Create a goal in Strategic Planning

Create goals for your portfolio plans and set targets to measure overall goal progress and align goals with your organizational strategic priorities.

시작하기 전에

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

이 태스크 정보

Goals are typically qualitative by nature. Goals should be ambitious and are expected to motivate and challenge your teams.

Only the owner or contributors of the goal can edit the goal.

주:

If you have created goals but don't see them appearing in the portfolio plan, populate the Assigned entity type and Assigned entity fields on the Goal form to display those goals in the portfolio plan.

프로시저

1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
2. From the list of portfolio plans, select a portfolio plan that you want to create a goal for.
3. From the Goals page, select New goal.
4. On the form, fill in the fields.
   For a description of the field values, see Goal form.
5. Select Save.
   You can also select Save and add target and add a target for the goal on the flow. For a description of the field values for a target, see Target form.

다음에 수행할 작업

Set targets for the goals. For more information, see Add targets for a goal in Strategic Planning or Configuring target source for target automation.