Use > Plan > Idea and Proposal Management > Business Objectives > Create a business objective

How to create a business objective

  1. From the main menu, select Plan > Idea & Proposal > Business Objectives. Service Management displays a list of business objectives.

  2. Click New icon New. Service Management displays a New Business Objective dialog box to gather basic information. Service Management does not assign an ID until you save the business objective.

  3. Complete the following fields:

    Field Description
    Objective Enter the objective name.
    Description

    Enter a description that captures the details of the business objective.

    Active

    Select the check box if you want to make the business objective available for user selection.

    Driven by

    From the drop-down list, select the person that is responsible for driving the business objective.

  4. In Attachments, add any supporting files by clicking Add.

    Note

    • The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z.

    • The maximum file size of an attachment is 10 MB.

    • If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record.

    • Attachments are not visible in the Service Portal.

  5. Click Save when you are finished.

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