User manual BUSINESS OBJECTS STRATEGIC PLANNING 10.8 RESOURCE GUIDE

[. . . ] BusinessObjects Strategic Planning Resource Guide Business Objects Planning 10. 8 Patents Business Objects owns the following U. S. patents, which may cover products that are offered and sold by Business Objects: 5, 555, 403, 6, 247, 008 B1, 6, 578, 027 B2, 6, 490, 593 and 6, 289, 352. Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners. [. . . ] A plan workbook is created for the initiative based on the selected template. Before exiting this area, you must choose Plan > Save or the new workbook will not be retained. 3. 4. 5. Note that the dialog in Step 3 also allows you to create the workbook from an existing file (click the Existing button). You might use this feature instead if you have altered an existing initiative workbook, and that altered workbook is more appropriate to the new initiative than starting from a template. However, you can only use this capability on initiatives that are already added to the Initiative list in the Dimensions. If you were creating an entirely new initiative, you would use the SaveAs functionality instead. BusinessObjects Strategic Planning Resource Guide 13 Initiative Management Initiative Management Once the initial set of initiative workbooks are created, the SaveAs functionality can be used to create new initiatives or modify the attributes of existing initiatives. If end users have the ability to create new initiatives, SaveAs is the process they will use. Creating New Initiatives Using SaveAs The SaveAs feature allows you to create a new initiative using an existing initiative as a base. Using SaveAs, you define a name, description, and grouping information for the new initiative. A copy is created of the existing initiative and the new settings are applied. You can then modify the initiative workbook to reflect the new initiative. To create a new initiative based on an existing initiative: 1. Open the initiative that you want to use as the base for the new initiative. (Do not choose Save As from Excel's File Menu ­ this simply brings up the standard Excel Save As window. ) The Modify or Save As dialog appears. Type a name for the new initiative in the field at the bottom of the dialog. The name cannot contain any spaces or special characters. An example is shown below: 3. Note that this "name" is the initiative code. If you have employed a particular coding convention for your initiatives, be sure to communicate this convention to your end users. Click the OK button to continue. 14 BusinessObjects Strategic Planning Resource Guide Initiative Management 4. The Create Initiative dialog box opens. The settings from the base initiative are displayed in the fields as a default. When you have completed the settings, click OK. Description Type in a long description for the new initiative. The description should be informative enough to clearly define the initiative, for example, "Build New Facility in Portland". The description is utilized in other areas of the system such as the Scenario Manager. [. . . ] Create a new data set for the new planning year and toggle it to active. Your prior year's initiatives are archived and available within the old data set. For details on creating and populating a new data set, see the Help file or the Plan Workbooks and Plan Administration Resource Guide. Zero out all time series and other columns using the Zero Database utility. [. . . ]