Manage goals

With proper role permissions, users can Add Goals, Remove Goals, and Update Goals. View Goals gives view only access.

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.