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Planview Customer Success Center

Work with Strategic Entities

When setting up the hierarchy of the Strategy structure, an administrator defines the types of strategic entities your organization uses. That hierarchy is dependent on your company's business processes. Whether you can then create, associate, review, modify, or delete strategic entities depends on your system's configuration.

           

example Strategy Portfolio View screen with a summary of some business rules relevant to that screen's left pane

Key rules that apply to managing the hierarchy displayed in the Strategy Portfolio View screen's left pane