Your organization's Objectives (and their associated Initiatives) display on the Business Planning tab. From here, you can view the overall Objectives and Initiatives from a high level and drill down to the specifics. You can also configure the page and sort and filter the Objectives and Initiatives. For example, you may want to view all the Objectives or Initiatives for a specific Company, Practice Group, or view by Due Date.
Features:
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Click on the Objective name in the list to open the Objectives Overview page or the Initiative tab to view the list of Initiatives.
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On the Objectives page, the red Target Date means that the Target Date has passed, or the Objective is Closed. The Green Target Date means the Objective is Open.
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Click on
to the far right to open a window where you can:
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Drag and drop the column headings in the desired order
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Click
and choose the columns you want displayed
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Click
to hide columns
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Save your changes.
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Click on
in any header to sort the list (ascending, descending)
Business Planning features are only available to Strategic Data users.