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Goals & Strategies

  • Clicked on Goals & Strategies:

Users can see all goal lists(if any) of selected portfolios and create new options.

  • Create New:

Click on create new, fill all the required fields and create the goal.

  • Overview:

After creating a goal or By selecting any goal from the list, it will redirect to the goal overview.

Here you can see all details with a progress bar and many options like edit goal, add KPI, duplicate, archive, delete goal and view history.

(All options visible to the goal owner. Edit goal, add KPI and view history option is visible to project manager and portfolio owner.)

Edit:

Clicked on edit then user can edit details of goals.

Add KPI:

Users can create multiple KPI for a goal. Fill the form if you want to add more KPI then click on it and a blank field appears then fill it and create.

Duplicate:

Goal owner can duplicate a goal based on two options: everything and custom.

Archive:

If all tasks and subtasks of the goal are completed then the goal owner can archive the goal.

Delete:

Goal owner can delete the goal and then it will be moved to trash.

View History:      

Goal owner, Project Manager and Portfolio Owner can check all history date wise and can export it to excel by selecting appropriate options.

KPIs:

Users can see all created KPI of goals in the goal overview. Clicked on any created KPI section then it will open and display a progress bar, short description with Preview icon and projects of that KPI(if any).

When clicked on the preview icon, then KPI overview will display with options of edit, add project, duplicate, archive, delete and view history.

Edit:

Clicked on edit then user can edit details of KPI.

Add Project:

Users can create multiple projects in KPI.

Duplicate:

Users can duplicate a KPI based on two options: everything and custom.

Archive:

If all tasks and subtasks of the KPI are completed then the KPI can be archived.

Delete:

Delete the KPI and then it will be moved to trash.

View History:      

Users can check all history date wise and can export it to excel by selecting appropriate options.