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    Creating and managing Strategic Priorities

    In this article, we will review how to create and manage Strategic Priorities. 

    Strategic Priorities are not available for Core plan. 


    PPM Express allows adding Strategic Priorities, manage them and decide how they influence each project in the system. 

    Please note: Only users with Manage Challenges and Ideas permissions can create, edit, delete Strategic Priorities.

    Creating Strategic Priorities


    To create a new priority, perform the following: 

    1. Open Strategic Priorities page.

    2. Click New in the left upper part of the page. 


    3. Provide the name for your priority, set its importance, populate the description, if needed. The priorities are active by default, but you can deactivate the priorities using Active toggle if required. 

    Click Add Strategic Priority button. 


    4. As the priority is created, it will appear on the Strategic Priorities page. 


    Managing Strategic Priorities 

    All PPM Express users can review the priorities and users with Manage Challenges and Ideas permissions can edit and delete them. The Importance field can be edited from the Strategic Priorities page directly. 


    As the company's strategic priorities are added to the Strategic Priorities page, project managers can make decisions on how these priorities impact their projects, portfolios, and ideas. 

    On the Portfolio Details page, Project Details page and Idea Details page there is a Strategic Alignment section that shows all priorities from the Strategic Priorities page. We will review how this section can be managed on the example of the Project Details page, but the concept is the same for portfolios and ideas.

    On the Project Details page, there is a section Strategic Alignment. This section shows all strategic priorities on the organization level that are added to the Strategic Priorities page. By default, the impact of the strategic priorities in this section is set to N/A. 

    Each project manager decides how organizational priorities impact the specific project by setting the Impact of each priority in the Strategic Alignment section. 


    As the impact is set for each priority in the Strategic Alignment section on the Project Details page, the Alignment Score field in the Details section is populated with the value. This value takes into account the Importance of the strategic priorities set on the Strategic Priorities page and the Impact set by the project manager in the Strategic Alignment section. The percentage in the Alignment Score field shows the project compliance with company strategic priorities. 

    The higher the number in the Alignment Score field, the more the project is consistent with the priorities of the company.


    If there are any changes in the priorities on the Strategic Priorities page (changes in the Importance of the strategic priorities, new priority added, the priorities are edited or deleted, the priority activated/deactivated), project managers will see a message in the Strategic Alignment section as for the changes on the Strategic Priorities page. 


    If the project manager clicks the Apply Changes button, the changes will be applied automatically and the Alignments Score field will be recalculated according to the changes applied. 


    Please note: Users who do not have permission to edit the project will not see the message as for the changes on the Strategic Priorities page. 

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