Create a goal for an application strategy

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

    • After assessing the applications and deciding on strategies, set concrete goals to maximize or minimize depending on the indicators for the selected fiscal period.

    Before you begin

    Important:

    Starting with the Xanadu release, the legacy goals module is moved to the Enterprise Architecture Workspace. To learn more, see Manage goals.

    Role required: user_admin, pps_admin

    About this task

    To understand how your organizational strategies are performing, see the Strategic Spend Tracking for PPM dashboard topic. It provides comprehensive visualization to help you understand how the planned costs, actual costs, and benefits for projects aligned to your organization's strategies trend over time.

    Procedure

    1. Navigate to All > Enterprise Architecture > Home and click Create in the Opportunities & Solutions, Goals section.

      You can also navigate by any of the following steps:

      • Enterprise Architecture > Application Portfolio Analysis > Goals and click New.
      • Organization > Goals and click New.
    2. Fill in the form fields.
      For field information, see New Goal form.
    3. Click Save.
    4. In the Recent Goals section, click the goal that you created and update the following fields:
      For field information, see Update Goal form.
    5. Click Save.
      You can view all the goals from the list in the Recent Goals section of the portal by clicking View all.

    What to do next

    You can create a program to execute the goal.