---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Target form

# Target form {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Target form

The Target form in ServiceNow enables tracking and measuring the progress of goals within the Goal Framework for Strategic Portfolio Management (SPM).
It provides detailed fields to define, monitor, and update targets associated with strategic goals.
Customers using Operational Sustainability Workspace or Strategic Planning must configure form layouts to view all relevant fields.
Show full answer Show less  

## Key Features

* **Identification and Description:** Define the target name, associated goal, and provide descriptive details. The description can be refined using the Refine records skill if the ServiceNow Otto for SPM app is installed.
* **State and Status Tracking:** Track target lifecycle states (e.g., Draft, In progress, Achieved) and status indicators (Red, Yellow, Green, No status).
* **Progress Calculation:** Automatic progress percentage based on whether the target is set to maximize or minimize values, using defined formulas. Weighted progress calculation is available when enabled by system property.
* **Impact on Goal:** Assign numerical importance to targets relative to others, affecting weighted progress calculations (requires weighted average enabled).
* **Assignment and Ownership:** Targets can be assigned to entity types (Business Unit, Department, etc.), specific entities, owners, and contributors.
* **Duration Management:** Start and end dates default to the associated goal's timeline but can be adjusted.
* **Metrics and Measurement:** Specify unit of measure (quantitative or qualitative) and target type (Maximize, Minimize, or Milestone). Milestone type supports only qualitative targets.
* **Value Fields:** Manage start/base value, final target value, baseline references, and actuals to date. Actual value updates affect the base/start value fields.
* **Check-in and Breakdown:** Define check-in frequency (daily to yearly) for progress updates. Target breakdowns are auto-created for quantitative targets to enable focused tracking. Target value distribution options include cumulative or non-cumulative calculations.
* **Confidentiality Controls:** Restrict access to target records based on user roles and groups, applicable for Environmental, Social, or Governance classification targets.
* **Collaboration:** Add comments to facilitate discussion and collaboration around target progress and status.
* **Automation:** Enable automated updating of actual values by connecting the target to an external data source. Context-specific variables appear based on the selected data source, such as Benefit Plans for PPM Standard users.

## Practical Benefits for ServiceNow Customers

* Provides a structured method to track goal-related targets with clear states, statuses, and progress calculations, enhancing strategic alignment and visibility.
* Enables granular assignment and accountability by linking targets to specific organizational entities and individuals.
* Facilitates regular progress tracking with configurable check-in frequencies and automatic target breakdowns, improving target management and focus.
* Supports confidentiality and access control for sensitive targets in sustainability contexts, ensuring compliance and data security.
* Offers automation capabilities to reduce manual data entry by integrating actual value updates from predefined sources, streamlining operational efficiency.

## Next Steps

To fully leverage the Target form, configure the form layout to expose all necessary fields, especially when using Operational Sustainability Workspace or Strategic Planning. Enable weighted progress calculations if relative importance of targets is needed. Consider enabling automation for actual value updates to maintain accurate and timely target progress. Review confidentiality settings to protect sensitive targets as applicable.  
Use the Target form to track and measure the progress of the
goals.
Some of the fields on the form is available when the Goal Framework for SPM application is installed.  
Note:  
For Operational Sustainability Workspace and Strategic Planning users, to view the other fields that aren't added to the default view or your custom form view on the form in the workspace, configure the default or custom form layout. For information on how to configure the form layout, see [Configuring the form layout](https://www.servicenow.com/docs/access?context=configure-form-layout&version=australia&pubname=australia-platform-administration&ft:locale=en-US). {#target-form__table_demand_benefit_plan_form__entry__2}

| Field | Description |
|-|-|
| Name | Name of the target. |
| Goal | Name of the associated goal. This field is auto-populated when creating a target from the Targets related list on the Goal form. |
| Description | Brief description of the target. You can refine target description using the Refine records skill, if the ServiceNow Otto for SPM application is installed. |
| State | State of the target. The state can be Draft, In progress, Approved, Complete, Pending, Achieved, Not Achieved, or Cancelled. |
| Status | Status of the target. The status can be Red, Yellow, Green, or No status. |
| Progress | Percentage of target execution that is complete. The value is calculated automatically. If the Type field is set to Maximize, the progress value is calculated using the following formula. Progress = (Actual value - Base value) / (Target value - Base value) x 100 If the Type field is set to Minimize, the progress value is calculated using the following formula. Progress = (Base value - Actual value) / (Base value - Target value) x 100 For more information on how the progress value is calculated when weight scale is defined, see [progress value calculation](https://servicenow-prod.fluidtopics.net/wBOrMhI99quhl~Uqrs~ErQ "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."). |
| Impact on goal | A numerical value that represents the importance of the target relative to the other targets of the goal. If there are any sub-goals present, they are also considered for relative weights and consequent progress calculation. 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 {#target-form__ul_jmp_qdx_dwb} 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 target is assigned. For example, Business Unit, Department, Company, or Portfolio. |
| Assigned entity | Entity to which the target is assigned. |
| Owner | Owner of the target. By default, the name of the user creating the target is populated. |
| Contributors | Users who contribute to the achievement of the target. By default, the contributors of the associated goal are populated. |
[Table 1. Target form]

