Update the progress of an automated target

Update the progress of a target using the Update Actual value related link on the Target form.

始める前に

Role required: sn_apw_advanced.spw_goal_user and sn_align_core.apw_user

このタスクについて

注:

Only the owner or contributors of the goal can update a goal target.

手順

1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
2. From the list of portfolio plans, select the required portfolio plan that the target belongs to.
3. In the Goals view, select the Goals and targets tab.
4. Select the target that you want to update the progress for.
   The Target side panel opens with the Details tab.

   If the target has breakdowns, selecting the target opens the Target side panel with the Progress tab. Select the Details tab on the Target side panel.

5. From the side panel, select Full Details to open the target form.
6. On the Target form, select the Update Actual value related link.
   For a description of the field values, see Target form.

タスクの結果

After the Actuals to date field is updated, the progress value for the target and its goal is auto-updated. For information on how the progress value is calculated, see progress value calculation. For information on how the progress value is calculated for a target that has target breakdowns, see Target breakdowns in Strategic Planning.

関連タスク

• Update the progress of a manual target
• Update the actual value of a target breakdown