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Value Units

Value Unit is an umbrella term for the things your organization delivers: products, projects, services, initiatives, programs, or portfolios. Agile Tools lets you create OKRs for any of these.

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Why Value Units?

Every organization has a unique way of delivering value:

• Some think in products (SaaS companies, product teams)
• Some think in projects (agencies, consulting firms)
• Some have initiatives that span multiple products
• Enterprise organizations manage portfolios of programs

Agile Tools adapts to your terminology — you configure the Value Unit types that match your organization.

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Value Unit Types

Default types available out of the box:

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Creating a Value Unit

1. Navigate to Value Units in the main menu
2. Click Create Value Unit
3. Select the type (Product, Project, etc.)
4. Fill in the details:
   • Name — Clear, recognizable name
   • Description — Purpose and scope
   • Owner — Accountable person (usually a Product Manager)
   • Contributing Teams — Teams that work on this Value Unit

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Setting OKRs for Value Units

Once created, you can set OKRs directly on the Value Unit:

1. Open the Value Unit detail page
2. Go to the OKRs tab
3. Click Create OKR and follow the wizard

See Product OKRs for best practices on writing effective product objectives.

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Value Units vs. Organizational Units

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Related

• Product OKRs — Setting goals for products
• Key Concepts — Terminology overview
• Org Unit Heads: Cascading Goals — Aligning org and product OKRs