Opening a Business Goal

You can access all the information related to a business goal.

  1. In the navigation pane for a project, click Objectives > Business Goals tab. Or search for a business goal.
  2. Click the name of the required business goal.

    Category Name

    Description

    For More Information

    Attachments

    Lists documents and other project content that have been uploaded for the goal.

    Note: When you remove an attachment: If a document is connected to only one object and it is in the "Released" state, it gets disconnected from the parent and remains in the database. A document in any other state gets deleted from the database.

    		Documents and Content

    Metrics

    Shows metrics for the goal. These metrics are based on project financial information for the entire goal hierarchy.

    		Business Goals Dashboards

    History

    Shows a log of all the actions that have occurred for the business goal.

    		3DEXPERIENCE Basics: Viewing History for Content

    Lifecycle

    Lets people with the appropriate access change the lifecycle state of the goal.

    		3DEXPERIENCE Basics: Business Goal Lifecycle

    Projects

    Lists the projects that are intended to fulfill the goal.

    		Projects Page

    Subgoals

    Lists subgoals created for the goal.

    		Subgoals Page