If you can create global targets or thresholds, you can modify or add personal targets and thresholds for any user.

Before you begin

Role required: pa_target_admin, pa_threshold_admin, pa_power_user

About this task

You can either look up the personal targets or thresholds of a user or create a new target or threshold and assign it to a user.

Procedure

  1. Navigate to Performance Analytics > Targets or Performance Analytics > Thresholds.
  2. To open an existing personal threshold or target to modify, follow these steps:
    1. Search the records by the Owner.
    2. When you find the target or threshold that you want to modify, select the info icon on the row for that target or threshold record.

      Opening the preview of a target record.
      The preview for that target or threshold record appears.
    3. In the preview, select Open Record.
      The previewed record opens.
  3. To create a new personal threshold or target, follow these steps:
    1. In the Targets or Thresholds list, select New.
    2. In the target or threshold form that opens, specify the Owner.
      The owner is the only person who will see this target or threshold in the indicator's KPI Details or Analytics Hub.

      For a threshold, instead of selecting a single owner, you can specify several users in a related list. All of these users will see this threshold in the KPI Details and Analytics Hub of the indicator.

  4. Specify or change the Indicator and any breakdowns, breakdown elements, or time series aggregation for the target or threshold.
  5. Complete any other relevant fields.
  6. If you are creating a new target, save it.
    The Target values related list appears.
  7. For a target, alter the start date, review date, or value of any existing target value, or select New to create a new target value.
    You can have more than one target value, but the date ranges between start and review cannot overlap.