Update the progress of a manual target

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

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

    Before you begin

    Role required: sn_gf.goal_user

    About this task

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

    Procedure

    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.

    Result

    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.