---
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


---

# Change the type of a target

# Change the type of a target {#ariaid-title1}

Release version: Australia  
Updated September 30, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Update the target type when the way you measure a target changes. The change can reset planned and actual values in target breakdowns.

## Before you begin

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

## About this task

You can edit the Type field on a saved target even after actuals are recorded. When you change the type, the unit of measure that you selected stays the same.

Depending on the target, a confirmation dialog box opens before the change is applied:

* When the target has no actuals and has a check-in frequency, the dialog box displays this message: Changing the target type from '<var class="keyword varname">previous type</var>' to '<var class="keyword varname">current type</var>' will reset the planned target values for each target breakdown. Do you want to proceed?
* When the target has actuals, the dialog box warns that changing the type between Maximize, Minimize, and Maintain types resets planned target values and actual values in the breakdowns. Back up your actual values before proceeding.

{#change-target-type-spw__ul-type-change-popups}

No dialog box opens when you change between two Maintain types, for example, from Maintain above to Maintain constant, or when you change to or from
Milestone.

If the target is stale, you can't change its type until its check-in frequency is cleared. For details, see [Stale targets](https://www.servicenow.com/docs/wx6aJLRs94klEzcw85xI9w "A target with breakdowns becomes stale when its stored breakdowns no longer match the goal calendar. A stale target can't be changed until its check-in frequency is cleared.").

## Procedure

1. Navigate to WorkspacesStrategic Planning WorkspacePortfolio Planning.
2. Select the portfolio plan that contains the target, and then select the Goals and targets tab.
3. Open the target that you want to change.
4. In the Type field, select the new target type.  
   For a description of each type, see [Target types and achievement strategies](https://www.servicenow.com/docs/jWa_x_l6bRp_PxWpWMFfXA "Target types in Strategic Planning Workspace define how goal achievement is measured: growth, reduction, staying within limits, or a yes/no milestone.").
5. If a confirmation dialog box opens, select OK or Yes to keep the new type.  
   To keep the previous type, select Cancel or No. The Type field returns to its previous value, and the breakdowns and planned values aren't changed.
6. Select Save.
{#change-target-type-spw__steps-change-target-type}

## Result

The planned target values of the breakdowns are recalculated for the new type. For Maintain types, each breakdown's planned target is set to the final target value. If the target had actuals, the total actual value is added to
the current breakdown period, or to the latest breakdown period if no current period exists. The progress is recalculated using the new type.

*[\>]: and then