As an Admin you can add new organizational goals and update existing goals.
To begin, select Goals from the left-side navigation menu.
To Add a Goal:
1. Click the "Add Goal" button ( ) at the top right.
2. Enter the necessary information on the Manage Goal form.
Name: Enter the name of the goal.
System: Select the corresponding system to which the goal is related.
Number: Enter the goal number, this can be used for sorting and reporting.
Start Date: Enter the start date of this specific goal.
End Date: Enter the end date of this specific goal.
Color: Select a color for this goal; this will appear when you view the goals.
3. Click Save.
To Edit a Goal
1. Click the edit icon ().
2. Update the necessary fields.
3. Click the Save button.
To delete a goal, it must not have any budgets, funding sources, or items associated with it. If a Goal is eligible for deletion, you will see the delete icon (). Click the icon to remove that goal.
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