--- 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 --- # Goal form # Goal form {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Goal form The Goal form in ServiceNow Australia release enables the creation and management of goals aligned with your organizational strategic priorities. It supports users in defining goal attributes, tracking progress, assigning responsibility, and facilitating collaboration. Proper configuration of the form layout is necessary for full field visibility in Operational Sustainability Workspace and Strategic Planning. Show full answer Show less ## Key Features * **Goal Details:** Define the goal's **Name** , **State** (e.g., Draft, In progress, Approved), **Category** (such as Total Cost, Compliance, AI, etc.), **Status** (Red, Yellow, Green), and **Description**. Progress is automatically calculated if sub-goals or targets exist. * **Parent Information:** Link goals to a **Strategic priority** and/or a **Parent goal** . Assign an **Impact on parent goal** value to indicate relative importance when weighted average calculation is enabled. * **Owners \& Contributors:** Assign the goal to an **Entity type** (e.g., Business Unit, Department) and a specific **Entity** to ensure visibility in portfolio plans. Identify the **Owner** and list **Contributors** who help achieve the goal. * **Duration:** Specify **Start date** and **End date** with defaults set to the current quarter or inherited from parent goals for sub-goals. * **Additional Fields:** Add **Comments** for collaboration, assign a responsible **Team** , and classify goals under **Environmental, Social, or Governance** categories (relevant for Operational Sustainability Workspace users). ## Practical Application for ServiceNow Customers Using the Goal form, you can systematically capture and manage goals tied to strategic priorities, ensuring clear ownership and measurable progress. Proper assignment of entities and owners guarantees inclusion in portfolio plans, facilitating organizational alignment and accountability. The ability to classify and comment on goals supports collaboration and sustainability objectives. For enhanced tracking, enable weighted impact calculations to prioritize goals accurately. Use the Goal form to create goals for your organizational strategic priorities. Note: For Operational Sustainability Workspace and Strategic Planning users, to view the other fields (that are not added to the default or your custom form view) on the form in the workspace, configure the default/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). {#goal-form-egm__table_demand_benefit_plan_form__entry__2} | Field | Description | |-|-| | Name | Name of the goal. | | State | State of the goal. The state can be Draft, In progress, Approved, Complete, Pending, Achieved, Not Achieved, or Cancelled. | | Category | Category of the goal. The available options are: * Total Applications * Total Cost * Opex * Capex * Cloud Applications * Homegrown Applications * Support Cost * Labor Cost * Standards Compliance * Strategic * Operational * Tactical * Artificial Intelligence {#goal-form-egm__ul_kyf_dhq_nqb} | | Status | Status of the goal. Status can be Red, Yellow, Green, or No status. | | Progress | Percentage complete for the goal. The progress value is calculated automatically if the goal has sub-goals or/and targets. For more information on how the progress value is calculated, see [Progress value calculation](https://servicenow-prod.fluidtopics.net/5AZOO3eWNm9u4TMlTbxHAQ "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."). | | Description | Brief description of the goal. You can refine goal description using the Refine records skill, if the ServiceNow Otto for SPM application is installed. | [Table 1. Goal form] {#goal-form-egm__table_demand_benefit_plan_form} {#goal-form-egm__table_mkc_jyz_fdc__entry__2} | Field | Description | |-|-| | Strategic priority | Name of the strategic priority that this goal is created for. | | Parent goal | Name of the parent goal that this goal contributes to. | | 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 {#goal-form-egm__ul_tds_wyz_fdc} Note: This field is available only when the sn_gf.weighted_average_enabled system property is set to Yes. | [Table 2. Parent information section of the Goal form] {#goal-form-egm__table_mkc_jyz_fdc} {#goal-form-egm__table_rhx_jyz_fdc__entry__2} | FIeld | Description | |-|-| | Assigned entity type | Entity type to which the goal is assigned. For example, Business Unit, Department, Company, or Portfolio. | | Assigned entity | Entity to which the goal is assigned. For example,if the portfolio plan is created with Business Units, HR and IT, populate the Assigned entity type as Business Unit and Assigned entity type as HR or IT. Note: Populating the Assigned entity type and Assigned entity fields are required to display the goals in the portfolio plan. | | Owner | Owner of the goal. By default, the name of the user creating the goal is populated. | | Contributors | Users who contribute to the achievement of the goal. | [Table 3. Owners \& Contributors section of the Goal form] {#goal-form-egm__table_rhx_jyz_fdc} {#goal-form-egm__table_vrn_jyz_fdc__entry__2} | Field | Description | |-|-| | Start date | Start date for the goal. By default, the start date of the current quarter is populated. For a sub-goal, start date of its parent goal is populated. | | End date | End date for the goal. By default, the end date of the current quarter is populated. For a sub-goal, the end date of its parent goal is populated. | [Table 4. Duration section of the Goal form] {#goal-form-egm__table_vrn_jyz_fdc} {#goal-form-egm__table_lvj_jyz_fdc__entry__2} | Field | Description | |-|-| | Comments | Detailed comments for the goal to facilitate collaboration. | | Team | Assignment group responsible for different activities in achieving the goal. | | Classification | Goal classification type. The available options are Environmental, Social, and Governance. This field is applicable only for the Operational Sustainability Workspace users. | [Table 5. Other section of the Goal form] {#goal-form-egm__table_lvj_jyz_fdc} **Related concepts** * [Iteration goals and work item goals in EAP](https://servicenow-prod.fluidtopics.net/y_ixZTk1gh37s0Is9quVSg "Within Enterprise Agile Planning, define PI-level or sprint level objectives or associate work items with enterprise goals.")