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Create Business Case goals

Last update: Thu Jan 18 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

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

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 ÃÛ¶¹ÊÓƵ 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 ÃÛ¶¹ÊÓƵ Workfront Goals overview.

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

  • Business Case goals are project-specific. You cannot copy goals from one project to another, nor establish goals at the system level. They must be defined at the level of each project.

  • Your ÃÛ¶¹ÊÓƵ Workfront administrator or group administrator must enable the Goals section for your projects before it displays in the Business Case of your projects. For information about enabling Business Case fields for projects, see Configure system-wide project preferences.

  • Goals are not a mandatory section in the Business Case of a project.

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

    For more information about the Portfolio Optimizer score, see Apply a scorecard to a project and generate an Alignment Score.

  • You cannot report on Business Case goals.

Access requirements

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

ÃÛ¶¹ÊÓƵ Workfront plan*
Pro or higher
ÃÛ¶¹ÊÓƵ Workfront license*
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.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Add a goal to the Business Case of a project

  1. Go to a project for which you want to define Business Case goals.

  2. Click Business Case in the left panel.

    The Business Case displays.

  3. In the Goals section, click Edit Goals.

  4. Specify your goals.
    In the Importance drop-down menu, select the level of importance:

    • Highest

    • High

    • Medium

    • Low

    • Lowest

      You cannot customize the Importance levels of goals.

  5. (Optional) To add another goal, click  Add Another Goal and repeat Step 5 and Step 6.

  6. °ä±ô¾±³¦°ìÌý Save.

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