Create targets for a goal using Goal Framework or Goal Framework for SPM

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Create SMART targets for goals to track and measure the progress of the goals.

    Before you begin

    Role required: sn_gf.goal_user or sn_gf.goal_admin

    About this task

    A SMART target can be defined as S = Specific, M = Measurable, A = Attainable, R = Relevant, and T = Time-bound.
    • Only the owner or contributors of the goal can create targets for the goal.
    • You can also restrict the access for a target record to the specific users by enabling the Confidential field on the target form if the ESG Management application is installed.

    Procedure

    1. Create a target for a goal using one of the following options.
      OptionSteps
      From the Targets related list
      1. Navigate to Enterprise Goal Management > Goals.
      2. Open the required goal that you want to set a target for.
      3. In the Quantitative Targets or Qualitative Targets related list, click New.
      From the Targets module
      1. Navigate to Enterprise Goal Management > Targets.
      2. Click New.
    2. On the form, fill in the fields.
      For field information, see Target form.
    3. Click Submit.

    Result

    The target progress records are automatically created when you save the target post populating the Actuals to date field. The target progress records specify the progress of each target for the goal.
    Note:
    When you delete a goal, its associated targets (if any) and their progress records are also deleted even though the Allow the deletion of targets property is set to No.

    What to do next

    Update the progress of the targets.