Associate or update the primary goal or target for a planning item

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 2 minutes to read

    • Associate a primary goal or target for the planning items where the items contribute to achieving the goal or target.

    Before you begin

    Role required: sn_apw_advanced.spw_goal_user and sn_align_core.apw_user

    About this task

    You can associate a goal or target as primary with a planning item by populating the Primary goal and Primary target fields on the Planning item form respectively. When you populate the Primary target field, the Primary goal is automatically populated with the goal of the populated target. For more information, see Planning item form.

    After you associate planning items with goals or targets, you can check these relationships directly on the Planning items tab of the goal's form or on the Goal/Target Relationships tab of the planning item's form.

    Note:
    • Associating the primary goal or target isn’t supported for strategic items such as initiatives and strategic programs.
    • To associate the primary goal or target with a custom planning item, ensure that the custom planning item is added to the planning_item_types_allow_list property.

    Procedure

    1. Open the required planning item form using one of the following options.
      OptionNavigation
      From the Portfolio Plans tab
      1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
      2. From the list of portfolio plans, select the required portfolio plan that the planning item belongs to.
      3. Select Planning.
      4. Select Prioritization or Roadmap tab.
      5. Select a planning item that you want to associate or update the primary goal or target with.

        The side panel opens with the Details tab.

        Alternatively, you can select Full details and open the item's record page. Select the Details tab from the record page.
      From the Free-form Roadmaps tab
      1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
      2. From the list of roadmaps, select the required roadmap that the planning item belongs to.
      3. Select a planning item that you want to associate or update the primary goal or target with.

        The side pane opens with the Details tab.

        Alternatively, you can select Full details and open the item's record page. Select the Details or Goal/Target Relationships tab from the record page.
    2. On the Item details side panel or Details tab, fill in or update the Primary goal and Primary target fields with the goal and target respectively that you want to associate or update.

      Alternatively, you can select Add in the Goal/Target Relationships tab, populate the Goal and Target fields as needed, and then select Primary. The Primary goal and Primary target fields are then automatically populated on the planning item form.

      For a description of the field values, see Planning item form.
    3. Select either Update or Save.