Remove goal alignment in ÃÛ¶¹ÊÓƵ Workfront Goals
You can remove the alignment between two goals if it no longer makes sense for them to be connected.
For information about aligning goals, see the following articles:
Access requirements
You must have the following:
| table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan* |
For the new plan and license structure:
For the current plan and license structure:
|
| ÃÛ¶¹ÊÓƵ Workfront license* |
New license: Contributor or higher Or Current license: Request or higher |
| Product* |
New product requirement: Workfront Or Current product requirement: In addition to a Workfront license, you must purchase a license for ÃÛ¶¹ÊÓƵ 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 the following before you can start:
- A parent goal that has at least one child goal associated with it. Children goals are the goal’s progress indicators.
Considerations about removing goal alignment
Consider the following when removing alignment between two goals:
- The parent goal must have another goal, activity, or result associated with it to be able to stay Active.
- You cannot remove an aligned child goal from a parent goal if it is the only progress indicator of the parent goal.
- The child goal becomes a standalone goal when you remove its alignment to the parent goal.
Remove goal alignment
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Access the Goals area in Workfront and click the name of a goal to open the goal’s page.
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From the goal’s page of a parent goal, click Progress Indicators in the left panel.
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In the Type: Goal grouping, select a goal, then click the Disconnect icon
The Disconnect box displays.
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Click Disconnect to disconnect the selected goal from its parent.
The goal becomes a standalone goal and it is no longer listed as a progress indicator of the original goal. The progress of the disconnected goal no longer influences the progress of the original goal.
A success message displays in the upper-right corner of the page to confirm that the goal was disconnected.