Generate targets for a goal in Strategic Planning Workspace using Now Assist for SPM

Generate measurable targets for your goals in Strategic Planning Workspace using Now Assist for SPM.

시작하기 전에

중요사항:

This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

Role required: sn_apw_advanced.spw_goal_user and (sn_align_core.apw_user or sn_gf.goal_admin)

이 태스크 정보

The Target generation skill leverages the goal’s details and provided context to create a precise target for the goal. The more specific the input, the stronger the recommendations.

The skill automatically populates key fields in the Target form, ensuring accuracy and alignment with the goal. This helps teams define clear, measurable outcomes and speeds up the target-setting process.

주:

Only the owner or contributors of the goal can create targets for the goal.

프로시저

1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
2. From the list of portfolio plans, select the required portfolio plan that the goal belongs to.
3. In the Goals view, select the Goals and targets tab.
4. Next to the goal that you want to create a target for, select the row context menu icon () and select Generate target.
5. On the Provide context to generate a target window, enter a context to generate a desired target and then select Generate.
   팁:

   The more specific the input, the stronger the recommendations.
6. On the form, verify the filed values and update them as needed.
   For a description of the field values, see Target form.
7. Select Save.

결과

A target is created based on the goal’s details and any context that you provide.

The target progress records are automatically created when you save the target post populating the Actuals to date field. The target progress records specify the progress of each target for the goal.

주:

When you delete a goal, its associated targets (if any) and their progress records are also deleted even though the Allow the deletion of targets property is set to No.

다음에 수행할 작업

Update the progress of the target manually if the target isn’t enabled for target automation.

관련 태스크

• Add targets for a goal in Strategic Planning