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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Update the progress of a manual target

# Update the progress of a manual target {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Update the progress of a target when its status is changed.

## Before you begin

Role required: sn_apw_advanced.spw_goal_user and sn_align_core.apw_user

## About this task

Note:  
Only the owner or contributors of the goal can update a goal target.

## Procedure

1. Open the target record of the goal using one of the following options.

   | Option | Steps |
   | From the Goals and targets tab | 1. Navigate to WorkspacesStrategic Planning WorkspacePortfolio Planning. 2. From the list of portfolio plans, select the required portfolio plan that the goal belongs to. 3. In the Goals view, select the Goals and targets tab. 4. Select the current progress value link for the target in the Progress column.The Progress Metrics window is displayed. 5. (For targets with quarterly or yearly breakdowns) In the breakdown columns section, double click the cell in the Actual column for the breakdown.(For targets with breakdowns other than quarterly or yearly) In the breakdown columns section, select More actions icon for the breakdown cell in the Actual column and then select Update. The Check-in actuals window is displayed. (For targets with no breakdowns) In the Actual to date column, double click the cell for the target. {#update-progress-of-target-egm__ol_mhh_d41_2tb} |
   | From the Target side panel | 1. Navigate to WorkspacesStrategic Planning WorkspacePortfolio Planning. 2. From the list of portfolio plans, select the required portfolio plan that the goal belongs to. 3. In the Goals view, select the Goals and targets tab. 4. Select the target record that you want to update the progress for.The Target side panel opens with the Details tab. {#update-progress-of-target-egm__ol_a1x_v5h_yz} |
   | From the Targets tab | 1. Navigate to WorkspacesStrategic Planning WorkspacePortfolio Planning. 2. From the list of portfolio plans, select the required portfolio plan that the goal belongs to. 3. In the Goals view, select the Goals and targets tab. 4. Select the goal record with the target progress that you want to update.The Goal side panel opens with the Details tab. 5. In the side panel, select Full Details to open the goal form. 6. On the Quantitative Targets or Qualitative Targets tab, select the target record. {#update-progress-of-target-egm__ol_kk2_g2z_1tb} |
   |-|-|

   {#update-progress-of-target-egm__choicetable_whk_swd_tw}
2. On the form, update the Actuals to date or Actual field and add a business justification in the Remark field.  
   For a description of the field values, see [Target form](https://www.servicenow.com/docs/dTpcYbiBLnCDPJ4NG223Ng "Use the Target form to track and measure the progress of the goals.").
3. Select either Update or Save.
{#update-progress-of-target-egm__steps_jvk_vdg_1wb}

## Result

After the Actuals to date field is updated, the progress value for the target and its goal is auto-updated. For information on how the progress value is calculated, see [progress value calculation](https://www.servicenow.com/docs/M72glQQJf~I4tLLphqnxag "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."). For information on how the progress value is calculated for a target that has target breakdowns, see [Target breakdowns in Strategic Planning](https://www.servicenow.com/docs/5dEJRyv~HL5~HkeBPoxeWA "Breaking down a target into smaller periods (for example, Monthly) helps you set a target value for each month and focus on that specific monthly target. The target breakdowns are automatically created based on the Check-in frequency and Target value distribution set for the target.").
**Related tasks**   

* [Update the actual value of a target breakdown](https://www.servicenow.com/docs/814_nLiYC0c_tDCNPaE3rQ "Update the actual value of a target breakdown when its status is changed.")
* [Update the progress of an automated target](https://www.servicenow.com/docs/CUxOuG2LjPO3P~eJYg0AKg "Update the progress of a target using the Update Actual value related link on the Target form.")

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