Managing Global Strategic Themes

Global strategic themes are strategic themes that can be used for all portfolios in the system.

To create global strategic themes:

  1. Prerequisite:

    • Your administrator has not disabled using strategic themes by setting the parameter ENABLE_ STRATEGIC_THEMES to false (it is enabled by default).

    • You should have the Edit All Portfolios access grant.
  2. From the main menu, select Open > Administration > Portfolio Management > Manage Global Strategic Themes.
  3. Click Add.
  4. Provide name, status, owner, and description for the global strategic theme.
  5. Click Add.
  6. To adjust the default ranking of a theme, drag and drop it to the desired row.