Update goal progress in 51ºÚÁϲ»´òìÈ Workfront Goals
You must review your goals periodically and update their progress to ensure that they are not falling behind or become in danger of not being achieved.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 layout-auto html-authored no-header | |
|---|---|
| 51ºÚÁϲ»´òìÈ Workfront package | 51ºÚÁϲ»´òìÈ Workfront Ultimate |
| 51ºÚÁϲ»´òìÈ Workfront license |
Contributor or higher Request or higher |
| Access level configuration | Edit access to Goals |
| Object permissions |
View or higher permissions to the goal to view it Manage permissions to the goal to edit it |
| Layout template | All users, including System Administrators, must be assigned a layout template that includes the Goals area in the Main Menu. |
For more information, see Access requirements in Workfront documentation.
Prerequisites
You must have an active goal before you can start.
You cannot update progress on goals that are drafts, inactive, or closed.
Considerations for updating goals
Consider the following when updating progress on goals:
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Workfront Goals automatically calculates the progress of a goal when you update the progress of its progress indicators.
note tip TIP You cannot update progress directly on a goal. You must update the progress of the goal’s progress indicators (activities, results, connected projects) which in turn updates the progress of the goal. To update the progress on projects, you must update the tasks on the project. See also the following articles:
- For information about adding activities to goals, see Add activities to goals in 51ºÚÁϲ»´òìÈ Workfront Goals.
- For information about adding results to goals, see Add results to goals in 51ºÚÁϲ»´òìÈ Workfront Goals.
- For information about how Workfront Goals calculates the progress on a goal, see Overview of goal progress and condition in 51ºÚÁϲ»´òìÈ Workfront Goals.
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You must create goals and activate them before you can update their progress.
See also the following articles:
- For information about creating goals, see Create goals in 51ºÚÁϲ»´òìÈ Workfront Goals.
- For information about activating goals, see the Activate goals in 51ºÚÁϲ»´òìÈ Workfront Goals.
note important IMPORTANT You cannot update the progress of goals that are drafted, closed, or inactive. -
The first time you or someone else updates the progress of a result or activity on a goal, the goal Progress changes from New and Workfront Goals starts recording progress and progress status updates on the goal.
To update progress on goals:
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Click the Main Menu icon
This opens the goal list. All goals that you have access to view display by default.
Alternatively, you can click Goal Alignment in the left panel.
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From the Goal List, click the name of a goal to open the goal page.
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Click Progress indicators in the left panel.
The Progress Indicators list displays all progress indicators for the goal you selected.
note note NOTE -
You can only update results and activities.
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You must update the progress indicators of children goals to show progress on the children goals.
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You must update the tasks on the connected projects to show progress on the projects.
In turn, the children goals’ progress and projects’ progress drive the progress of the selected goal.
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To update the progress of a result or activity, click the value inside the Actual Progress column of the result or activity and type a number to update its value, then press Enter.
The progress bar for the progress indicator in the Progress column and the progress of the goal in the goal header update immediately.