System Strategies

1. Access the ASM Overview page.
2. Select the System Strategies tab.
   A list of system strategies appears.

   

3. In the Strategy ID column, select the link for the system strategy that you want to view.

   The Strategy Summary workspace for the selected system strategy appears, displaying the Summary section. The following charts appear:

   • Risk Profile
   • Cost Projection

   

1. Access the ASM Overview page.
2. In the page, select , and then select Create System Strategy.
   The new strategy appears in a new tab, displaying the Details section. The following image shows the Details section for a system strategy.

   

3. As needed, enter values in the available fields for a system strategy.
4. Select .
   The strategy is created.

1. Access the system strategy to which you want to add an asset strategy.
2. Select the Manage tab.
   The Manage workspace appears.

   

3. Select .
   The Add Existing Asset Strategies window appears.

   

4. For each strategy that you want to add, select the check box, and then select Add.
   The asset strategy is added to the system strategy.

   Note: The maximum number of asset strategies that can be added to a system strategy is 500.

In the Manage workspace, you can use mass state management to update the state of all the Asset Strategies contained within your system strategy at the same time.

1. Access the system strategy for which you want to use bulk state management.
2. Select the Manage tab.
   The Manage workspace appears.

   

3. In the State drop-down list, select the appropriate choice for the state of the strategy, and then select Done.
   A message appears, confirming that the operation has been performed.

   Note: To move the strategy through the rest of the state assignments, repeat step 3.

1. Access the system strategy for which you want to view the action changes.
2. Select the Manage tab.
   The Manage workspace appears.

   

3. Select Action Changes to view the changes made to the actions in the system strategy.
   The Action Changes window appears.

   

This topic describes how to remove an asset strategy from a system strategy.

1. Access the system strategy from which you want to remove an asset strategy.
2. Select the Manage tab.
   The Manage workspace appears, displaying a list of available strategies.

   

3. For each strategy that you want to remove, select the check box.
   In the workspace, is enabled.
4. Select .
   A window appears, asking you to confirm that you want to remove the selected strategies from the parent strategy.
5. Select OK.
   The selected strategy is removed.