Duplicate a goal or target
Create a copy of an existing goal or target to align goals with your organizational strategic priorities. If the goal or target you want to create is similar to an existing one, duplicating the existing record saves your time.
Before you begin
Role required: sn_apw_advanced.spw_goal_user and sn_align_core.apw_user
About this task
Goals are typically qualitative by nature. Goals should be ambitious and are expected to motivate and challenge your teams.
Only the owner or contributors of the goal can edit the goal.
Note:
If you have created goals but don't see them appearing in the portfolio plan, populate the Assigned entity type and Assigned entity fields on the Goal form to display those goals in the portfolio plan.
Procedure
-
Select the Row context menu icon (
) of the goal or target that you want to copy and then select Duplicate.
- For a goal, the Goal modal opens with all details of the goal you copied from. You can update the details for the goal as needed and then select Save to save the goal or select Save and add a target to save the goal and add a target for the goal. For a description of the field values, see Goal form.
- For a target, the New target window opens with all details of the target you copied from. You can update the details for the target as needed and then select Save to save the target or select Save and add a new target to save the target and add another target for the goal. For a description of the field values, see Target form.
By default, the name is Copy of ABC where ABC is the name of the goal or target you copied from.
What to do next
Set more targets for the goals. For more information, see Add targets for a goal in Strategic Planning or Configuring target source for target automation.