Your firm may choose to use different terminology for their business planning. For example, you may want to change the word Objectives to Goals if that is the terminology used in your firm. System Administrators can change the terminology in the system. When a System Administrator makes changes here, the changes apply across InterAction+™ CIM for your organization.
Only Strategic Tier users can modify system nomenclature.
To Change Business Planning Terminology in the System:
- Click on the Firm Settings tab.
- Under Business Planning, click on Nomenclature.
- Update the terminology as needed:
Business Planning – Default: Business Planning
High-Level Goal (Singular) – Default: Objective
- High-Level Goals (Plural) – Default: Objectives
Sub-Goal (Singular) – Default: Initiative
- Sub-Goals (Plural) – Default: Initiatives
- Save your changes.
Changes made here will impact InterAction+ across your entire organization.