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Planview Customer Success Center

Working with Objectives

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You use Objectives to capture and track progress toward high-level goals that your organization wants to achieve. 

For general information about Planview OKRs, see Planview OKRs

For more information on how Objectives relate to Key Results and Activities, see Understanding OKRs.

Viewing Objectives

To view the objectives for a Planview AgilePlace board:

  1. Access the Planview AgilePlace board.
  2. Click OKR icon.png.

Creating Objectives

To create a new objective:

  1. Access the Planview AgilePlace board, and then click OKR icon.png.
  2. Click + New Objective at the top of the OKR board.
  3. Enter the Objective, for example, "Improving the User Experience".
  4. (Optional) In the Description box, enter a description with any additional details you want to provide for the objective, such as contextual and supplementary information.
  5. In the Owner field, select the owner for the Objective.
  6. Enter the projected Start Date and End Date for the Objective.
  7. Specify which Objective Level this Objective belongs in.

               you

    NOTE

    See OKR Levels for more information.

    Completed objectives cannot be selected as Parent Objectives.

               

  8. To specify the parent objective for the current objective, do one of the following:
    • If the parent objective is from an AgilePlace board, click Scope type and select Board. Then click Objectives to select a parent objective.
    • If the parent objective is from Planview Portfolios, click Scope type and select Strategy or Work. Then click Objectives to select a parent objective.

               

    TIP

    To filter the objectives in the list, enter text in the Objectives box.

                 

  9. In the Custom Attributes section, click each custom attribute you want to set and select an option. Some attributes may be required. For more information about custom attributes, see Getting started with objectives and key results (OKRs).

               

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    If an attribute has a question_mark_in_circle_dk_gray.png icon, you can hover over the icon for a description.

               

  10. Click Save. You also have these additional save options from the Save dropdown:
    • Save & Close will save the Objective and then close the window.
    • Save & Create Another will save the Objective and open a new Objective window.

           

NOTE

The Save button defaults to the save method you last used.

           

Managing Objectives

Once an objective is created, you can click on it to view its details. When editing an Objective, you have access to the following tabs:

  • Key Results tab – for viewing or deleting Key Results, or creating new ones by clicking + Add Key Result.  
  • Child Objectives tab –  for connecting objectives that are related to this objective. 

               

    NOTE

    Completed objectives cannot be selected as child objectives.

               

  • History tab – for viewing the Activity Stream, which contains all modifications made to the Objective and its Key Results. 

Deleting Objectives

To delete an Objective, click the ellipse_vertical_dk_gray.pngicon, and then select Delete Objective. 

           

WARNING

When you delete an Objective, all of its Key Results are also deleted.