--- sourceDocument: Australia Enable AI sourceDocumentLink: https://www.servicenow.com/docs/r/australia/intelligent-experiences Release : - australia ft:locale : - en-US ft:publication_title : - Australia Enable AI ft:clusterId : - platai bundleId : - platai workflow : - Platform --- # Goal form # Goal form {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Goal form The Goal form in ServiceNow Australia release is designed to help you create and manage goals aligned with your organizational strategic priorities. It supports tracking goal progress, assigning responsibility, and categorizing goals to ensure effective strategic planning. Show full answer Show less For users of Operational Sustainability Workspace and Strategic Planning, additional fields can be viewed by configuring the form layout appropriately. ## Key Features * **Goal Details:** Define the goal with a name, description, and category such as Total Applications, Cost, Compliance, or AI, with states ranging from Draft to Completed or Cancelled. * **Status and Progress:** Track the status of a goal (Red, Yellow, Green, None) and view progress percentage, which is auto-calculated when sub-goals or targets exist. * **Parent Information:** Link goals to strategic priorities or parent goals and specify the impact level on parent goals when weighted averages are enabled. * **Ownership and Assignment:** Assign goals to entities like Business Units or Departments and designate owners and contributors to facilitate accountability. * **Duration Tracking:** Set start and end dates that default to the current quarter or inherit from parent goals if applicable. * **Collaboration and Classification:** Add comments for team collaboration, assign responsible teams, and classify goals as Environmental, Social, or Governance for sustainability-focused initiatives. ## Practical Benefits for ServiceNow Customers * Enables structured goal creation aligned with strategic priorities for better organizational focus. * Facilitates clear ownership and collaboration through assignment and contributor fields. * Supports progress tracking and status monitoring, helping in timely goal completion. * Allows goal categorization and classification tailored to different operational and sustainability contexts. * Provides flexibility via configurable form layouts to optimize visibility according to user roles and workspace needs. Use the Goal form to create goals for your organizational strategic priorities. Note: For Operational Sustainability Workspace and Strategic Planning users, to view the other fields (that are not added to the default or your custom form view) on the form in the workspace, configure the default/custom form layout. For information on how to configure the form layout, see [Configuring the form layout](https://www.servicenow.com/docs/access?context=configure-form-layout&version=australia&pubname=australia-platform-administration&ft:locale=en-US). {#aict-goal-form__table_demand_benefit_plan_form__entry__2} | Field | Description | |-|-| | Name | Name of the goal. | | State | State of the goal. The state can be Draft, In progress, Approved, Complete, Pending, Achieved, Not Achieved, or Cancelled. | | Category | Category of the goal. The available options are: * Total Applications * Total Cost * Opex * Capex * Cloud Applications * Homegrown Applications * Support Cost * Labor Cost * Standards Compliance * Strategic * Operational * Tactical * Artificial Intelligence {#aict-goal-form__ul_kyf_dhq_nqb} | | Status | Status of the goal. Status can be Red, Yellow, Green, or None. | | Progress | Percentage complete for the goal. The progress value is calculated automatically if the goal has sub-goals or/and targets. For more information on how the progress value is calculated, see [Progress value calculation](https://www.servicenow.com/docs/access?context=progress-value-calculation-egm&version=australia&pubname=australia-it-business-management&ft:locale=en-US). | | Description | Brief description of the goal. You can refine goal description using the Refine records skill, if the ServiceNow Otto for SPM application is installed. | [Table 1. Goal form] {#aict-goal-form__table_demand_benefit_plan_form} {#aict-goal-form__table_mkc_jyz_fdc__entry__2} | Field | Description | |-|-| | Strategic priority | Name of the strategic priority that this goal is created for. | | Parent goal | Name of the parent goal that this goal contributes to. | | Impact on parent goal | A numerical value that represents the importance of this goal relative to sibling goals or other goals under its parent goal. By default, the value is (1) Neutral. The available options are: * (0) No impact * (1) Neutral * (2) Moderate * (3) High * (4) Very high * (5) Maximum {#aict-goal-form__ul_tds_wyz_fdc} Note: This field is available only when the sn_gf.weighted_average_enabled system property is set to Yes. | [Table 2. Parent information section of the Goal form] {#aict-goal-form__table_mkc_jyz_fdc} {#aict-goal-form__table_rhx_jyz_fdc__entry__2} | FIeld | Description | |-|-| | Assigned entity type | Entity type to which the goal is assigned. For example, Business Unit, Department, Company, or Portfolio. | | Assigned entity | Entity to which the goal is assigned. For example,if the portfolio plan is created with Business Units, HR and IT, populate the Assigned entity type as Business Unit and Assigned entity type as HR or IT. Note: Populating the Assigned entity type and Assigned entity fields are required to display the goals in the portfolio plan. | | Owner | Owner of the goal. By default, the name of the user creating the goal is populated. | | Contributors | Users who contribute to the achievement of the goal. | [Table 3. Owners \& Contributors section of the Goal form] {#aict-goal-form__table_rhx_jyz_fdc} {#aict-goal-form__table_vrn_jyz_fdc__entry__2} | Field | Description | |-|-| | Start date | Start date for the goal. By default, the start date of the current quarter is populated. For a sub-goal, start date of its parent goal is populated. | | End date | End date for the goal. By default, the end date of the current quarter is populated. For a sub-goal, the end date of its parent goal is populated. | [Table 4. Duration section of the Goal form] {#aict-goal-form__table_vrn_jyz_fdc} {#aict-goal-form__table_lvj_jyz_fdc__entry__2} | Field | Description | |-|-| | Comments | Detailed comments for the goal to facilitate collaboration. | | Team | Assignment group responsible for different activities in achieving the goal. | | Classification | Goal classification type. The available options are Environmental, Social, and Governance. This field is applicable only for the Operational Sustainability Workspace users. | [Table 5. Other section of the Goal form] {#aict-goal-form__table_lvj_jyz_fdc} **Related concepts** * [Strategizing the AI plan](https://www.servicenow.com/docs/G_BKm1ykRiO7rcZI9prTeQ "The Strategize tab gives AI stewards a view of the AI strategic direction for their organization. Goals, targets, and strategic priorities that guide AI investment and governance decisions are tracked in one place.")