Add targets for a goal in Strategic Planning

Create SMART targets for goals to track and measure the progress of your goals.

시작하기 전에

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

이 태스크 정보

If you’re using Now Assist for SPM, you can use the Target generation skill to generate targets for a goal. The skill uses the goal’s details and provided context to create a precise target for the goal. The more specific the input, the stronger the recommendations. For details, see Generate targets for a goal in Strategic Planning Workspace using Now Assist for SPM.

Configuring a target source for your target updates the Actuals to date field on the Target form automatically. For more information on target automation, see Target actuals automation in Strategic Planning.

A SMART target can be defined as S = Specific, M = Measurable, A = Attainable, R = Relevant, and T = Time-bound.

주:

• Only the owner or contributors of the goal can create targets for the goal.
• You can also restrict the access for a target record to the specific users by enabling the Confidential field on the Target form if the ServiceNow® Operational Sustainability Management application is installed.

프로시저

1. Create a target for a goal using one of the following options.

   Option	Steps
   From the Goals view	Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning. From the list of portfolio plans, select the required portfolio plan that the goal belongs to. In the Goals view, select the Goals and targets tab. Next to the goal that you want to create a target for, select the row context menu icon () and select Add target.
   From the Targets tab	Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning. From the list of portfolio plans, select the required portfolio plan that the goal belongs to. In the Goals view, select the Goals and targets tab. Select the goal that you want to create a target for. The Goal side panel opens with the Details tab. From the side pane, select Full Details to open the goal form. On the Quantitative Targets or Qualitative Targets tab, select New.

2. On the form, fill in the fields.
   For a description of the field values, see Target form.
3. Select Save.
   You can also select Save and add new target and add more targets for the goal on the flow.

결과

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 is not enabled for target automation.