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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a goal in Strategic Planning

# Create a goal in Strategic Planning {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create goals for your portfolio plans and set targets to measure overall goal progress and align goals with your organizational strategic priorities.

## Before you begin

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

## About this task

Goals are typically qualitative by nature. Goals should be ambitious and are expected to motivate and challenge your teams.

Only the owner or contributors of the goal can edit the goal.  
Note:  
If you have created goals but don't see them appearing in the portfolio plan, populate the Assigned entity type and Assigned entity fields on the Goal form to display those goals in the portfolio plan.

## Procedure

1. Navigate to WorkspacesStrategic Planning WorkspacePortfolio Planning.
2. From the list of portfolio plans, select a portfolio plan that you want to create a goal for.
3. From the Goals page, select New goal.
4. On the form, fill in the fields.  
   For a description of the field values, see [Goal form](https://www.servicenow.com/docs/LvsZ8wpl9fXdjTOGMoWClw "Use the Goal form to create goals for your organizational strategic priorities.").
5. Select Save.  
   You can also select Save and add target and add a target for the goal on the flow. For a description of the field values for a target, see [Target form](https://www.servicenow.com/docs/1NEQ6JxnCt2wM115ZeAXiw "Use the Target form to track and measure the progress of the goals.").
{#create-goal-egm__steps_ugx_bdg_1wb}

## What to do next

Set targets for the goals. For more information, see [Add targets for a goal in Strategic Planning](https://www.servicenow.com/docs/jHHBde3Reijjm0gcgkOHjg "Create SMART targets for goals to track and measure the progress of your goals.") or [Configuring target source for target automation](https://www.servicenow.com/docs/9OWeuL0Irt6wCtFjE9XZaQ "Configure target sources for target automation so that the goal user can define a target source when setting a target for the goal. Defining a target source for a target updates the actual value of the target automatically.").

*[\>]: and then