Depending on your Actis set-up, account objectives can be added to the business plan directly or via the SWOT analysis screen. Objectives are the milestones you hope to reach on the way to achieving the account goals and are time specific, i.e. they have a planned start and finish date.
Open the account
Under the Navigation tab click Business Planning
Click the down arrow on the business plan header information button to select the correct plan if necessary
Under the Actions tab click Add Objective and complete the relevant information paying attention to any mandatory fields.
The information required for objectives is configured to suit your organisation’s needs and fields may be different to those shown below
- No: The objective number which is automatically assigned by the system
- Start Date: Click the Calendar button to select a start date for the objective
- Due Date: Click the Calendar button to select the due date for the objective. The due date must be later than the start date
- Status: Automatically pre-filled with Ongoing. This field can be amended to show progress towards meeting the due date
- Title: Click in the field and type a name for the objective
- Description: Click in the field and type a description of the objective
- Percent Complete: Indicator of progress towards meeting the objective due date
- Active: Indicates that the objective is live
Click the Add button to save the objective to the business plan