Support Center / Strategy Deployment / How to create new Strategy deployment X-matrix

How to create new Strategy deployment X-matrix

When you create your new Strategy Deployment X-Matrix

  1. Go to Goal Deployment module and choose the folder, from your organization structure, where the document should be savedcreate x-matrix
  2. Click on add iconplus icon new
  3. Specify the details of the Matrix  - Title, responsible person and main TTI dashboard (you can either link the existing dashboard, create new or choose "none"). If you choose "create new", than new dashboard will be automatically created, once you save the Goal goal deployment
  4. You can select  if the document is public (accessible for all users that have access to particular organization folder) or for invited onlyGD for invited only


Once the heading data are complete, you will be asked to save the document. After saving you can specify your Objectives and link the relative parts in your X-Matrix as below:

  1.  Choose  and highlight 5 Year Objective and related 1styear objectivecreate x-matrix 2
  2. Choose and highlight particular KIP and related 1st year objective, TTI and responsible personcreate x-matrix 3
  3. Save and view
  4. Related objectives are now marked with black dot and highlighted in blue, if you click on one of themleader, support 2
  5. For detailed view, please see below video.

Video Guide: Goal Deployment

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