Update the actual value of a target breakdown

  • Release version: Xanadu
  • Updated August 1, 2024
  • 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 and sn_align_core.apw_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. Open the target record of the goal using one of the following options.
      OptionSteps
      From the Goals and targets tab or Target breakdown side panel
      1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
      2. Select Portfolio Plans.
      3. From the list of portfolio plans, select the required portfolio plan that the goal belongs to.
      4. In the Goals view, select the Goals and targets tab.
      5. 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 Target breakdowns tab
      1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
      2. Select Portfolio Plans.
      3. From the list of portfolio plans, select the required portfolio plan that the goal belongs to.
      4. In the Goals view, select the Goals and targets tab.
      5. Select the target record that you want to update the actual value for.

        The target record opens with the Progress tab.

      6. In the side panel, select Edit planned target to open the target form.

        The target form opens with the Target breakdowns tab.

        All the target breakdowns are displayed.
    2. 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.
    3. 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 in Strategic Planning.