Align goals by converting results and activities to goals
You can manually align two goals or you can convert the results and activities of an existing goal to another goal. The converted result or activity becomes the child goal of the original goal.
For information about manually aligning two goals, see Align goals by connecting them in Adobe Workfront Goals.
Access requirements
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|---|---|
| Adobe Workfront package | Adobe Workfront Ultimate |
| Adobe Workfront license |
Contributor or higher Requestor or higher |
| Access level configurations | Edit access to Goals |
| Object permissions | Manage permissions to a goal |
| Layout template | All users, including System Administrators, must be assigned a layout template that includes the Goals area in the Main Menu. |
For information, see Access requirements to Workfront documentation.
Prerequisites
You must have the following before you can start:
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An existing goal with existing results and activities.
For information about creating goals, see Create goals in Adobe Workfront Goals.
Considerations when converting results and activities into goals
Sometimes, a result or an activity may have a larger scope than anticipated and it would make more sense that they would become goals. You can convert results and activities of an existing goal to a new goal. This is a bottom-up approach to aligning goals.
Consider the following when converting results and activities to goals:
- The converted result or activity becomes the child goal of the original goal, and the two goals become aligned.
- The newly created goal becomes the single progress indicator for the original goal, if there are no additional results or activities on the original goal. You must add results and activities to the child goal to be able to track progress on it.
- Converting a result or activity to a goal is irreversible. Once converted, the new child goal can never become a result or activity for the parent goal again.
Convert a result or activity to a goal
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Go to a goal that has a result or an activity that you want to convert to a goal.
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From the goal’s page, click Progress indicators in the left panel.
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Select a result or activity in the list of progress indicators, then click the Convert to goal icon
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Update the following information:
- Goal name: By default, the new goal has the same name as the original result or activity.
- Period: By default, the new goal’s period is the current quarter. You can select the Enable custom dates setting to define a custom time period for the new goal.
- Goal owner: By default, the new goal owner is the owner of the original result or activity.
- Description: Add more information about the new goal.
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Click Save
The result or activity is now converted to a child goal of the original goal. It is listed as a goal in the Progress indicators list of the original goal.