Associating the primary goal or target for work and planning items

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Associating the Primary Goal or Target for Work and Planning Items

    This process allows you to associate a primary goal or target to work and planning items, ensuring alignment with strategic objectives. Various roles are required to set these associations, facilitating the contribution of items towards achieving specific goals or targets.

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    Key Features

    • Primary goal and target association can be done on Project, Demand, Program, Feature, Epic, and Planning item forms.
    • Non-primary goals or targets can be associated via the Goal/Target Relationships related list.
    • Relationship checks can be performed directly in the related lists of goals, targets, or work items.

    Key Outcomes

    By associating goals or targets, you can ensure that all work and planning items are purpose-driven, aligning with organizational strategy. This enhances visibility and accountability across projects, enabling more effective management and execution of initiatives.

    Roles required for association include:

    • Project: projectmanager
    • Demand: demandmanager
    • Program: programmanager
    • Feature: rmfeatureadmin or safeartuser/safeadmin (for SAFe Features)
    • Epic: scrumstorycreator or safeartuser (for SAFe Epics)
    • Planning item: snaligncore.apwuser

    Each role must follow specific steps to enter the primary goal and target for their respective items on the forms provided.

    You can associate a goal or target as the primary for the work and planning items where the items contribute to achieving the goal or target. You need different roles to set a goal or target as the primary for work and planning items.

    You can associate a goal or target as primary to work and planning items by populating the Primary goal and Primary target fields on the Project, Demand, Program, Feature, Epic, and Planning item forms.

    You can also associate non-primary goals or targets to work and planning items from the Goal/Target Relationships related list on the Project, Demand, Program, Feature, Epic, and Planning item forms.

    Once you associate work and planning items to goals or targets, you can check these relationships directly in the goal's or target's related list or in the respective work or planning item’s related list.

    The following table describes how the primary goal or target can be set for each work and planning item.

    Work / Planning item Plugin required Role required Steps to associate the primary goal
    Project PPM Standard project_manager
    1. Open the required project.
    2. On the form, enter the goal or target that you want to associate to the project in the Primary goal and Primary target fields respectively.
    Demand PPM Standard demand_manager
    1. Open the required demand.
    2. On the form, enter the goal or target that you want to associate to the demand in the Primary goal and Primary target fields respectively.
    Program PPM Standard program_manager
    1. Open the required program.
    2. On the form, enter the goal that you want to associate to the program in the Primary goal and Primary target fields respectively.
    Feature Agile Development 2.0 rm_feature_admin
    1. Open the required feature.
    2. On the form, enter the goal or target that you want to associate to the feature in the Primary goal and Primary target fields respectively.
    SAFe Feature Scaled Agile Framework safe_art_user or safe_admin
    1. Open the required feature.
    2. On the form, enter the goal or target that you want to associate to the feature in the Primary goal and Primary target fields respectively.
    Scrum Epic Agile Development 2.0 scrum_story_creator
    1. Open the required epic.
    2. On the form, enter the goal or target that you want to associate to the epic in the Primary goal and Primary target fields respectively.
    SAFe Epic Scaled Agile Framework safe_art_user
    1. Open the required epic.
    2. On the form, enter the goal or target that you want to associate to the epic in the Primary goal and Primary target fields respectively.
    Planning item (Project, Demand, and Scrum/SAFe Epic) Strategic Planning sn_align_core.apw_user
    1. Open the required planning item.
    2. On the form, enter the goal or target that you want to associate to the planning item in the Primary goal and Primary target fields respectively.