How to add a new business objective.

Applies to: users who can create Business Objectives records. Module: Business Objectives.

Adding the Objective #

1. Select Business Objectives in the left-hand menu.
2. Click the + icon at the top right.

1. Choose the Type (for example Strategic or Operational) and Status (for example Draft).
2. Enter a Summary (required).
3. Choose the Appetite, Timescale and Rating.
4. Tick the Divisions and check the Owners.
5. Add Details and tick the Factors that influence the objective.
6. Set a Review Date, an Expiry Date and a Cost if you track them.

Saving #

Click Save. The objective gets its reference and you can then connect risks, add reviews or attach files.

Related Articles #

• Business Objectives Overview
• Connecting Risks to a Business Objective
• Reviewing a Business Objective