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Reviewing Work Associated with a Strategic Entity

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You are viewing content for Planview® Enterprise One release – Portfolio and Resource Management.

To review information about work associated with a strategic entity:

  1. Navigate to the Strategy View screen.

  2. Click the Associated Work tab.

    The tab's Work column includes the name of each work item associated with the strategic entity. The values displayed in the tab's Financial % column indicate what percentage of the relevant work item is allocated to the selected strategic entity.

Tip!

You can change a percentage value by double-clicking the relevant cell and then typing a new value. You can also delete work associations. In addition, you can associate work with the selected strategic entity by clicking New Association and then selecting the appropriate work in the Data Picker. The work you can select depends on whether the Enforce Strategic Grants when Associating Work to Strategy rule is enabled or disabled