Create goal form

  • Release version: Australia
  • Updated July 3, 2024
  • 1 minute to read
  • Use the Goal form to create goals for organizational strategic priorities.

    Table 1. Create goal form
    Field Description
    Name Name of the goal.
    Parent goal Name of the parent goal that this goal contributes to.
    Start date Start date for the goal. The start date of the current quarter is automatically set.
    Owner Owner of the goal. The name of the user creating the goal is automatically set.
    Status

    Status of the goal. The available options are:

    • Red: Goal needs immediate attention.
    • Yellow: Target needs improvement.
    • Green: Target is on track.
    • None
    Impact on parent goal

    Numerical value representing the importance of this goal relative to sibling goals or other goals under its parent goal. The value is automatically set to (1) Neutral.

    The available options are:
    • (0) No impact
    • (1) Neutral
    • (2) Moderate
    • (3) High
    • (4) Very high
    • (5) Maximum
    Note:
    This field appears only when the sn_gf.weighted_average_enabled property is set to Yes.
    Assigned entity type Entity type to which the goal is assigned. For example, Business Unit or Department.
    State

    State of the goal. The available options are:

    • Draft
    • In Progress
    • Approved
    • Complete
    • Pending
    • Achieved
    • Not Achieved
    Strategic priority Name of the strategic priority that this goal is created for.
    End date End date for the goal. The end date of the current quarter is automatically set.
    Category

    Category of the goal. The available options are:

    • Total Applications
    • Total Cost
    • Opex Capex
    • Cloud Applications
    • Homegrown Applications
    • Support Cost Labor Cost
    Contributors Users who contribute to the achievement of the goal.
    Progress Percentage complete for the goal. The progress value is calculated automatically if the goal has subgoals, targets, or both.
    Assigned entity Entity to which the goal is assigned.
    Comments Detailed comments for the goal to facilitate collaboration.