ThePlanning tabof a project allows users to build performance plans and budgets. Project performance plans allow project managers to define performance goals to meet with project-related activities. Performance strategies group goals together.
- OpenProject Management>Projects.
- Click aproject name.
- Open thePlanning tab>Performance Goals.
- Click the (Create icon)in theIcon Bar.
- In the pop-up window, select aStrategy(optional). This will link the goal to an existing strategy.
- In theGoal Typedropdown, selectPercent Changed.
- Add the goalName.
- Add the goalDescription(optional).
- Select theResponsible Individual. This list pulls fromContacts>Staff. The Responsible Individual can add achievements to the goal and is assigned system-generated tasks related to the goal.
- Add theCurrent PercentandDesired Percent.
- ClickCreate.
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