Creating a Business Goal

Only host company employees who are assigned the Business Manager role can create business goals. Subgoals can be created for goals that do not have a project associated with them (see Adding a Subgoal to a Business Goal).

  1. To create a top-level business goal:

    From the global toolbar, click Add > Project > Create Business Goal.

    Or:

    1. From the Compass, click Project Management. On the left side, click Project > Business Goals.
    2. On the page toolbar, click > Create New.
  2. Enter these details for the business goal:

    Name. The name of the business goal.

    Business Unit. The business unit responsible for the goal. To choose a business unit, click and select it. If the goal does not need to be associated with a business unit, you can select the parent company.

    Effective Date. The date the goal begins 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. To specify a date, click and choose the date from the calendar.

    Goal Description. A brief description of the goal.

    Business Benefit. The business benefit of the goal.

    Operational Definition. Statement about the method for measuring quality metrics. For example, improve overall Customer Service responsiveness by 20%.

    Success Measurement. A description of how to measure whether the goal is achieved. For example, the average time to respond to a customer complaint is 2 hours.

    Comments. Additional comments regarding the goal.

  3. Click Apply to create the goal and enter another goal.
  4. Click OK when finished creating all goals.