Objectives and Key Results screen basics

The Objectives and Key Results screen shows the objectives and key results (OKRs) for a Planview AgilePlace board or for the selected strategy or work item in Planview Portfolios. On this screen, you can perform the following tasks:

View all objectives and key results (OKRs) or filter OKRs using criteria such as date range, OKR level, name, and parent objective.
View the progress of objectives and key results (OKRs) and key result updates.
Create new objectives.
Create new key results for existing objectives.
Update the progress of key results, modify progress values, or delete progress values.
Modify objectives and key results.
Delete objectives and key results.
Change OKR settings for the screen.
Export OKR data as a Microsoft Excel file.

IMPORTANT

A new Objectives and Key Results screen is not activated until a user with edit (read/write) permissions to create strategies, work items, or boards opens the new screen. Until a user with edit permissions opens the new screen, other users will not be able to open or search for the new screen.

The screen allows you to view OKR using two views, the card view and the list view.

Using the card view

The card view is a graphical view using a card for each OKR, organized within lanes for each OKR level that is selected to be shown. Each OKR card summarizes the OKR's information with icons, numeric indicators, and relationship lines.

You can configure the card view as follows:

Adjust the timescale ( ) to limit the OKRs shown.
Select and hide OKR levels ( ).
Apply a filter ()to the screen.

The following figure shows an example of the Objectives and Key Results screen in the card view:

Click to expand or shrink — Example of the Objectives and Key Results screen in the card view

Using the list view

The list view is a hierarchical table view that lists OKRs in collapsible and expandable rows. This format provides a comprehensive overview of your OKRs with the ability to filter and sort the list.

You can configure the list view as follows:

To temporarily reorder the columns on the screen, you can click and drag columns to rearrange them; however, the next time you open or refresh the screen, the columns will return to their default settings.
To change and save the column configuration, click > Customize list view at the top right of the Objectives and Key Results screen. Then select and clear the columns you want, click and drag to rearrange the columns, and click Save.
When you open the list view for the first time, all parent objectives are shown with collapsed rows; you can then expand rows as needed by clicking as needed.
Adjust the timescale ( ) to limit the OKRs shown.
Select and hide OKR levels ( ).
Apply a filter ()to the screen.

Accessing the screen from AgilePlace

Accessing the screen from Planview Portfolios

In Planview Portfolios, you can access the screen from a strategy, strategy portfolio, work item, or work portfolio.+

Using the list view

The list view ( )

Objectives and Key Results screen elements

OKR toolbar

The following table describes the elements in the OKR toolbar above the Objectives and Key Results screen (below the top bar).

The following table describes the elements on the Objectives and Key Results screen.

Element		Description
		Opens the Filter pane, on which you can filter OKRs on the screen using the following options: Start after: Show only OKRs with a start date on or after the selected date. Finish before: Show only OKRs with an end date on or before the selected date. Objective or key result title: Show only OKRs with titles that are a partial match for the text you enter in the Keyword box. Parent Objectives: Show only OKRs that are children of the selected parent objectives. Select or clear the Parent Objectives checkboxes to choose the parent objectives to filter on. You can narrow down the parent objectives shown by entering text in the Parent Objectives filter box ().
New Objective		Click to create a new objective.
		The timescale for the OKRs shown on the screen: Year: Shows OKRs for one calendar year. Click the box next to this option to change the year. Month: Shows OKRs for one calendar month. Click the box next to this option to change the month and year. Custom: Shows OKRs for a custom date range. Click the two boxes next to this option to change the start and end dates of the date range.
		(Card view only) The left-to-right sorting order within each row on the screen: Name: Sorts all OKRs within each row in alphabetical order. Start Date: Sorts all OKRs within each row by the start dates. End Date: Sorts all OKRs within each row by the end dates. Reverse Sort: Reverses the direction of the selected name or date sort within each row.
		Controls which OKR levels appear on the screen. Click to show or hide levels and view which level is set as the primary.
		Shows the card view for the screen, on which OKRs appear as cards within lanes for each OKR level that is selected to be shown. For objectives, you can view connections to other objectives up to three levels above (parent objectives) and three levels below (child objectives) the selected objective.
		Shows the list view for the screen, on which OKRs appear in a hierarchy in a table on the screen. You can expand and collapse rows in the hierarchy to see the children of an OKR. For objectives, you can view connections to other objectives up to three levels above (parent objectives) and three levels below (child objectives) the selected objective.
		Opens the OKR Health pane, on which you can view OKR progress and the status of key result updates and connected work items.
		Shows or hides the parent-child relationship lines between OKRs.
		The action menu for the screen.
	OKR Settings	Opens the OKR Settings screen, which has the following options: Primary OKR Level: Sets an OKR level as the primary level, which always appears on the screen and is the default level when creating new objectives. OKR Board Level Settings: Enables the OKR levels at which users can create new objectives (such as Enterprise, Portfolio, Program, and Team).
	Customize list view	Opens the Customize list view screen, on which you can select columns to show or hide in the list view of the Objectives and Key Results screen. You can also rearrange the order of columns by clicking and dragging them on the Customize list view screen.
	Download OKRs as Excel	Click to export OKR data as an Excel file. Filters on the screen do not affect the exported data.

Card view

The following table describes the icons and other elements on the individual objective cards that appear on the card view ( ).

Element		Description
		The key results connected to the objective, which are listed under the parent objective.
		The child objectives connected to the objective, which are listed under the parent objective.
		The target end date for the objective.
		The action menu for the objective.
	Open	Opens the Objective screen for the objective.
	Add Key Result	Opens the Key Result screen, on which you can add a key result for the objective.
	Delete Objective	Deletes the objectives and any child key results.

The following table describes the icons and other elements on the individual key result cards that appear on the card view ( ).

Element		Description
		The key results connected to the objective, which are listed under the parent objective.
		The child objectives connected to the objective, which are listed under the parent objective.
		The target end date for the key result.
		The action menu for the key result.
	Open	Opens the Key Result screen for the key result.
	Delete Objective	Deletes the key result.

List view

The following table describes the default columns that appear on the list view ( ).

Column		Description
Objective/Key Results		The name of the OKR.
Scope		The name of the scope where the OKR originally resided.
Progress		The percentage of the OKR that has been completed. For an objective, this is based on the average progress of connected key results.
Level		The level at which an objective is created. All associated key results use the parent objective's level.
Start date		The start date for the OKR.
End date		The end date for the OKR.
Start value		The start value for a key result.
Target value		The value that a key result is intended to reach.
Last updated progress value		The date when a key result was last updated.
		The action menu for a single OKR.
	Open	Opens the Objective screen or the Key Result screen for the OKR.
	Add Key Result	(Objectives only) Opens the Key Result screen, on which you can add a key result for an objective.
	Update progress value	(Key results only) Opens the progress update screen, on which you can update the progress value of the key result.
	Connect activities	(Key results only) Opens the Activities tab on the Key Result screen, on which you can view and manage all activities and work items connected to the key result.
	Delete Objective	(Objectives only) Deletes the objectives and any child key results.
	Delete Key Result	(Key results only) Deletes the key result.