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Objective

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Location: File Objective

 

Prerequisites:

None

 

Overview:

Use this menu to create the strategic objectives that will be associated with the portfolios added to the system.

 

Specific buttons:

Click on this button to add a new objective. For further information on this operation, see the Creating objectives section.

Click on this button to edit the objective selected in the list of records.

Click on this button to delete the objective selected in the list of records.

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.

Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

 

Use the "Search filters" to easily retrieve the desired records based on specific information.