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Infor Strategy Planning and Execution User Guide
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About this guide
Overview
Infor Strategy Planning and Execution overview
Infor SPE components and initial setup
Initial setup
Basic navigation
Content administration and setup
Organization structure in SPE
Creating the organization structure manually
Adding sublevels in the organization structure
Updating an organization
Updating an organization structure using drag-and-drop
Deleting an organization
Period
Creating a fiscal year
Managing a fiscal year
Activity groups
Creating an activity group
Viewing an activity group
Updating an activity group
Deleting an activity group
Metric categories
Adding a metric category
Viewing a metric category
Updating a metric category
Deleting a metric category
Unit of measurement
Uploading the units of measurement
Import template for the units of measurement
Filling out the units of measurement in the import template
Viewing the units of measurement
Creating the units of measurement manually
Updating the units of measurement
Deleting the units of measurement
Unit of measurement conversions
Uploading the units of measurement conversion
Import template for the units of measurement conversion
Filling out the units of measurement conversion in the import template
Viewing the units of measurement conversion
Creating the units of measurement conversion manually
Updating the units of measurement conversion
Deleting the units of measurement conversion
Energy and emission factors
Adding an energy factor or an emission factor
Viewing an energy or an emission factor
Updating an energy or emission factor
Deleting an energy or an emission factor
Key performance indicators
Creating a KPI
Viewing a KPI
Updating a KPI
Updating a KPI formula
Deleting a KPI
Metrics
Creating a metric
Viewing a metric
Updating a metric
Deleting a metric
Metric structure
Creating a metric structure
Defining metric structure tree and properties
Updating the status of the metric structure
Viewing a metric structure
Rearranging KPIs and metrics in a metric structure
Deleting a metric structure
Reporting matrix
Creating assignment in a reporting matrix
View reporting matrix
Updating a reporting matrix
Deleting a reporting matrix
Deleting multiple records from the reporting matrix
Narratives
Creating a narrative
Managing a narrative
Analysis boards
Creating a row definition
Building a row definition
Managing a row definition
Creating a board
Managing a board
Strategy and activity management
Create a new strategy
Generating a strategy
Project log
Adding a note to the Project Log
Adding an action item for a project log
Editing a project log in the strategy
Deleting a project log
Updating a strategy status
Updating an assigned person to a strategy
Cancelling a strategy
Deleting a strategy
Adding a note to the strategy
Viewing a long note
Editing a note in a strategy
Deleting a note in the strategy
Adding a document attachment
Viewing a document attachment
Deleting a document attachment
Area of impact
Adding an AOI to the strategy
Adding a sublevel AOI to the area of impact
Viewing the details of an AOI
Updating the status of an AOI
Cancelling an AOI
Deleting an AOI
Strategy search and adding to favorites
Searching a strategy or AOI
Viewing the structure of a strategy or AOI
Adding a strategy or AOI to favorites
Viewing and arranging favorite strategies and AOIs
Removing a strategy from the favorites
Monitor activities
Adding an activity to the AOI
Viewing an activity
Updating the details of the activity
Monitoring activities for a strategy
Monitoring activities for an AOI
Monitoring My Activities for an AOI
Updating the status of an activity
Actuals and targets
Target values for KPIs and metrics
Exporting the data template for target values
Uploading target values
Specifying target values for the current period or reporting year
Specifying target values for another period
Changing the number of records displayed
Updating target values
Reporting values
Exporting data template for actual values
Uploading actual values
Specifying actual values for current period
Specifying actual values for another period
Specifying actual values for a reporting year and organization units
Changing the number of records displayed
Managing actual values
Viewing actual values as a reporter
Viewing actual values as a target owner
Narrative Reporting
Searching a narrative to report
Managing a reported narrative
Dashboards
Associating strategy or AOI to an analysis board
Viewing dashboards
Refreshing dashboard data
Removing analysis boards
Viewing graphs for KPI and metric structure
Viewing narrative responses
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