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Creating Goals

Goals define the objective of a project and can be set and tracked using the Business Case. Goals are used to communicate to the Project Manager the purpose of completing a project.

To add a goal to the Business Case:

  1. Click Projects in the Global Navigation Bar.
  2. Click the project you want to view and click the Project Details tab.
  3. Click the Business Case sub-tab.
    The Business Case is displayed.
  4. In the Goals section, click Edit Goals.
  5. Specify your goal.
  6. In the Importance drop-down menu, select the level of importance.
  7. (Optional) To add another expense, click +Add Another Goal and repeat Step 5 and Step 6.
  8. Click Save.