Draft
You can create business goals with the VPLMProjectLeader or 3DSRestrictedLeader role. For on-premises, a Business Manager can create business goals. When a goal is created, its state is Draft. This is the only state during which subgoals can be added and the goal can be deleted. On premises only: The Business Manager role can create
business goals.
In Work
When an assigned project is promoted to the In Work state, the business goal is automatically promoted to In Work. Alternatively, those having roles to create a business goal can promote it to In Work manually. Completed
When the last assigned project is promoted to the Completed state, the app automatically promotes the business goal to Completed. Business goals in the Completed state cannot be edited but if they need to be revised. Those having a role enabling them to create a business goal can demote it back to In Work. | |||||||