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    Home Orlando IT Business Management IT Business Management Project Portfolio Management PPM Standard (Project Portfolio Management) Strategic Spend Tracking for PPM Allocate or modify the strategy and goal percentage for a project

    Allocate or modify the strategy and goal percentage for a project

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    Allocate or modify the strategy and goal percentage for a project

    Allocate the percentage of a project's total cost, benefit, and budget to help achieve the strategic objectives that the project fulfills. You can also view the breakdown of the project's financial data based on the allocated percentage.

    Before you begin

    You should have an existing project.

    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_project_manager

    Procedure

    1. Navigate to Project > Projects > All.
    2. Select the project to which you want to add or update allocation percentages.
    3. In the Business Case tab, add or update the strategies and goals with which the project is associated.
      For more information, see the Business Case field descriptions in the Create a project documentation topic.
    4. Click Save.
      The selected strategies and goals appear in the Strategy Allocations and Goal Allocations related lists.
    5. Update strategy and goal allocations.
      1. In the Strategy Allocations related list, click the % Allocation field and enter the percentage that this project contributes towards the selected organizational strategy.
      2. In the Goal Allocations related list, click the % Allocation field and enter the percentage that this project contributes towards the selected organizational goal.
        Note: The sum of strategy or goal allocations for a project must not exceed 100%.
    6. Click the Recalculate Strategy and Goal Allocation related link to update cost field values in the allocation tabs.
    7. Click Update.
    8. (Optional) In the Strategy or Goal Allocations related list, click the preview icon (Preview record icon), and then click Open Record to view the breakdown of the strategy or goal allocation.
    9. (Optional) View the trends for planned costs, actual costs, and benefits over time using the Strategic Spend Tracking for PPM dashboard.

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    Release version
    Choose your release version

      Allocate or modify the strategy and goal percentage for a project

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Allocate or modify the strategy and goal percentage for a project

      Allocate the percentage of a project's total cost, benefit, and budget to help achieve the strategic objectives that the project fulfills. You can also view the breakdown of the project's financial data based on the allocated percentage.

      Before you begin

      You should have an existing project.

      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_project_manager

      Procedure

      1. Navigate to Project > Projects > All.
      2. Select the project to which you want to add or update allocation percentages.
      3. In the Business Case tab, add or update the strategies and goals with which the project is associated.
        For more information, see the Business Case field descriptions in the Create a project documentation topic.
      4. Click Save.
        The selected strategies and goals appear in the Strategy Allocations and Goal Allocations related lists.
      5. Update strategy and goal allocations.
        1. In the Strategy Allocations related list, click the % Allocation field and enter the percentage that this project contributes towards the selected organizational strategy.
        2. In the Goal Allocations related list, click the % Allocation field and enter the percentage that this project contributes towards the selected organizational goal.
          Note: The sum of strategy or goal allocations for a project must not exceed 100%.
      6. Click the Recalculate Strategy and Goal Allocation related link to update cost field values in the allocation tabs.
      7. Click Update.
      8. (Optional) In the Strategy or Goal Allocations related list, click the preview icon (Preview record icon), and then click Open Record to view the breakdown of the strategy or goal allocation.
      9. (Optional) View the trends for planned costs, actual costs, and benefits over time using the Strategic Spend Tracking for PPM dashboard.

      Tags:

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