Capture goals

In the navigation panel, click Investment Architecture > Strategy Network > Goals.​ Per default, the data workbench displays only a set of basic attributes. You can add more columns to capture other attributes directly in the data workbench or you can navigate to a goal's content area and define it in more detail there. Click to learn about how to use data workbenches.

Go to Investment Architecture > Strategy Network > Goals data workbench.

• Add a new goal. Click   > Create Goal to open the edit panel and specify the basic data.
• Define the details of the goal.. Click the Navigate   button next to a goal to open its content area. Specify the goal's attributes as well as the relationships that it has to other assets in the repository.

Define the goal's basic data. All mandatory fields must be defined to create the goal and save it.

• Name: (Mandatory) Enter a unique name for the goal. The name should help others easily understand the purpose of the goal.
• Object State: Specify whether the goal is in planning or active in the enterprise.
• Responsible Organization: Specify the organization that is responsible for the goal.
• Authorized Access tab: The user who creates the goal is the authorized user per default. This can be changed. Select one or more authorized user groups that shall have write permissions to the goal. All users in the authorized user group can edit the goal.

  authorized user

  An authorized user has primary responsibility to maintain the data for an object. Typically this is the user that has created the object. The authorized user as well as members of authorized user groups have write permissions to objects they are responsible for.

  authorized user group

  An authorized user group is a set of users that have been granted write permissions to an object. More than one authorized user group may be specified for an object.

A role represents a functional responsibility that a user or organization has for the goal. Assigning users and organizations to roles is critical to understanding responsibility for assets in the IT and is required to answer the business question Who is responsible for our assets?.

Responsibilities are based on preconfigured role types. Your company may also configure custom role types via the Portfolio Admin user profile. Depending on the role type, a specified user and/or a specified organization may fulfill the responsibility for the goal. A user assigned responsibility via a role has read-only permissions to the goal. To change data about the goal, they must also be specified as an authorized user or member of an authorized user group.

Roles can be assigned to a goal in the Goals data workbench or the goal content area via Overview > Responsibilities. A person can have one of the following roles or a custom role added by your company:

• Business Owner: A person or organization who owns the goal and is responsible for managing the functional requirements.
• Stakeholder: A person or organization who has an interest in the goal and therefore requires read-only access permissions.

To specify responsibilities for the goal:

1. Click in the relevant role field to open the selector.
2. Expand the ORGANIZATION or USER sections in the selector and select the person or organization fulfilling the role.
3. Click OK to save the role definition and close the selector.