Create targets for a goal in Strategic Planning

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

    • Create SMART targets for goals to track and measure the progress of your goals.

    Before you begin

    Role required: sn_apw_advanced.spw_goal_user and sn_align_core.apw_user

    About this task

    Configuring a target source for your target updates the Actuals to date field on the Target form automatically.

    A SMART target can be defined as S = Specific, M = Measurable, A = Attainable, R = Relevant, and T = Time-bound.
    Note:
    • Only the owner or contributors of the goal can create targets for the goal.
    • You can also restrict the access for a target record to the specific users by enabling the Confidential field on the Target form if the ServiceNow® ESG Management application is installed.

    Procedure

    1. Create a target for a goal using one of the following options.
      OptionSteps
      From the Goals view
      1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
      2. From the list of portfolio plans, select the required portfolio plan that the goal belongs to.
      3. In the Goals view, select the Goals and targets tab.
      4. Next to the goal that you want to create a target for, select the row context menu icon (Row context menu icon.) and select Add target.
      From the Targets tab
      1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
      2. From the list of portfolio plans, select the required portfolio plan that the goal belongs to.
      3. In the Goals view, select the Goals and targets tab.
      4. Select the goal that you want to create a target for.

        The Goal side panel opens with the Details tab.

      5. From the side pane, select Full Details to open the goal form.
      6. On the Quantitative Targets or Qualitative Targetstab, select New.
    2. On the form, fill in the fields.
      For a description of the field values, see Target form.
    3. Select Save.
      You can also select Save and add new target and add more targets for the goal on the flow.

    Result

    The target progress records are automatically created when you save the target post populating the Actuals to date field. The target progress records specify the progress of each target for the goal.
    Note:
    When you delete a goal, its associated targets (if any) and their progress records are also deleted even though the Allow the deletion of targets property is set to No.

    What to do next

    Update the progress of the target manually if the target is not enabled for target automation.