Display the priorities and goals on the project form

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • If you are an existing user, configure the project form to upgrade to the Goal Framework. The benefit of the Goal Framework is that it enables you to set targets for goals. You can also define strategic priorities and associated goals as part of the organization's strategic plans.

    Before you begin

    Role required: sys_admin

    About this task

    If you have preconfigured forms, you must do this configuration to make the new framework features and fields available. The following images show the form fields before and after configurations.
    Figure 1. Before configuration of new fields
    Before configuration of new fields, the framework has the Strategies field and the Goals field.
    Figure 1. After configuration of new fields
    After configuration of new fields, the framework has the Strategic priority field and the Primary goal field.

    The same procedure can be performed on the Demand and Program forms as well. For more information, see Goal framework.

    Procedure

    1. Navigate to All > Project > Projects > All.
    2. Open a project.
    3. Click the additional actions icon (Additional actions icon.) and do the following:
      1. Click Configure.
      2. Click Form Layout.
      3. Under the Form view and section, set the View name field to the view that has the goal and strategy Glide list.
      4. Under the Form view and section, set the Section field to Business Case.
      5. In the Available list, select Primary goal [+] and click the tree workflow icon (Tree workflow icon.).
      6. In the Available list, double-click Strategic priority [+].
        The Selected list shows Primary goal.Strategic priority.
      7. Click Save.
      Repeat this step for all the views that have the goal and strategy Glide list, such as Score and Financial.

    Result

    The Project form shows the Strategic priority field and the Primary goal field.