Allocate the percentage of a demand's total cost, benefit, and budget towards
achievement of strategic objectives that the demand fulfills. You can also view the
breakdown of the demand's financial data based on the allocated percentage.
You should have an existing demand.
Execute the following scheduled jobs:
- PPM Strategic Spend Tracking - Update projects and demands with
strategy and goal allocations
- PPM Strategic Spend Tracking - Generate Strategy/Goal Allocation
Breakdowns for Projects and Demands
Role required: it_demand_manager
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Navigate to .
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Select the demand to which you want to add or update allocation
percentages.
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In the Business Case tab, add or update the strategies
and goals with which the demand is associated.
For more information, see the Business Case field descriptions in the
Create a demand documentation topic.
-
Click Save.
The selected strategies and goals appear in the Strategy Allocations and
Goal Allocations related lists.
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Update strategy and goal allocations.
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In the Strategy Allocations related list, click the %
Allocation field and enter the percentage that this
demand contributes towards the selected organizational strategy.
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In the Goal Allocations related list, click the %
Allocation field and enter the percentage that this
demand contributes towards the selected organizational goal.
Note: The sum of strategy or goal allocations for a demand must not
exceed 100%.
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Click the Recalculate Strategy and Goal Allocation
related link to update cost field values in the allocation tabs.
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Click Update.
- (Optional)
In the Strategy or Goal Allocations related list, click the preview icon
(
), and then click Open Record to view the
breakdown of the strategy or goal allocation.
- (Optional)
View the trends for planned costs, actual costs, and benefits over time using
the Strategic Spend Tracking for PPM dashboard.