Create Business Case goals

Last update: May 1, 2025

Topics:
Work Management

CREATED FOR:

User

As part of creating a Business Case, you can create a set of goals to define the objectives of a project. These goals are used to communicate the purpose of completing a project to the Portfolio Manager or the Project Sponsor.

TIP

You can create strategic goals for your organization that are not connected to a project’s individual Business Case. You must have access to Adobe Workfront Goals to be able to create strategic goals. You can then connect them with projects outside of their Business Cases. For information about creating goals using Workfront Goals, see Adobe Workfront Goals overview.

Consider the following when creating Business Case goals for your projects:

Business Case goals are project-specific. You can’t copy goals from one project to another or establish goals at the system level; they must be defined at the level of each project.
Your Adobe Workfront administrator or group administrator must enable the project’s Goals section before it displays in the Business Case. For information about enabling Business Case fields for projects, see Configure system-wide project preferences.
Goals aren’t a mandatory section in the project’s Business Case.

A project can receive a score to be prioritized in the Portfolio Optimizer, even if the Goals section is not defined.

For more information about the Portfolio Optimizer score, see Apply a scorecard to a project and generate an Alignment Score.
You can’t report on Business Case goals.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront plan

Pro or higher

Adobe Workfront license

New: Standard

Or

Current: Plan

Access level configurations

Edit access to Projects

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 modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions or higher to the project

For information on requesting additional access, see Request access to objects.

For more detail about the information in this table, see Access requirements in Workfront documentation.

Add a goal to the Business Case of a project

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Projects.
In the project list, select the project you want to define Business Case goals for.
In the left panel, click Business Case. The Business Case section displays.
In the Goals section, click Edit Goals.
In the first field, enter the goal description.
In the Importance drop-down menu, select the level of importance (or priority) for this goal:
- Highest
- High
- Medium
- Low
- Lowest
  
  NOTE
  You can’t customize the Importance levels of goals.
(Optional) To add another goal, click Add Another Goal and repeat steps 5-6.
Click Save.

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