Retroactively change one or more existing targets from their start date instead of
ending them and starting new targets from a later date. You can edit multiple targets to
have the same value, the same change in value, or the same date.
Avant de commencer
Role required: pa_target_admin to edit all targets that were created for everyone. Any user with a target that they created for themselves can edit that target.
A responsible user can edit any target that they are responsible for, regardless of role. For more information, see Responsibility for indicator targets.
Pourquoi et quand exécuter cette tâche
If you have multiple targets set on the same indicator, the Target Configuration
panel in KPI Details lets you set them in bulk to have the same start
date, review date, or value. As a manager, you can use this feature to modify
targets for a set of segments.
Remarque : The Target Configurations panel does not support native Data snapshots indicators.
You can change only identical target values to new values. You can change differing
start and review dates to new, identical start or review dates. However, none of the
new periods when the targets would apply can overlap the periods of other targets
that match the same filters.
Remarque : An alternative interface is available for a quick edit of a single target. Open the Targets panel and select the tile for a target. You can change the absolute value and the Start and Review dates of the target. Native Data snapshot
indicators support this alternative interface. For more options in editing a target, or to edit multiple targets, use the following procedure instead.
Procédure
-
Open KPI Details for an indicator.
-
Click the target icon
.
The Targets panel opens.
-
Click the cogwheel to open the Targets Configuration panel.
Remarque : The Targets Configuration panel is not available for native Data snapshots indicators.
The Targets configuration view opens.
-
Click Filter to set whether you see targets that have
expired, targets that are currently in effect, or targets that will come into
effect in the future.
By default, you see targets that are currently in effect and those that will
come into effect.
-
To further filter the selection of targets, select the hidden filter icon on
the right side of each column header.
You can filter or sort by item name, value, start date, or review date. In the
following example, the
Item column is about to be
filtered for names containing
priority. Only targets on
the Priority breakdown will show.
Conseil : You can filter on item name
for either breakdowns or time aggregations. For example, filtering on
7d returns only targets on weekly time
aggregations.
-
Select one or more targets.
-
Set new target values, either as an absolute value or through a
calculation.
- To set an absolute value for the targets, select
None in Target calculation
and an absolute value in the Value field.
- To select a change from the current targets, select the following:
| Field |
Value |
| Target calculation |
Current target (units) or Current target (%) |
| Direction |
Select Increase for the new
target value to be higher than the current target or
Decrease for the new value to be lower than the current
target. |
| Change (units) or Change (%) |
The value either added or subtracted to the current
targets to calculate the new targets, depending on the
setting in Direction. The value
you enter is either an absolute value (units) or a
percentage. For example, you have selected two
targets with values of 20 and 5. You have also
selected Current target (units) as the target
calculation and Decrease as the direction. When you
enter 2 in Change (units), the new target values are
18 and 3. If you instead select Current target (%)
as the target calculation and enter 25 under Change
(%), the new target values are 15 and 4. |
| Minimum target value |
The lowest value you want the target to have,
regardless of calculation. You do not need to specify a
value. |
| Maximum target value |
The highest value you want the target to have,
regardless of calculation. You do not need to specify a
value. |
- To select a change from the average score over a period of time, select
the following:
| Field |
Value |
| Target calculation |
Average score (units) or Average score (%) |
| First score |
The opening date of the time period over which to
calculate the average score |
| Last score |
The closing date of the time period over which to
calculate the average score |
| Direction |
Select Increase for the target
to be higher than the average score or
Decrease for the target to be
lower than the average score. |
| Change (units) or Change (%) |
The value either added or subtracted to the average
score to calculate the new targets, depending on the
setting in Direction. The value
you enter is either an absolute value (units) or a
percentage. |
| Minimum target value |
The lowest value you want the target to have,
regardless of calculation. You do not need to specify a
value. |
| Maximum target value |
The highest value you want the target to have,
regardless of calculation. You do not need to specify a
value. |
-
Select the start date, when the targets come into effect, and a review date.
You expect to meet the target by the review date, or at least to review
progress then.