How To Add a Project Performance Numeric Goal

The Planning tab of 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.

1. Open Project Management>Projects.
2. Click a project name.
3. Open the Planning tab>Performance Goals.
4. Click the   (Create icon) in the Icon Bar.
5. In the pop-up window, select a Strategy (optional). This will link the goal to an existing strategy.
6. In the Goal Type dropdown, select Numeric.
7. Add the goal Name.
8. Add the goal Description (optional).
9. Select the Responsible Individual. This list pulls from Contacts>Staff. The Responsible Individual can add achievements to the goal and is assigned system-generated tasks related to the goal.
10. Add the Number To Be Achieved.
11. Click Create.