---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Associating the primary goal or target

# Associating the primary goal or target for work items {#ariaid-title1}

Release version: Australia  
Updated September 10, 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 Associating the primary goal or target for work items

This feature enables ServiceNow customers to associate a primary goal or target to various work and planning items such as Projects, Demands, Programs, Features, Epics, and Planning items.
Associating these goals or targets helps align work with strategic objectives, allowing better tracking and management of contributions towards organizational goals.
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## Key Features

* **Primary Goal and Target Fields:** You can set a primary goal or target by populating the respective fields on the forms of Projects, Demands, Programs, Features, Epics, and Planning items.
* **Non-primary Associations:** Additional, non-primary goals or targets can be linked via the Goal/Target Relationships related list on these forms.
* **Visibility of Relationships:** Once associated, these goal or target relationships can be reviewed from either the goal/target's related list or the work/planning item's related list.
* **Role and Plugin Requirements:** Different roles and plugins are required depending on the work or planning item type to set these primary associations, ensuring appropriate access control.

## How to Associate Primary Goals or Targets

Follow these general steps based on the work or planning item type:

* Open the specific item (e.g., Project, Demand, Feature, Epic).
* Enter the desired primary goal and/or primary target in the corresponding fields on the form.

The table below summarizes the plugin, required role, and item for setting primary goals/targets:

* **Project:** PPM Standard plugin, `projectmanager` role
* **Demand:** PPM Standard plugin, `demandmanager` role
* **Program:** PPM Standard plugin, `programmanager` role
* **Feature:** Agile Development 2.0 plugin with `rmfeatureadmin` role or Scaled Agile Framework plugin with `safeartuser` or `safeadmin` roles
* **Epic:** Agile Development 2.0 plugin with `scrumstorycreator` role or Scaled Agile Framework plugin with `safeartuser` role
* **Planning item:** Strategic Planning plugin with `snaligncore.apwuser` role

## Benefits for ServiceNow Customers

* Align work efforts clearly with organizational goals and targets.
* Improve visibility into how projects and agile work items support strategic objectives.
* Maintain control and security by requiring specific roles and plugins to assign primary goals or targets.
* Easily access and manage goal-target relationships directly from relevant work or planning item forms.  
You can associate a goal or target as the primary for the work and planning items where the items contribute to achieving the goal or target. You need different roles to set a goal or target as the primary for work and
planning items.

You can associate a goal or target as primary to work and planning items by populating the Primary goal and Primary target fields on the Project, Demand, Program, Feature, Epic, and
Planning item forms.

You can also associate non-primary goals or targets to work and planning items from the Goal/Target Relationships related list on the Project, Demand, Program, Feature, Epic, and Planning item forms.

Once you associate work and planning items to goals or targets, you can check these relationships directly in the goal's or target's related list or in the respective work or planning item's related list.

The following table describes how the primary goal or target can be set for each work and planning item.  
{#associating-primary-goal__table_sb2_g2y_gpb__entry__4}

| Work / Planning item | Plugin required | Role required | Steps to associate the primary goal |
|-|-|-|-|
| Project | PPM Standard | project_manager | 1. Open the required project. 2. On the form, enter the goal or target that you want to associate to the project in the Primary goal and Primary target fields respectively. {#associating-primary-goal__ol_uy3_vsv_rqb} |
| Demand | PPM Standard | demand_manager | 1. Open the required demand. 2. On the form, enter the goal or target that you want to associate to the demand in the Primary goal and Primary target fields respectively. {#associating-primary-goal__ol_nvl_1tv_rqb} |
| Program | PPM Standard | program_manager | 1. Open the required program. 2. On the form, enter the goal that you want to associate to the program in the Primary goal and Primary target fields respectively. {#associating-primary-goal__ol_awl_1tv_rqb} |
| Feature | Agile Development 2.0 | rm_feature_admin | 1. Open the required feature. 2. On the form, enter the goal or target that you want to associate to the feature in the Primary goal and Primary target fields respectively. {#associating-primary-goal__ol_nwl_1tv_rqb} |
| SAFe Feature | Scaled Agile Framework | safe_art_user or safe_admin | 1. Open the required feature. 2. On the form, enter the goal or target that you want to associate to the feature in the Primary goal and Primary target fields respectively. {#associating-primary-goal__ol_wpd_pzx_dwb} |
| Scrum Epic | Agile Development 2.0 | scrum_story_creator | 1. Open the required epic. 2. On the form, enter the goal or target that you want to associate to the epic in the Primary goal and Primary target fields respectively. {#associating-primary-goal__ol_zwl_1tv_rqb} |
| SAFe Epic | Scaled Agile Framework | safe_art_user | 1. Open the required epic. 2. On the form, enter the goal or target that you want to associate to the epic in the Primary goal and Primary target fields respectively. {#associating-primary-goal__ol_erq_lmb_hsb} |
| Planning item (Project, Demand, and Scrum/SAFe Epic) | Strategic Planning | sn_align_core.apw_user | 1. Open the required planning item. 2. On the form, enter the goal or target that you want to associate to the planning item in the Primary goal and Primary target fields respectively. {#associating-primary-goal__ol_lxl_1tv_rqb} |
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{#associating-primary-goal__table_sb2_g2y_gpb}