Update the progress of a manual target
Update the progress of a target when its status is changed.
Before you begin
Role required: sn_apw_advanced.spw_goal_user and sn_align_core.apw_user
About this task
Note: Only the owner or contributors of the goal can update a goal target.
Procedure
- Open the target record of the goal using one of the following options.
| Option | Steps |
|---|---|
| From the Goals and targets tab |
The Progress Metrics window is displayed.
(For targets with breakdowns other than quarterly or yearly) In the breakdown columns section, select More actions icon for the breakdown cell in the Actual column and then select Update. The Check-in actuals window is displayed. (For targets with no breakdowns) In the Actual to date column, double click the cell for the target. |
| From the Target side panel |
The Target side panel opens with the Details tab. |
| From the Targets tab |
The Goal side panel opens with the Details tab.
|
On the form, update the Actuals to date or Actual field and add a business justification in the Remark field.
For a description of the field values, see Target form.
Select either Update or Save.
Result
After the Actuals to date 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 progress value is calculated for a target that has target breakdowns, see Target breakdowns in Strategic Planning.
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