Associating the primary goal or target for work and planning items

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Associating the Primary Goal or Target for Work and Planning Items

    This feature enables users to associate a primary goal or target with work and planning items, ensuring that these items contribute effectively to achieving specific objectives. Appropriate roles are required to set goals or targets as primary within the ServiceNow platform.

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    Key Features

    • Role-Specific Access: Different roles are needed to set a primary goal or target for various work and planning items.
    • Form Fields: Users can populate the Primary goal and Primary target fields on Project, Demand, Program, Feature, Epic, and Planning item forms to establish these associations.
    • Related Lists: Once associated, relationships can be viewed in the goal's or target's related list, or in the work or planning item’s related list.

    Key Outcomes

    By associating goals and targets with work and planning items, customers can enhance alignment across projects and initiatives, ensuring all efforts contribute to achieving strategic objectives. This process promotes better tracking and management of work in relation to organizational goals.

    You can associate a goal or target as the primary for the work and planning items where the items contribute to achieving the goal or target. You need different roles to set a goal or target as the primary for work and planning items.

    You can associate a goal or target as primary to work and planning items by populating the Primary goal and Primary target fields on the Project, Demand, Program, Feature, Epic, and Planning item forms.

    You can also associate non-primary goals or targets to work and planning items from the Goal/Target Relationships related list on the Project, Demand, Program, Feature, Epic, and Planning item forms.

    Once you associate work and planning items to goals or targets, you can check these relationships directly in the goal's or target's related list or in the respective work or planning item’s related list.

    The following table describes how the primary goal or target can be set for each work and planning item.

    Work / Planning item Plugin required Role required Steps to associate the primary goal
    Project PPM Standard project_manager
    1. Open the required project.
    2. On the form, enter the goal or target that you want to associate to the project in the Primary goal and Primary target fields respectively.
    Demand PPM Standard demand_manager
    1. Open the required demand.
    2. On the form, enter the goal or target that you want to associate to the demand in the Primary goal and Primary target fields respectively.
    Program PPM Standard program_manager
    1. Open the required program.
    2. On the form, enter the goal that you want to associate to the program in the Primary goal and Primary target fields respectively.
    Feature Agile Development 2.0 rm_feature_admin
    1. Open the required feature.
    2. On the form, enter the goal or target that you want to associate to the feature in the Primary goal and Primary target fields respectively.
    SAFe Feature Scaled Agile Framework safe_art_user or safe_admin
    1. Open the required feature.
    2. On the form, enter the goal or target that you want to associate to the feature in the Primary goal and Primary target fields respectively.
    Scrum Epic Agile Development 2.0 scrum_story_creator
    1. Open the required epic.
    2. On the form, enter the goal or target that you want to associate to the epic in the Primary goal and Primary target fields respectively.
    SAFe Epic Scaled Agile Framework safe_art_user
    1. Open the required epic.
    2. On the form, enter the goal or target that you want to associate to the epic in the Primary goal and Primary target fields respectively.
    Planning item (Project, Demand, and Scrum/SAFe Epic) Strategic Planning sn_align_core.apw_user
    1. Open the required planning item.
    2. On the form, enter the goal or target that you want to associate to the planning item in the Primary goal and Primary target fields respectively.