Business Goals Page

The business goals page lists the business goals and subgoals for your company.

To access this page:

Click the Objectives category for a project, and then click the Business Goals tab.

This topic describes:

This page discusses:

Columns

Name Description

Name

The name of the business goal.

Goal Description

A brief description of the goal.

Business Benefit

A description of the benefit of the goal.
State Business goals can be in the Draft, In Work, or Completed states, but Completed goals are not listed on this page.

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.

Business Unit

The company or business unit the goal is assigned to.

Owner

The person who owns the business goal. The owner typically has primary responsibility for the goal, but any host company employee with the Business Manager role can edit the goal.

Views

Name Description

My Goals

Shows all incomplete goals assigned to you.

Business Unit

Shows all incomplete goals for your business unit. If you are not assigned to a business unit, this filter view does not show any goals.

Company

Shows all incomplete goals assigned to the parent company. This list is not a cumulative list of goals for the company and its business units, but only a list of goals specifically assigned to the parent company. For a cumulative list of business goals for a company and its business units, search for the business goals.