Associate a work or planning item with goals or targets

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 4 min. de leitura

    • Create a goal or target relationship with a work, planning, strategic, or any other item to identify and associate your current or future work and achieve your goals and targets.

    Antes de Iniciar

    Role required: sn_gf.goal_user

    Por Que e Quando Desempenhar Esta Tarefa

    You can associate a goal or target with only one of the work items (Project, Demand, Program, Scrum Feature, Scrum/SAFe Epic), or SAFe Feature, planning items (Project, Demand, or Epic), or strategic items (Program or Initiative) at a time. To associate more than one item with a goal or target, create one goal or target relationship record for each item.
    • You can associate a goal or target with the Project, Demand, and Program work items only when PPM Standard (Project Portfolio Management) is installed.
    • You can associate a goal or target with the Scrum Feature and Scrum Epic work items only when Agile Development 2.0 is installed.
    • You can associate a goal with the SAFe Epic and SAFe Feature work items only when Scaled Agile Framework (SAFe) is installed.
    • You can associate a goal or target with the planning items (Project, Demand, and Epic) and strategic items (Program and Initiative) only when Strategic Planning is installed.
    Nota:
    • Depending on the plugin that is installed - PPM or Strategic Planning - the respective related list appears on the Goal and Target form. If PPM is installed, the Project, Demand, and Program work item related lists appear on the Goal and Target form. If only Strategic Planning is installed or both PPM and Strategic Planning are installed, the Planning items and Other items related lists appear on the Goal and Target form respectively.
    • When a goal or target relationship is created with a work item (Project, Demand, Program, Scrum Feature, Scrum/SAFe Epic, or SAFe Feature), the record appears on the respective related list on the Goal or Target form. When a goal or target relationship is created with a planning item (Project, Demand, or Epic), the record appears in the Planning items related list on the Goal or Target form. When a goal or target relationship is created with a strategic item (Program or Initiative) or any other item, the record appears in the Other items related list on the Goal or Target form respectively.

    Procedimento

    1. Navigate to All > Enterprise Goal Management > Goals.
    2. Open the required goal or target.
    3. Create a goal or target relationship with a work or planning item using the following options.
      OptionSteps
      To create a relationship with a project
      1. (For PPM users) Click the Projects related list.
      2. (For Strategic Planning users) Click the Planning items related list.
      3. Click Add.
      4. (For PPM users) On the Goal/Target Relationship form, enter the required project in the Project field.
      5. (For Strategic Planning users) On the Goal/Target Relationship form:
        1. From the Planning item type drop-down list, select Project [sn_align_core_project].
        2. In the Planning item field, enter the required project.
      To create a relationship with a demand
      1. (For PPM users) Click the Demands related list.
      2. (For Strategic Planning users) Click the Planning items related list.
      3. Click Add.
      4. (For PPM users) On the Goal/Target Relationship form, enter the required demand in the Demand field.
      5. (For Strategic Planning users) On the Goal/Target Relationship form:
        1. From the Planning item type drop-down list, select Demand [sn_align_core_demand].
        2. In the Planning item field, enter the required demand.
      To create a relationship with a program
      1. (For PPM users) Click the Programs related list.
      2. (For Strategic Planning users) Click the Planning items related list.
      3. Click Add.
      4. (For PPM users) On the Goal/Target Relationship form, enter the required program in the Program field.
      To create a relationship with a scrum feature For Agile Development 2.0 users only.
      1. Click the Features related list.
      2. Click Add.
      3. On the Goal/Target Relationship form, enter the required scrum feature in the Feature field.
      To create a relationship with a scrum or SAFe epic
      1. (For Agile Development 2.0 or SAFe users) Click the Epics related list.
      2. Click Add.
      3. (For Strategic Planning users) Click the Planning items related list.
      4. (For Agile Development 2.0 and SAFe users) On the Goal/Target Relationship form, enter the required scrum or SAFe epic in the Epic field.
      5. (For Strategic Planning users) On the Goal/Target Relationship form:
        1. From the Planning item type drop-down list, select Epic [sn_align_core_scrum_epic].
        2. In the Planning item field, enter the required epic.
      To create a relationship with a SAFe Feature
      1. (For Agile Development 2.0 or SAFe users) Click the Features related list.
      2. Click Add.
      3. (For Strategic Planning users) Click the Planning items related list.
      4. (For Agile Development 2.0 and SAFe users) On the Goal/Target Relationship form, enter the required scrum or SAFe feature in the Feature field.
      To create a relationship with any item other than work, planning, or strategic item
      1. Click the Other items related list.
      2. Click Add.
      3. On the Goal/Target Relationship form:
        1. From the Table drop-down list, select a table.
        2. In the Document ID field, enter the document ID of the column for the selected reference table.
    4. Click Submit.