Update the actual value of a target breakdown

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • Update the actual value of a target breakdown when its status is changed.

    Before you begin

    Role required: sn_apw_advanced.spw_goal_user

    About this task

    Updating the actual value of a target breakdown automatically updates the actual value of its target. After the Actual to date field of the target is updated, the progress value for the target and its goal are auto-updated.

    Note:
    Only the owner or contributors of the goal can update the target breakdowns.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.
    2. On the Strategy and Goals page, select the strategy-based board or goal-based board for which your target belongs to.
      The Strategy page opens if selected a strategy-based or combined strategy and goals-based board. The Goals page opens if selected a goals-based board.
    3. Update the target for your goal using one of the following methods depending on your board type.
      OptionSteps
      From the Goals page From the goals and targets list, select the target record that you want to update the actual value for and select the add remarks icon (Add remarks icon.) in the Actual column of the target breakdown.

      The target breakdown side panel opens with the Check-in actuals window.

      Alternatively, you can select the cell in the Actual column of the target breakdown and enter the actual value on the Goals and targets tab.
      From the Strategy page
      1. From the list of strategic priorities, select the one for which your target belongs to.

        The strategic priority details page opens.

      2. Select the Goals related list.
      3. Select the goal for which your target belongs to.

        The goal details page opens.

      4. Select the Quantitative Targets tab.
      5. From the list of targets, select the target you want to update the actuals for.
      6. Select the Target Breakdowns tab.

        All the target breakdowns are displayed.
    4. On the form, update the Actual field for the target breakdown and add a business justification in the Remark field.
      For a description of the field values, see Target Breakdown form.
    5. Select Save.

    Result

    After the Actual field is updated, the progress value for the target and its goal are auto-updated. For information on how the progress value is calculated, see progress value calculation. For information on how the actual value of the target breakdown is rolled up to its target, see Target breakdowns.