Adding goal types

Portfolio plans contain goals that are appropriate for the level of plan. A goal defines the targets and the appropriate thresholds for your organization.

About this task

Note: Most users will not need to add to the default goal types. It is more likely that you choose to change the thresholds for goal types that are already included in TRIRIGA® Strategic Facility Planning.

Procedure

  1. Click Tools > Application Setup > Strategic Planning > Goal Types.
  2. Click Add to open the Goal Type form.
  3. Complete the Goal Type form and click Create Draft.
  4. Click Activate to make the goal type available.