Update the actual value of a target breakdown

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

    • Update the actual value of a target breakdown when its status is changed. Updating the actual value of a target breakdown automatically updates the actual value of its target. After the Actual field of the target is updated, the progress value for the target and its goal is auto-updated.

    Before you begin

    Role required: sn_gf.goal_user

    About this task

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

    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. From the Quantitative Targets related list, open the required target record.
      From the Targets module
      1. Navigate to Enterprise Goal Management > Targets.
      2. Open the required target record.
    2. On the Target form, update the Actual field and add a business justification in the Remark field.
      For field information, see Target Breakdown form.
    3. Select Update.

    Result

    After the Actual field is updated, the progress value for the target and its goal is auto-updated. For information on how the progress value is calculated, see Progress value calculation. For information on how the actual value of the target breakdown is rolled up to its target, see Target breakdowns.