--- 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 --- # Goal form # Goal form {#ariaid-title1} Release version: Australia Updated September 30, 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's Australia release enables you to create and manage goals aligned with your organizational strategic priorities. It is designed to support clear goal definition, assignment, and progress tracking, particularly useful for users of the Operational Sustainability Workspace and Strategic Planning. Show full answer Show less ## Key Features * **Goal Identification:** Each goal has a unique, automatically generated number (e.g., GOAL0001001), customizable with different prefixes. * **Status and State Tracking:** Goals can have states such as Draft, In Progress, Approved, Complete, Pending, Achieved, Not Achieved, or Cancelled, and status indicators like Red, Yellow, Green, or No status. * **Categorization:** Goals can be classified into categories including Total Applications, Total Cost, Opex, Capex, Cloud Applications, Homegrown Applications, Support Cost, Labor Cost, Standards Compliance, Strategic, Operational, Tactical, and Artificial Intelligence. * **Progress Measurement:** The form automatically calculates the progress percentage based on sub-goals and targets. * **Strategic Alignment:** Assign goals to specific strategic priorities or parent goals, with an option to indicate impact level on the parent goal if weighted averages are enabled. * **Ownership and Contribution:** Define the assigned entity type and entity (e.g., Business Unit, Department), assign an owner, and list contributors to clarify responsibility. * **Duration Management:** Start and end dates default to the current quarter or inherit dates from parent goals for sub-goals, ensuring timeline consistency. * **Collaboration and Classification:** Add detailed comments for team collaboration and classify goals under Environmental, Social, or Governance categories (relevant for Operational Sustainability Workspace users). * **Form Configuration:** Users can configure the default or custom form layout to show additional fields as needed. ## Practical Use for ServiceNow Customers By using the Goal form, you can systematically capture and track strategic goals aligned with your organizational priorities, assign clear ownership, and monitor progress effectively. The form supports hierarchical goal structures, enabling alignment from high-level strategic priorities down to tactical sub-goals. Integration with portfolio plans ensures visibility across business units or departments. Additionally, the ability to classify goals by Environmental, Social, and Governance criteria helps meet sustainability and compliance needs. Configuring the form layout ensures that all necessary fields are visible and tailored to your workspace requirements, enhancing usability. The automatic progress calculations and impact weighting offer actionable insights into goal performance and relative importance within your strategic framework. 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). {#goal-form-egm__table_demand_benefit_plan_form__entry__2} | Field | Description | |-|-| | Name | Name of the goal. | | Number | Unique identifier of the goal, for example GOAL0001001. The value is generated automatically and is read-only. To use a different prefix, such as OBJ, see [Customize label for Goal and Target tables](https://www.servicenow.com/docs/BafUbf9LBsg6N6nY5CjJXw "Customize the label for Goal [sn_gf_goal] and Target [sn_gf_goal_target] tables according to your organization’s requirement."). | | 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 {#goal-form-egm__ul_kyf_dhq_nqb} | | Status | Status of the goal. Status can be Red, Yellow, Green, or No status. | | 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/5AZOO3eWNm9u4TMlTbxHAQ "The progress or percentage complete value of goals is auto-calculated using different formulas. The formula depends on whether the goal has only targets, a combination of sub-goals and targets, and if it has weighted average calculation enabled."). | | 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] {#goal-form-egm__table_demand_benefit_plan_form} {#goal-form-egm__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 {#goal-form-egm__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] {#goal-form-egm__table_mkc_jyz_fdc} {#goal-form-egm__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] {#goal-form-egm__table_rhx_jyz_fdc} {#goal-form-egm__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] {#goal-form-egm__table_vrn_jyz_fdc} {#goal-form-egm__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] {#goal-form-egm__table_lvj_jyz_fdc} **Related concepts** * [Iteration goals and work item goals in EAP](https://www.servicenow.com/docs/y_ixZTk1gh37s0Is9quVSg "Within Enterprise Agile Planning, define PI-level or sprint level objectives or associate work items with enterprise goals.")