Associate or update primary goal or target

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 6분

    • Associate a primary goal or target for the planning items where the items contribute to achieving the goal or target.

    시작하기 전에

    Role required: sn_apw_advanced.spw_goal_user

    이 태스크 정보

    You can associate a goal or target as primary with a planning item by populating the Primary goal and Primary target fields on the Planning item form respectively. When you populate the Primary target field, the Primary goal is automatically populated with the goal of the populated target. For more information, see Planning item form.

    After you associate planning items with goals or targets, you can check these relationships directly on the Planning items tab of the goal's form or on the Goal/Target Relationships tab of the planning item's form.

    주:
    • By default, the goal or target becomes the primary when you associate a goal or target with a planning item for the first time. Then after, association of any goal or target with the planning item becomes a secondary association unless the Primary field is selected while associating the goal or target.
    • When a planning item already has a primary goal association and you want to make another goal as primary, the existing primary goal association becomes secondary and the fresh association becomes primary for the planning item.
    • Associating the primary goal or target isn’t supported for strategic items such as initiatives and strategic programs.
    • To associate the primary goal or target with a custom planning item, ensure that the custom planning item is added to the planning_item_types_allow_list property.

    프로시저

    1. Open the required planning item form using one of the following options.
      OptionNavigation
      From the Portfolio Plans tab
      1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
      2. From the list of portfolio plans, select the required portfolio plan that the planning item belongs to.
      3. Select Planning.
      4. Select Prioritization, Roadmap, or Hierarchy tab.
      5. Select a planning item that you want to associate or update the primary goal or target with.

        The side panel opens with the Details tab.

        Alternatively, you can select Full details and open the item's record page. Select the Details tab from the record page.
      From the Free-form Roadmaps tab
      1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
      2. On the Portfolio Planning page, select Free-form Roadmaps.
      3. From the list of roadmaps, select the required roadmap that the planning item belongs to.
      4. Select a planning item that you want to associate or update the primary goal or target with.

        The side pane opens with the Details tab.

        Alternatively, you can select Full details and open the item's record page. Select the Details or Goal/Target Relationships tab from the record page.
    2. On the Item details side panel or Details tab, fill in or update the Primary goal and Primary target fields with the goal and target respectively that you want to associate or update.

      Alternatively, you can select Add in the Goal/Target Relationships tab, populate the Goal and Target fields as needed, and then select Primary. The Primary goal and Primary target fields are then automatically populated on the planning item form.

      For a description of the field values, see Planning item form.
    3. Select either Update or Save.

    다음에 수행할 작업

    If you want to remove the existing goal or target association, you can remove the association by selecting the association record and selecting the Remove option on the Goal/Target Relationships tab of the planning item record. If the planning item has the primary goal and secondary goal association, you can remove the primary association only after you make any other goal as primary for the planning item.