Goal form

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Goal form

    The Goal form in ServiceNow enables customers to create and manage goals aligned with their organizational strategic priorities. It supports detailed goal definition, progress tracking, ownership assignment, and classification, helping organizations structure and monitor strategic objectives effectively.

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    For ESG Workspace and Strategic Planning users, additional fields can be made visible by configuring the default or custom form layouts.

    Key Features

    • Goal Details: Define the goal’s name, state (e.g., Draft, Approved, Complete), category (such as Total Cost, Cloud Applications, Compliance), status (Red, Yellow, Green), progress percentage (auto-calculated if sub-goals or targets exist), and a brief description.
    • Parent Information: Link the goal to a strategic priority and optionally to a parent goal. Assign an impact value to express the goal’s importance relative to sibling goals, which is configurable via system property.
    • Owners & Contributors: Assign the goal to an entity type (like Business Unit or Department) and specific entity (e.g., HR or IT). Assign an owner (defaulting to the creator) and contributors who support the goal’s achievement. Note that assigning entity type and entity is required for portfolio plan visibility.
    • Duration: Specify start and end dates, defaulting to the current quarter's dates or inherited from parent goals for sub-goals.
    • Additional Details: Add comments for collaboration, assign a responsible team, and classify the goal as Environmental, Social, or Governance (for ESG Workspace users only).

    Practical Use for ServiceNow Customers

    By using the Goal form, customers can systematically capture strategic objectives, align them under broader priorities, assign responsibility, and track progress transparently. This facilitates better strategic planning, accountability, and reporting across business units or departments. The form’s configurability and integration with portfolio plans ensure goals are visible and measurable within organizational workflows.

    Use the Goal form to create goals for your organizational strategic priorities.

    Note:
    For ESG 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.
    Table 1. Goal form
    Field Description
    Name Name of the goal.
    State State of the goal. The state can be Draft, In progress, Approved, Complete, Pending, Achieved, or Not Achieved.
    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
    Status Status of the goal. Status can be Red, Yellow, Green, or None.
    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.
    Description Brief description of the goal.
    Table 2. Parent information section of the Goal form
    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
    Note:
    This field is available only when the sn_gf.weighted_average_enabled system property is set to Yes.
    Table 3. Owners & Contributors section of the Goal form
    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 4. Duration section of the Goal form
    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 5. Other section of the Goal form
    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 ESG Workspace users.