Manage goals

Admin users can add new organizational goals and update existing goals, or delete a goal. Goals are associated with larger initiatives, and are composed of smaller projects.

To add a new goal:

1. Click Goals. The Goals Management page appears.

   

2. Click Add Goal. The Add New Goal page appears.

   

3. Do the following

               a. Enter a Name.
               b. Select a System.
               c. Select a Number.
               d. Select a start and end date.
               e. Select a Color to appear when you view the goal.

4. Click Save.

To manage an existing goal:

1. Click Goals. The Goals Management page appears.

2. Next to the goal you want, do any of the following:

   To...	Then...
   Edit a goal	a.  Click .  The Edit Goal page appears. b.  Make any desired changes. c.  Click Save.
   Delete a goal Note: You can only delete a goal that is not associated with any budgets, funding sources, or budget items.	a.  Click .  A pop-up appears. b.  Click Yes.