
Provides an overview of strategic milestones.
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Planification stratégique
You will only need to process this option if you use Strategic Planning. If so, select Strategic Planning from Configuration. You can then determine how data is to be displayed and processed by settings at a series of tabbed forms. Strategic Planning Forecasts tab Strategic Planning Deliverables tab Strategic Planning Views tab Strategic Planning Actuals tab
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STR33 - Strategic Initiative Pipeline Matrix
Indicates whether or not the amounts that is used for the size of the bubble should be displayed when Bubble labels are displayed This parameter is used to set the level of the structure that the report is executed on, restricting the results to a specified depth of the Strategic Breakdown Structure. Accounts; this list is dynamically built based on the prior selections and shows the hierarchy of all accounts configured in the model that fit the Category and Account Type selections.
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STR02 - Strategic Portfolio Balance
Any strategic single select strategic alternates structure that has been enabled in Attribute properties to be “Available in Configurable Charts” or any levels of the primary structure can be used here. The Pie Attribute entry will determine the default primary (pie chart) attribute that is selected when the dashboard and report open. The selected primary attribute and grouping attribute in the parameter selection will automatically be displayed as the first two columns in the table.
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STR54 - Strategic Portfolio Dashboard
Only attributes in the framework and marked as analyzable can be used for slicing in the report This will determine the (pie chart) attribute that is selected when the dashboard and report open. If a longer report title is required, then create additional report_title=xxx entries and these will be concatenated together based on the order in which they are listed in the configuration structure.
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STR32 - Strategic Portfolio Financial Performance
This parameter is used to set the level of the structure that the report is executed on, restricting the results to a specified depth of the Strategic Breakdown Structure. If the entry is "N" (the default) any entities that don't have financials for the given set of parameters will not appear in the report at all Accounts; this list is dynamically built based on the prior selections and shows the hierarchy of all accounts configured in the model that fit the Category and Account Type selections.
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STR31 - Strategic Portfolio Cost and Benefit Analysis
The following table describes the parameters you can set in the parameter pane at the top of the report to change the information shown in the report. The first column will be the one used as the slicer At the right end side of the table there is the Account Name, the Line Item Detail and the period columns (that contain the amounts)+
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