Update goal progress in Adobe Workfront Goals

Last update: 2023-01-23
  • Created for:
  • User

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

You must have the following:

Adobe Workfront plan*

Pro or higher
Adobe Workfront license*

Request or higher

For more information, see Adobe Workfront licenses overview.
Product

You must purchase an additional license for the Adobe Workfront Goals to access functionality described in this article.

For information, see Requirements to use Workfront Goals.

Access level configurations*

Edit access to Goals or higher

NOTE

If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see:
Object permissions

Manage permissions to the goal

For information about sharing goals, see Share a goal in Workfront Goals.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

You must have the following before you can start:

  • A Layout Template that includes the Goals area in the Main Menu.
  • An active goal. You cannot update progress on goals that are drafts, inactive, or closed.

Considerations for updating goals

Consider the following when updating progress on goals:

  • Workfront Goals automatically calculates the progress of a goal when you update the progress of its progress indicators.

    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:

  • You must create goals and activate them before you can update their progress.

    See also the following articles:

    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:

  1. Click the Main Menu icon > Goals in the upper-right corner.

    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.

  2. From the Goal List, click the name of a goal to open the goal page.

  3. Click Progress indicators in the left panel.

    The Progress Indicators list displays all progress indicators for the goal you selected.

    NOTE
    • You can only update results and activities.

      • You must update the progress indicators of children goals to show progress on the children goals.

      • 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.

  4. 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.

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