Track and manage the relationship between demands and organizational goals or targets directly from the Next Experience for Demand Management. Linking demands to goals or targets helps ensure alignment with strategic priorities and provides visibility into how each demand contributes to broader organizational objectives.
Before you begin
Role required: it_demand_manager
Procedure
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Open a demand from the home page of Next Experience for Demand Management.
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Select Details from the L-2 (level 2) navigation menu.
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Select the Goal/Target Relationships tab.
Note: If the required Goal/Target Relationships tab isn’t visible, select More and then select the required Goal/Target Relationships tab.
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Add or edit a goal/target relationship record:
- To add a goal/target relationship record, select New.
- To update the details of an existing goal/target relationship record, select the record.
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On the form, fill in the fields.
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Select Save.
Note:
- To remove a goal/target relationship record:
- Select a record from the Goal/Target Relationships tab and select Remove.
- Select Remove from the More Actions option in the goal/target relationship form.
- Alternatively, you can add, edit, or remove goal/target relationship records using the Add secondary goals playbook activity. For more information, see Use Playbooks.
After completing your work on the goal/target relationship record, use the breadcrumb navigation to return to the Goal/Target Relationships tab.