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.
- Open Project Management>Projects.
- Click a project name.
- Open the Planning tab>Performance Goals.
- Click the (Create icon) in the Icon Bar.
- In the pop-up window, select a Strategy (optional). This will link the goal to an existing strategy.
- In the Goal Type dropdown, select Milestone.
- Add the goal Name.
- Add the goal Description (optional).
- 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.
- Click Create.
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