The Goals Dashboard

Goals can be created/ defined as both financial or non-financial at any Initiative level (eg Portfolio, Program.)

A Goal can be optionally decomposed into Targets for Workstreams, and Business Units. You can track goals on the Goals Dashboard.  How you plan to achieve your initiative's goals is defined by lining up the benefits that would contribute towards the goal.

You do this by marking a benefit as the contributing benefit on the goal creation interface.  Once you have active contributing benefits, the Goals dashboard displays the aggregate of the plan, forecast, and Actual values on each contributing benefit for their active time span. To have the benefits from a sub initiative contribute towards the parent initiative goal, ensure that the benefit from sub initiatives are measured in the same unit as that of the parent benefit.

Navigate to Properties Dashboard, scroll down to Goals and click on the goal name.  The Goals Dashboard opens.

Goals chart shows how much of benefit value your project has actually achieved. Hover over a bar on the chart to quickly view the plan, forecast, and actual values recorded from the contributing benefits for the initiative in that year. The sparkline on the Goals chart represents that target goal defined for each year. If you have saved baselines, you can view and compare the above values with baseline values on the chart. Goals dashboard also shows the Goal Variance. Goal Variance gives you an idea of how far behind or ahead the benefit contributions are, with respect to the target that you have set for the goal. In plain words, it is the difference between the target goal and the total planned contributions from all benefits.

Depending on what your configuration settings are, you will see cumulative or non-cumulative goals by default on the dashboard. To switch between views, click the toggle button .

All benefits that contribute towards the goal are shown within their initiatives in a hierarchical representation below the goal chart. Information such as benefit plan, total plan, total target, and variance for the year that you marked as the Reporting Year on the Goals creation form is displayed.