Create goal form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Table 1. Create goal form fields
    Field Description
    Name Name of the goal.
    Parent goal Name of the parent goal that this goal contributes to.
    Start date Start date for the goal. By default, the start date of the current quarter is populated.
    Owner Owner of the goal. By default, the name of the user creating the goal is populated.
    Status
    Status of the goal. The available options are:
    • Red: Indicates that the goal needs immediate attention.
    • Yellow: Indicates that the target needs improvement.
    • Green: Indicates that the target is on track.
    • None
    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.
    Assigned entity type Entity type to which the goal is assigned.

    For example, Business Unit or Department.
    State State of the goal. The available options are:
    • Draft
    • In Progress
    • Approved
    • Complete
    • Pending
    • Achieved
    • Not Achieved
    Strategic priority Name of the strategic priority that this goal is created for.
    End date End date for the goal. By default, the end date of the current quarter is populated.
    Category
    Category of the goal. The available options are:
    • Total Applications
    • Total Cost
    • Opex Capex
    • Cloud Applications
    • Homegrown Applications
    • Support Cost Labor Cost
    Contributors Users who contribute to the achievement of the goal.
    Progress

    Percentage complete for the goal. The progress value is calculated automatically if the goal has subgoals or/and targets.
    Assigned entity Entity to which the goal is assigned.
    Comments Detailed comments for the goal to facilitate collaboration.