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Create a goal for an application strategy

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Create a goal for an application strategy

After assessing the applications and deciding on strategies, set concrete goals to maximize or minimize depending on the indicators for the selected fiscal period.

Before you begin

Role required: user_admin, pps_admin


  1. Navigate to Application Portfolio Management > Home and click Create in the Opportunities & Solutions, Goals section.

    You can also navigate by any of the following steps:

    • Application Portfolio Management > Application Portfolio Analysis > Goals and click New.
    • Organization > Goals and click New.
  2. Fill in the form fields.
    Table 1. New Goal form
    Field Description
    Direction Direction towards the goal, either maximize or minimize.
    Target Target achievement number.
    Target Fiscal year Target fiscal period.
    Status Indicator Color to indicate the status of the goal.
    Goal Indicator Indicators to achieve the goal.
    Unit Appropriate name of the unit for the selected target. For example, if your goal is to minimize Capex by 10%, then the unit must be %.
    Owner Person who owns the goal.
    Task Related tasks assigned to achieve the goal.
    State Status of the goal whether Pending, Achieved, or Not Achieved.
    Active Check box to enable the record active.
    Short description Short summary of the goal.
  3. Click Save.
  4. In the Recent Goals section, click the goal that you created and update the following fields:
    Table 2. Update Goal form
    Field Description
    Planned achievement Percentage of the target that you plan to achieve.
    Actual achievement till date Current percentage achieved.
    Comments Comments, if any.
  5. Click Save.
    You can view all the goals from the list in the Recent Goals section of the portal by clicking View all.

What to do next

You can create a program to execute the goal.