The Strategy module is made up of three panes: Tree pane on the top left, List pane on the top right and Details pane at the bottom.
Use this icon to maximize the size of each pane.
Use this icon to restore the pane to its original size.
The Tree pane displays the strategy tree. You can create new nodes in the tree, cut, copy and paste elements of the tree and delete nodes from the tree using the icons displayed on this pane.
Use this icon to add a node.
Use this icon to cut a node. Top level nodes cannot be cut.
Use this icon to copy a node. Top level nodes cannot be copied.
Use this icon to paste the node that you cut or copied.
Use this icon to delete a node. Only user-created nodes can be deleted. When a node is deleted, all its children (nodes) are also deleted.
Use this icon to expand the complete strategy tree.
Status and Trend indicators for the primary measure of the node are displayed within the tree pane for each node. A risk indicator (High , Medium
, Low
) for the node is also displayed here. Risk indicators are set manually. Refer to the Working with Strategy Nodes section for more details on status trend indicators for measures.
The List displays the child nodes of the currently selected node in the Tree pane. Click an item in the list to view its properties in the Details pane. Status, Trend, and Risk indicators are displayed in each of the first three columns of the List pane.
The Details pane displays the properties of the selected node.
Click this icon to edit the properties.
Click this icon to save the changes made to the properties.
Click this icon to leave the properties unchanged.
Note: If you have selected a node from the Tree pane, you will see its children in the List pane and its properties in the Properties pane. To view the properties of the child, you can click on its name in the list pane, or expand the node in the tree pane and then select the name of the child node.
Working with the Organization Nodes
Working with Strategic Alignment
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Last Published Wednesday, November 30, 2016