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Set Strategic Planning Options


This article provides instructions on the steps to enable the strategic planning options.

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You are viewing content for Planview Enterprise One release 15 – Portfolio and Resource Management and greater.


Setting the strategic planning options includes setting the Strategic Options, the Strategic Status Rules, and the Strategic Data. 

Keystroke Steps

  1. Administration > Strategic Management > Strategic Planning.
  2. Select Strategic Options (Figure 1), Strategic Status Rules (Figure 2), then Strategic Data (Figure 3).
  3. Select options, then select Save

100d. Update Options.png

Figure 1: Update Strategic Planning Options

100e. Edit Status Rules.png

Figure 2: Edit Status Rules for Strategic Planning 

100f. Admin Strategic Data.png

Figure 3: Administer Strategic Data