Proceed as follows to set goals directly in the Goals dialog box:
- Click Portfolio in the menu bar and choose Goals. The Goals dialog box appears.
Note: The Goals dialog box for a map with a numeric or date x-axis is different than the Goals dialog box for a values list x-axis.
- Any number of strategic buckets can be defined, by using the Add and Remove buttons. The buckets are defined by range, entered in the `From' and `To' columns. To split a strategic bucket into two buckets, select the required strategic bucket below which you want the new bucket to be added. This means that the selected bucket will be split and an additional bucket will be added sequentially in the range.
- Click Add. An additional bucket appears in the Goals dialog box.
- Click the From cell of the new bucket, and enter the new lower limit for the range. The To area of the former bucket is automatically adjusted to reflect the new range.
- To merge two strategic buckets, select one of the buckets to be merged, and click Remove. The bucket is removed from the Goals dialog box. You must then manually adjust the ranges of the remaining buckets.
- In the Portfolio Goals field, enter the total amount of the resource allocated for the whole portfolio. For example, the budget for the portfolio.
- Goals can be entered as either percentage or actual values. The corresponding cell is automatically updated. Click the % from portfolio cell for a selected strategic bucket to enter the percentage of the resources to be allocated to that bucket. The corresponding cell in the resource column on the right is updated.
- Click the relevant row in the resource column (on the right) and enter the actual amount of the resource to be allocated to that bucket. For example, enter budget amounts. The corresponding cell in the % from portfolio column is updated.
- Repeat steps 5 or 6 for each strategic bucket that requires goal information.
- Click OK. The goal information is updated. The portfolio's total goal appears in the title bar of the Investor map. Each bucket's goal appears in its title Bar.
Notes:
- You can set goals for balance only or for the portfolio total only as described in Option 2: Define the Bucket's Balance or Option 3: Define Only a Total Goal for the Portfolio.
- The sum of entries in the resource column does not need to match the amount entered into the Portfolio Goals field in Step 6.
- The sum of entries in the % from portfolio area does not need to equal 100%.
- When you enter values for the goals, the Remove Goals button is activated. Click Remove Goals to remove the goals values.