{#target-form__table_demand_benefit_plan_form} {#target-form__table_nnc_vmh_fdc__entry__2}

| Field | Description |
|-|-|
| Start date | Start date for the target. By default, the start date of its associated goal is populated. |
| End date | End date for the target. By default, the end date of its associated goal is populated. |
[Table 2. Duration section of the Target form]

{#target-form__table_nnc_vmh_fdc} {#target-form__table_yzm_wmh_fdc__entry__2}

| Field | Description |
|-|-|
| Unit of measure | Measure type for the specified value. Usage of the measure such as cost, time, and rate. The available measure types are stored in the Units \[sn_gf_units\] table. Unit of measure defines the type of the target as qualitative or quantitative. The available unit of measures for quantitative target are #, $, %, and Days. The available unit of measure for qualitative target is Yes/No. |
| Type | Target type that signifies the direction of achievement. * Maximize: The direction of the progress is toward the target value from the base value where the base value must be less than the target value. * Minimize: The direction of the progress is toward the target value from the base value where the target value must be less than the base value. * Milestone: Fixed type. Only the qualitative target values are allowed (that are set in the Unit of measure field for the target) to capture the achievement of the target. The Milestone option is applicable only for qualitative targets. {#target-form__ul_ndg_rnh_fdc} The Type field becomes read-only with the value populated as Milestone for qualitative targets (when the Unit of measure field is set to a qualitative target value). |
| Start value | Start value of the target. The start value can also be considered as the present or current value. This field becomes read-only when a value is entered in the Actual value field. Clear the Actual value field to update a value in the Base value field. This field is available when the Type field is set to Maximize or Minimize. |
| Final target value | Final target value of the target. The target value should be aspirational and should challenge the teams. This field is available when the Type field is set to Maximize or Minimize. |
| Baseline reference | Past achievement of the target to provide reference for future performance. This value is only for reference purpose and not considered for target progress calculation. |
| Actuals to date | Actual value of the target at a given time. This field is available when the Type field is set to Maximize or Minimize. |
| Check-in frequency | Option to specify breakdown intervals for the target and how frequently the owner or contributor should update the actual value of the target. Breaking down the target into smaller periods helps you set a target for smaller periods and focus on the specific breakdown targets. The available options are Daily, Weekly, Monthly, Quarterly, and Yearly. Target breakdowns are automatically created when you set this field to any of the available options other than None. For more details on target breakdowns, see [Target breakdowns in Strategic Planning](https://servicenow-prod.fluidtopics.net/crLO9GOAkCxtxUBzTHGonA "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."). Note: The target breakdowns feature isn't supported for qualitative targets. |
| Target value distribution | Option to specify the target to be calculated cumulatively or non-cumulatively. The available options are Split equally across the time period (non-cumulative) and Spread linearly across the time period (cumulative). This field is available only when the Check-in frequency field is set to any of the available options other than None. |
| Remark | Remark entered by the user for business justification when updating the actuals. |
| Check-in due date | Due date that the owner or contributor of the target must update the actual value of the target to. |
| Confidential | Option to restrict the access for this target record to the specific users populated in the Allowed groups and Allowed users fields. This field is available when the Operational Sustainability Management application is installed and the sn_grc.enable_record_confidentiality property is enabled. This field is applicable only when the Classification field in the goal form of the target is populated as Environmental, Social, or Governance. The required role to configure this field is sn_esg.reader. Note: Irrespective of the target record set to confidential or not, the target progress value rolls up to its goal for calculating the progress value of the goal. |
| Allowed groups | User groups who can access the target record. This field is applicable only for the Operational Sustainability Workspace users. Even though a user group is populated in this field, the users can access the confidential record only if the user group has the sn_esg.reader role. This field is available when the Confidential field is set to true. |
| Allowed users | Users who can access the target record. This field is applicable only for the Operational Sustainability Workspace users. Even though a user name is populated in this field, the user can access the confidential record only if the user has the sn_esg.reader role. This field is available when the Confidential field is set to true. |
| Comments | Detailed comments for the target to facilitate collaboration. |
[Table 3. Metrics section of the Target form]

{#target-form__table_yzm_wmh_fdc} {#target-form__table_bgw_wmh_fdc__entry__2}

| Field | Description |
|-|-|
| Automate actual value | Option to enable the target automation feature for the target. |
| Actual value source | Target source table that the data is fetched from to auto-update the actual value of the target on the target's review due date. This field is available when the Automate actual value field is set to true. |
[Table 4. Target Automation section of the Target form]

{#target-form__table_bgw_wmh_fdc}

## Variables section of the Target form {#target-form__section_ozb_vds_gdc}

This section appears based on the context variables available in the target source that is selected in the Actual value source field.  
When you select Actual value source as Benefit Plans ([predefined target automation script for benefit plans](https://servicenow-prod.fluidtopics.net/kFSqydw5M9LBMp1~b2n1BQ "Use the predefined Benefit Plans script as a target source to automate the actual value of your targets from the benefit plans of relevant work items.")), the Benefit Plan field appears in this section, from which you can select the required benefit plans for automating the actual value of the target.  
Note:  
You can use the Benefit Plans custom script only when PPM Standard (Project Portfolio Management) is installed. If you can't find the benefit plan that you want to select, you can find and select the same from Heisenberg UI by navigate to Enterprise Goal ManagementTargets and opening the Target form.

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