Business Goal Properties Page

The properties page for a business goal lists the goal's policy along with its business unit, success measurement, description, and other details.

You can only view business goal properties within the context of a project, using a Project Management license.

Fields

This page describes:

Field Name Description
Name The goal's name.
Policy

The policy that governs the goal's lifecycle.

Parent Goal If this is a subgoal, this field shows the parent goal. If this goal is not a subgoal, the field displays Top Level. Click the name to view the parent goal properties.
Business Unit The company or business unit the goal is assigned to. Click the name to view business unit properties.
Effective Date The date the goal will begin to be tracked. Financial data reported is based on the given interval. The interval is based on the date value provided up to a year.
Goal Description A brief description of the goal.
Business Benefit A description of the benefit of the goal.
Operational Definition How the quality metrics will be measured. For example, "improve overall Customer Service responsiveness by 20%".
Success Measurement A description of how to measure whether the goal is achieved. For example, "average time to respond to a customer complaint is less than two hours".
Comments Additional comments about the goal.
Owner The person who has primary responsibility for the goal, but any host company employee with the Business Manager role can edit and delete the goal. Initially, the owner is the person who creates the business goal. The owner can then reassign the goal to another person in the host company.
Originator The person who created the goal.
Originated The date on which the goal was created.
State Business goals can be in the Draft, In Work, or Completed states.