Update the progress of a manual target

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 4분

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

    시작하기 전에

    Role required: sn_apw_advanced.spw_goal_user and sn_align_core.apw_user

    이 태스크 정보

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

    프로시저

    1. Open the target record of the goal using one of the following options.
      OptionSteps
      From the Goals and targets tab
      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. Select the current progress value link for the target in the Progress column.

        The Progress Metrics window is displayed.

      5. (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.
      From the Target side panel
      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. Select the target record that you want to update the progress for.

        The Target side panel opens with the Details tab.
      From the Targets tab
      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. Select the goal record with the target progress that you want to update.

        The Goal side panel opens with the Details tab.

      5. In the side panel, select Full Details to open the goal form.
      6. On the Quantitative Targets or Qualitative Targets tab, select the target record.
    2. 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.

    3. Select either Update or Save.

    결과

    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.