---
sourceDocument: Xanadu Platform Analytics
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/now-intelligence

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Set objectives

# Set objectives {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Define the kind of data or process that you want to view and analyse in your graph. You must select a specific table (parent table) that has the data that you want to analyse.

## Before you begin

Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

## Procedure

1. When you select Create New Project, you're taken to the Set objectives tab.
2. Provide the following details.

   | Field | Description |
   | Select type | Choose whether you want to create a project or a template. |
   | Template type | This field is available only if you choose the type as Template. Four values are available: * Default * WFO * Vendor Management * Digital Portfolio Management {#set-objectives__ul_vsj_tsj_zbc} For a template that is not part of WFO, Vendor Management, or Digital Portfolio Management, choose Default. For example, to create a Performance Analytics template, select Default. |
   | Name | An intuitive name for the project or template you're creating. |
   | Short description | A short description for the project or template you're creating. |
   | Source Type | The source for the project or template you're creating. * Table: Any database table * Report source: Select a table that has reports * External data: Select a table that has the imported dataset. * Archived data: Select an archived table. {#set-objectives__ul_fd2_3vk_nzb} |
   | Table | Select a table that you want to base your project on. This list varies depending on the type of source that you've selected. |
   | Do you want to add a KPI dashboard? | Select the check box if you want to add a KPI dashboard. You must then select a dashboard. If you want to create a dashboard, select the New Dashboard button. It automatically takes you to the Performance Analytics workspace. |
   | Do you want to Auto retire? | This field is available only if you choose the type as Project. Select the Auto Retire check box if you want to automatically retire the project based on inactivity for a specified number of days (Default: 90 days). You can extend the retirement by moving it back to published or draft state before the versions get cleaned in another 90 Days (default). If you don't change the retired status within the specified days, the mined versions are permanently deleted. However, the project definition isn't deleted. You can opt out of auto retirement by clearing this check box. The default value of 90 days can be changed by the administrator in the System Properties. For more information see, [Data cleanup properties](https://servicenow-prod.fluidtopics.net/vsOG6Zjy4az_v39n1zNLOA#data-cleanup-properties "Set properties that determine how long Performance Analytics projects are maintained before being deleted by the scheduled cleanup job."). |
   |-|-|

   {#set-objectives__choicetable_j24_f5k_nzb}
3. Select Create project.  
   You're taken to the Scope your analysis tab.
4. **Optional:** You can also select a template to create your project.  
   If you select an existing template, then after you select the template, you're taken to the Review and Mine page.
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