Update goal progress in Adobe Workfront Goals

Last update: Tue Apr 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Workfront Goals

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*

For the new plan and license structure:

An Ultimate plan
Or An additional license for Adobe Workfront Goals for the Prime or Select Adobe Workfront plans.

For the current plan and license structure:

A Pro or higher
An Adobe Workfront Goals license in addition to a Workfront license.

Adobe Workfront license*

New license: Contributor or higher

Current license: Request or higher

For more information, see Adobe Workfront licenses overview.

Product*

New product requirement, one of the following:

A Select or Prime Adobe Workfront plan and an additional Adobe Workfront Goals license.
An Ultimate Workfront plan which includes Workfront Goals by default.

Current product requirement: A Workfront plan and an additional license for Adobe Workfront Goals.

For information, see Requirements to use Workfront Goals.

Access level

Edit access to Goals

Object permissions

View or higher permissions to the goal to view it

Manage permissions to the goal to edit it

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

Layout template

All users, including Workfront 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:

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 creating goals, see Create goals in Adobe Workfront Goals.
For information about activating goals, see the Activate goals in Adobe 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:

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

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. 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.

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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