Create goal form
Use the Goal form to create goals for organizational strategic priorities.
| Field | Description |
|---|---|
| Name | Name of the goal. |
| Parent goal | Name of the parent goal that this goal contributes to. |
| Start date | Start date for the goal. The start date of the current quarter is automatically set. |
| Owner | Owner of the goal. The name of the user creating the goal is automatically set. |
| Status |
Status of the goal. The available options are:
|
| Impact on parent goal |
Numerical value representing the importance of this goal relative to sibling goals or other goals under its parent goal. The value is automatically set to (1) Neutral. The available options are:
Note: This field appears only when the sn_gf.weighted_average_enabled property is set to Yes. |
| Assigned entity type | Entity type to which the goal is assigned. For example, Business Unit or Department. |
| State |
State of the goal. The available options are:
|
| Strategic priority | Name of the strategic priority that this goal is created for. |
| End date | End date for the goal. The end date of the current quarter is automatically set. |
| Category |
Category of the goal. The available options are:
|
| Contributors | Users who contribute to the achievement of the goal. |
| Progress | Percentage complete for the goal. The progress value is calculated automatically if the goal has subgoals, targets, or both. |
| Assigned entity | Entity to which the goal is assigned. |
| Comments | Detailed comments for the goal to facilitate collaboration. |