How to define and track Objective Achievement at the Project level

Note

To define and track Objective Achievement at the Project level, the following options need to be set in the Strategy Definition dialog box.

  • The "Which objects will contribute to the objectives?" option needs to be set at least to "Project".

  • If the "Which objects will contribute to the objectives?" option is set to "Project", the "Will you track Project Objective Achievement?" option needs to be set to "Yes".

  • If the "Which objects will contribute to the objectives?" option is set to "Project" as well as "Portfolio", the "How will you track Objective Achievement?" option needs to be set to "At Project level".

As a Strategy Manager

  1. Log in to the HTML5 client.

  2. Select the Objectives workspace, Projects sub-tab.

  3. Select an Objective in the selector.

  4. Click on the EDIT button of the Current tile available in each Project card.

  5. Modify the Target and Current values available in the Track Values popup.

  6. Click on the CLOSE button.

As a Project Manager

  1. Log in to the HTML5 client.

  2. Select the Home Page workspace, Objectives tab (single project selection).

  3. Select a project in the selector.

  4. Click on the EDIT button of the Current tile available in each Objective card.

  5. Modify the Target and Current values available in the Track Values popup.

  6. Click on the CLOSE button.