Add a Relationship to a Non-Strategy Asset

Non-Strategy assets include terms, rules, policies, data sets and systems.

To add a relationship to a non-strategy asset:

1. On the asset detail page, click a tab for an asset relationship.

2. If there are no existing related assets, click the Setting Relationships button.

   

3. If there are existing related assets, click the Edit () icon; the Relate Asset sidebar displays.

4. Begin typing an asset name in the text field and click the asset link when it appears. Select all related assets.

   

   NOTE: The program-level assets appear before the company-level assets. Click the arrow next to the program- and company-level names to hide/show the assets within that level.

   NOTE: Click the x next to an asset to remove it from the selection.

5. Click Done to save the selection.

To add a goal or initiative to a non-strategy asset:

1. In the right panel on the Overview tab, click the Add () icon.

   

2. In the Relate Assets sidebar, begin typing the name of a goal or initiative and click the link that appears for the asset. Select all related assets.

   

   NOTE: The program-level assets appear before the company-level assets. Click the arrow next to the program- and company-level names to hide/show the assets within that level.

   NOTE: Click the x next to an asset to remove it from the selection.

3. Click Done to save the selection.

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