Associating the primary goal or target for work and planning items

  • Release version: Xanadu
  • Updated August 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 allows ServiceNow users to associate a primary goal or target with various work and planning items. By linking these items to specific goals or targets, organizations can streamline their planning processes and ensure alignment with strategic objectives. Different roles are required to set these associations based on the type of work or planning item.

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    Key Features

    • The ability to set a primary goal or target for work and planning items such as Projects, Demands, Programs, Features, Epics, and Planning items.
    • Users can also associate non-primary goals or targets through the Goal/Target Relationships related list.
    • Roles required for association include projectmanager, demandmanager, programmanager, rmfeatureadmin, safeartuser, safeadmin, and scrumstorycreator.

    Key Outcomes

    Once goals or targets are associated with work and planning items, users can easily review these relationships within the related lists of either the goals/targets or the respective items. This functionality enhances visibility and tracking of progress towards strategic objectives across various project management frameworks.

    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.