Update the actual value of a target breakdown
Update the actual value of a target breakdown when its status is changed.
Before you begin
Role required: sn_apw_advanced.spw_goal_user and (sn_align_core.apw_user or sn_gf.goal_admin)
About this task
Updating the actual value of a target breakdown automatically updates the actual value of its target. After the Actual to date field of the target is updated, the progress value for the target and its goal are auto-updated.
Note: Only the owner or contributors of the goal can update the target breakdowns.
Procedure
- Open the target record of the goal using one of the following options.
| Option | Steps |
|---|---|
| From the Goals and targets tab or Target breakdown side panel |
The target breakdown side panel opens with the Check-in actuals window. Alternatively, you can select the cell in the Actual column of the target breakdown and enter the actual value on the Goals and targets tab. |
| From the Target breakdowns tab |
The target record opens with the Progress tab.
The target form opens with the Target breakdowns tab. All the target breakdowns are displayed. |
On the form, update the Actual field for the target breakdown and add a business justification in the Remark field.
For a description of the field values, see Target Breakdown form.
Select Save.
Result
After the Actual field is updated, the progress value for the target and its goal are 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 in Strategic Planning.
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