Working with OKRs

Creating an objective

To create an objective:

1. Navigate to the Objectives and Key Results screen from AgilePlace or Planview Portfolios.

2. Click New Objective.
3. In the Objective box, enter a short summary of the tasks, goals, or other details about what you want to achieve through this objective.
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. (Optional) Click the Owner list and select an owner for the objective. The owner must have at least a read-only permission to the parent strategy.
6. Click Start Date and/or End Date to enter a target starting date, end date, or date range for the objective.
7. In the Objective Level list, select the OKR level (such as Enterprise, Portfolio, Program, or Team) at which to create the new objective. The OKR settings determine which level options are available.
8. (Optional) If you want this objective to be a child of another objective, take the following actions:
   1. Click the Scope type list and select the scope type as follows:
      • If you are not using connected OKRs, click Strategy.
      • If you are using connected OKRs and the parent objective you want is a strategy in Planview Portfolios, click Strategy.
      • If you are using connected OKRs and the parent objective you want is a work item in Planview Portfolios, click Work.
      • If you are using connected OKRs and the parent objective you want is in Planview AgilePlace, click Board.
   2. Click the Objectives list and select a parent objective for the new objective.

                 

      TIP

      You can enter text in the Objectives box to filter the selections.

                 

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  icon, you can hover over the icon for a description.

              

10. Click Save.

    The new objective appears in the Objectives row of the appropriate OKR level on the screen. If you selected a parent objective that was not already on the screen, that parent also appears in the Objectives row in the appropriate section.

Creating a key result

To create a key result:

1. Navigate to the Objectives and Key Results screen from AgilePlace or Planview Portfolios.

2. Find the objective you want to create a key result for and take one of the following actions:
   • In the objective, click > Add Key Result.
   • Click the objective or click  > Open in the objective. In the left pane of the Objective screen, click Key Results. Then click Add Key Result in the main pane.
3. On the Key Result screen, in the Key Result box, enter details about how you want to measure the progress toward reaching the parent objective, such as reducing customer acquisition cost.
4. (Optional) In the Description box, enter a description with any additional details you want to provide for the key result.
5. (Optional) In the Owner list, select an owner.
6. Enter a Start Value for the value you are measuring. You must manually enter a value, even if it is 0.
7. In the Target(s) tab, specify the Start Date and End Date for Target 1.

              

   NOTE

   The End Date for Target 1 cannot exceed the End Date of the parent objective.

              

8. Enter the Target Value for Target 1​​​​​.​ You must manually enter a value, even if it is 0. 

              

   NOTE

   Start Value is used as the starting value for Target 1. The Target Value for Target 1 is then used as the Start Value for Target 2, and so on.

              

9. If you want a second target for the Key Result, click Add more targets. Then enter the Start Date, End Date, and Target Value for Target 2.

              

   NOTES

   • To add a second target, the Target Date for Target 1 must be before the parent objective's End Date.
   • The Start Date for Target 2 is automatically set to one day after the Target Date for Target 1.
   • The End Date for Target 2 cannot exceed the End Date of the parent objective.

              

10. Repeat the previous step if you want to add more targets.
11. Click Data Source and enter the location the data is coming from.
12. Click Parent Objective to change the key result's parent objective.
13. 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).

               

    TIP

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

               

14. Click Save, Save & Close, or Save & Create Another.

The new key result appears in the Key Results row in the appropriate OKR level (such as Enterprise or Team) on the screen. If you also selected a parent objective that was not already on the screen, that parent appears in the Objectives row in the appropriate section.

Modifying OKRs

Deleting OKRs

Viewing OKR health

On the Objectives and Key Results screen, you can click  to open or close the OKR Health pane. This pane shows the following information:

• OKR progress: The progress of both objectives and key results (Ahead, Behind, or On Track).
• Key result updates: The number of key results updated in the last 7, 30, or 90 days.
• Activities for Key Results: The number of connected work items by status (Not Started, Started, or Finished).

Click any of the non-zero numbers in the In Progress, Finished, or Progress Updated areas to highlight the corresponding OKRs in the main pane of the screen.

For details about how OKR progress is calculated, see OKR Health.

Sorting OKRs

You can set the internal left-to-right sort order within OKR rows on the Objectives and Key Results screen. The setting affects all rows on the screen.

To set the sort order within OKR rows:

1. Navigate to the Objectives and Key Results screen from AgilePlace or Planview Portfolios.

2. Click .
3. Click one of the following options:
   • Name: Sorts all OKRs within each row by name 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.
4. If necessary, select Reverse Sort to reverse the sort direction (for example, starting with the most recent Start Date instead of the oldest Start Date) or clear Reverse Sort for the default sort direction.

Filtering OKRs

You can limit the number of OKRs shown on the Objectives and Key Results screen by using date, keyword, parent objective, child objective, and owner filters.

To filter OKRs on the Objectives and Key Results screen:

1. Navigate to the Objectives and Key Results screen from AgilePlace or Planview Portfolios.

2. Click .
3. Set the filter criteria you want to use in each section described in the following table.

   Filter Section	Description
   Date	To filter by date, enter a date in one or both of the following boxes: From: Only show OKRs with a start date on or after the selected date. To: Only show OKRs with an end date on or before the selected date.
   Keyword	To filter by OKR name or another keyword, enter text in the ​​​​​Keyword box. The screen applies the filter in real time as you type.
   Parent Objectives	To only show OKRs that are children of specific parent objectives, select the checkboxes for the parents you want. If all checkboxes are clear, the screen does not filter on any parent objective.
   Child Objectives	To only show specific child objectives and their associated key results, select the checkboxes for the child objectives you want. If all checkboxes are clear, the screen does not filter on any child objective.
   Owners	To only show OKRs owned by specific users, select the checkboxes for the users you want.

Setting the OKR timescale

To change the date range for OKRs shown on the Objectives and Key Results screen:

1. Navigate to the Objectives and Key Results screen from AgilePlace or Planview Portfolios.

2. Click .
3. Select one of the following options:
   • To show OKRs for one calendar year, click Year. Then click the box next to this option to select the year.
   • To show OKRs for one calendar month, click Month. Then click the box next to this option to select the month and year.
   • To show OKRs for a custom date range, click Custom. Then click the two boxes next to this option to select the start and end dates of the date range.

Viewing OKR levels

Each OKR level (Enterprise, Portfolio, Program, or Team) can appear in a section on the Objectives and Key Results screen. Each OKR level section has one Objectives row and one Key Results row. You can control the number of rows shown on the screen by showing or hiding OKR levels.

To show or hide OKR levels:

1. Navigate to the Objectives and Key Results screen from AgilePlace or Planview Portfolios.

2. Click .
3. Select or clear the options in the Show OKR Levels list to show or hide each OKR level.

Viewing OKR relationship lines

You can show or hide relationship lines that link parent OKRs and child OKRs by clicking  on the Objectives and Key Results screen. Solid lines show connected objectives and key results, while dashed lines link parent objectives and their child objectives.

To manage OKR relationships, see Managing relationships for OKRs.

Viewing the history for an OKR

You can view the activity stream for individual OKRs, which shows a timestamped history that lists the creation details for the OKR as well as each update made to the OKR.

To view the history for an OKR:

1. Navigate to the Objectives and Key Results screen from AgilePlace or Planview Portfolios.

2. Click an objective or key result to open it.
3. Click History in the left pane.

Exporting OKR data

To export OKR data:

1. Navigate to the Objectives and Key Results screen from AgilePlace or Planview Portfolios.

2. Click  > Download OKRs as Excel.
3. Navigate to the directory you want, enter the filename you want, and click Save.