Create a goal in Strategic Planning

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create goals for your portfolio plans and set targets to measure overall goal progress and align goals with your organizational strategic priorities.

    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

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select a portfolio plan that you want to create a goal for.
    3. From the Goals page, select New goal.
    4. On the form, fill in the fields.
      For a description of the field values, see Goal form.
    5. Select Save.
      You can also select Save and add target and add a target for the goal on the flow. For a description of the field values for a target, see Target form.

    What to do next

    Set targets for the goals. For more information, see Create targets for a goal in Strategic Planning or Configuring target source for target automation.