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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add goal and target relationships for demands

Track and manage the relationship between demands and organizational goals or targets directly from the Next Experience for Demand Management. Linking demands to goals or targets supports alignment with strategic priorities and shows how each demand contributes to broader organizational objectives.

Before you begin

Role required: it_demand_manager

About this task

To create, edit, or remove goal/target relationship records, you can also use the Add secondary goals Playbook activity. For more information, see Use Playbook in Next Experience for Demand Management.

Procedure

  1. Navigate to Workspaces > Portfolio Planning Workspace.

  2. Select the Demands icon

Image omitted: demands-icon.png
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.

  1. Open a demand from the All Demands list.

  2. Select Details from the navigation menu.

  3. Select the Goal/Target Relationships tab.

    Note: If the Goal/Target Relationships tab isn't visible, select More and then select Goal/Target Relationships.

  4. Select Add.

  5. On the Goal/Target Relationship form, fill in the fields.

    For a description of the field values, see Goal/target relationship form.

  6. Select Save.