Update the progress of a manual target

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

    • Update the progress of a target when its status is changed.

    Antes de Iniciar

    Role required: sn_gf.goal_user or sn_gf.goal_admin

    Por Que e Quando Desempenhar Esta Tarefa

    Nota:
    Only the owner or contributors of the goal can update targets of the goal.

    Procedimento

    1. Open the target record of the goal using one of the following options.
      OptionSteps
      From the Targets related list
      1. Navigate to Enterprise Goal Management > Goals.
      2. Open the required goal whose progress of the target you want to update.
      3. In the Quantitative Targets or Qualitative Targets related list, click New.
      From the Targets module
      1. Navigate to Enterprise Goal Management > Targets.
      2. Open the required target record.
    2. On the Target form, update the Actuals to date field and add a business justification in the Remark field.
      For field information, see Target form.
    3. Click Update.

    Resultado

    Once the Actuals to date field is updated, the progress value for the target is auto-updated. For information on how the progress value is calculated, see progress value calculation.