Update the progress of a manual target

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Update the progress of a target when its status is changed.

    始める前に

    Role required: sn_apw_advanced.spw_goal_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 > Strategy and Goals.
    2. On the Strategy and Goals page, select the strategy-based board or goal-based board for which your target belongs to.
      The Strategy page opens if selected a strategy-based or combined strategy and goals-based board. The Goals page opens if selected a goals-based board.
    3. Update the target for your goal using one of the following methods depending on your board type.
      OptionSteps
      From the Goals page
      • For targets with breakdowns:

        (For targets with quarterly or yearly breakdowns) In the breakdown columns section, double click the cell in the Actual column for the breakdown.

        (For targets with breakdowns other than quarterly or yearly) In the breakdown columns section, select More actions icon for the breakdown cell in the Actual column and then select Update.

        The Check-in actuals window is displayed.

      • For targets with no breakdowns:

        In the Actual to date column, double click the cell for the target.

      Alternatively, you can select the row context menu icon (Row context menu icon.) next to the target that you want to update and then select Check in actuals.
      From the Strategy page
      1. From the list of strategic priorities, select the one for which your target belongs to.

        The strategic priority details page opens.

      2. Select the Goals related list.
      3. Select the goal for which your target belongs to.

        The goal details page opens.

      4. Select the Quantitative Targets or Qualitative Targets that your target belongs to.
      5. Select the target that you want to update actuals.
    4. On the form, update the Actuals to date or Actual field and add a business justification in the Remark field.

      For a description of the field values, see Target form.

    5. Select either Update or Save.