Managing Goals

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.