Creating and Managing Goals in TDX

This introduction article will help administrators to manage their organization’s project Goals list using the Project application admin interface. The user must have administrator-level access to the specific Project application.

Overview

The organization’s Goals allow for a list of typical objectives that a project would achieve to be defined and utilized by projects and requests.

Where to Find This

This feature appears in the Work Management and Client Portal interfaces, but goals are created in the app Admin UI > Project and Request Sections > Goals.

Using Goals

Creating and Modifying Goals

You might find that a new goal is needed as you expand the scope and impacts of what your projects affect.

To create a new goal:

  1. Open the Project app admin interface:
    1. Project Application Admins: In Work Management, click View Applications, select the Project application, click the gear icon in the top-right corner, then select Admin from the menu
    2. Global Admins: In TDAdmin, go to Applications, then select the Project application
  2. Click Project and Request Sections, then Goals in the left navigation.
  3. Click +New.
  4. In the New Goal window, enter a Name.
  5. Click Save.

To edit the name of an existing goal or mark it as Inactive, go to the app Admin UI > Project and Request Sections > Goals, and click the Edit link next to the goal.

Setting the Goal's Percent of Value

The Goals Percent of Value determines how goals will be weighed in the composite score. Changes to this value do not update the composite score of any projects with goals already added. It will only be updated once a goal is added to or removed from a project.

To set the Goals Percent of Value:

  1. Open the Project app admin interface:
    1. Project Application Admins: In Work Management, click View Applications, select the Project application, click the gear icon in the top-right corner, then select Admin from the menu
    2. Global Admins: In TDAdmin, go to Applications, then select the Project application
  2. Click Project and Request Sections, then Goals in the left navigation.
  3. Click the Goals Percent of Value dropdown, then select a percentage option.
  4. Click the Save button.

Deleting Goals

When a goal type becomes outdated or is no longer used, it should be removed from the system rather than marked as Inactive.

To delete a goal:

  1. Open the Project app admin interface:
    1. Project Application Admins: In Work Management, click View Applications, select the Project application, click the gear icon in the top-right corner, then select Admin from the menu
    2. Global Admins: In TDAdmin, go to Applications, then select the Project application
  2. Click Project and Request Sections, then Goals in the left navigation.
  3. Click the Delete link next to the unused goal.
  4. Click the OK button in the confirmation popup.

Gotchas & Pitfalls

The percent of value for goals is applied to all goals at the same percentage.

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