Managing progress for OKRs

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How do I update progress for objectives and key results (OKRs)?

To track the progress of objectives, you must periodically update the progress of the objective's key results. The objective's progress is then calculated as an average of the connected key results' progress.

A key result's start value and target value indicate the range of values in which you track the key result's progress. When you update progress for a key result, you base the current progress value on the range and scale established by the start and target values. Each progress value helps track the progress made over time.

You can modify and delete progress values after you enter them even if you have entered subsequent progress values.

           

           

           

Updating progress values

To update progress for a key result:

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

2. On the screen, take one of the following actions:
   • Click the key result you want. You can also click > Open in the key result.
   • In the parent objective for the key result, click Key Results in the left pane. Then, in the key result you want, click > Open.
3. On the Details tab, in the Progress section, click Update.
4. Enter the new Progress Value and the As of Date, which indicates when that value was achieved. 
5. Enter any additional information in the Comment field.
6. Click Update Progress.

           

           

Modifying progress values

To modify progress updates for a key result:

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

2. On the screen, take one of the following actions:
   • Click the key result you want. You can also click > Open in the key result.
   • In the parent objective for the key result, click Key Results in the left pane. Then, in the key result you want, click > Open.
3. On the Details tab, in the middle section of the main pane, click Progress Entries.
4. For the progress value you want to modify, click . 
5. Update the Progress Value and Comment values as needed.

              

   NOTE

   You cannot change the As of Date value.

              

6. Click Update Progress.

           

           

Deleting progress values

To delete a progress update for a key result:

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

2. On the screen, take one of the following actions:
   • Click the key result you want. You can also click > Open in the key result.
   • In the parent objective for the key result, click Key Results in the left pane. Then, in the key result you want, click > Open.
3. On the Details tab, in the middle section of the main pane, click Progress Entries.
4. For the progress value you want to delete, click . 
5. Click .
6. Click OK to confirm.