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Creating Goals

Goals define the objectives 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.

Consider the following when creating goals for your projects:

  • Goals are project-specific. You cannot copy goals from one project to another, nor establish goals at the system level. They must be defined at the level of one project.
  • Goals are not a mandatory section in the Business Case of a project.
    A project can receive a score to be prioritized in the Portfolio Optimizer, even if the Goals section of the Business Case is not defined. 
    For more information about the Portfolio Optimizer score, see "Applying a Scorecard to a Project and Generating an Alignment Score."
  • You cannot run a report for the goals of projects. 

To add a goal to the Business Case of a project:

  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 goals.
  6. In the Importance drop-down menu, select the level of importance.
    Select from the following levels of importance:
    • Highest
    • High
    • Medium
    • Low
    • Lowest

      NOTE You cannot customize the Importance levels of goals.
  7. (Optional) To add another goal, click +Add Another Goal and repeat Step 5 and Step 6.
  8. Click Save.