How do I add, change, and remove relationships between objectives and key results (OKRs)?
Objectives can have child objectives in addition to child key results. If you are using connected OKRs, the parent or child objective can be on a Planview AgilePlace board or in Planview Portfolios. If you are not using connected OKRs, the parent or child objective can be another objective in Planview Portfolios.
You can also connect key results to new or existing activities in Planview AgilePlace or existing work items in Planview Portfolios.
By clicking on the Objectives and Key Results screen, you can show or hide relationship lines that link parent objectives with their child OKRs. Solid lines show connected objectives and key results, while dashed lines link parent objectives and their child objectives, as shown in the following example:
Example of relationship lines on the Objectives and Key Results screen
The following table describes the icons that indicate an OKR's connections.
Icon
Description
The number of key results connected to an objective.
The number of child objectives connected to an objective.
The number of activities and work items connected to a key result.
The following sections explain the ways in which you can manage OKR relationships.
Changing the parent objective for a key result
To create or remove a parent-child relationship between an objective and a key result, you create a new key result in the objective or delete the key result. However, you can also change a key result's parent to another objective.
NOTE
The new parent objective must be in the same OKR level as the key result and have a date range that includes the key result's date range.
On the Details tab, click Parent Objective and select the new parent.
Click Save or Save & Close.
Creating a new child objective
You can create a brand-new child objective from directly within an objective if the new child objective is within the same scope as the parent objective.
In either the card view ( ) or the list view ( ), for the objective you want as the parent objective, click > Create child objective.
In the list view, right-click in the row for the objective you want as the parent objective and select Create child objective.
Click the objective you want as the parent objective. Click the Child Objectives tab. Then click Connect new objective.
In the Create OKR pane that appears, in the Objective box, enter a short summary of the tasks, goals, or other details about what you want to achieve through this child objective.
Click Start Date to enter the start date for the objective.
Click Start Date to enter the end date for the objective.
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.
If you want to configure more details, such as the description or owner, click Edit Details and continue on the screen that appears.
If an option has a icon, you can hover over the icon for a description.
Click Save.
Creating a new parent-child relationship between existing objectives
Objectives can have a parent-child relationship with another objective. If you are using connected OKRs, the parent or child objective can be on a Planview AgilePlace board or in Planview Portfolios. If you are not using connected OKRs, the parent or child objective must be another objective in the same product (AgilePlace or Planview Portfolios).
On the screen, open the objective you want to be the parent.
In the left pane, click Child Objectives.
In the main pane, click Connect existing OKRs.
In the filter pane that appears, use the Scope type, Scope, and Level lists and the Objective box as needed to filter the available objectives shown on the screen.
Click all of the objectives you want to be children of the current objective.
TIP
You can filter the available objectives by entering text in the Search objective titles box and/or clicking the Filter by Container and Filter by Level lists.
Click Connect Selected.
NOTE
If an objective already has a parent objective, this new connection replaces that connection.
Changing the parent objective for an objective
Objectives can have a parent-child relationship with another objective. If you are using connected OKRs, the parent or child objective can be on a Planview AgilePlace board or in Planview Portfolios. If you are not using connected OKRs, the parent or child objective can be another objective in Planview Portfolios.
On the Details tab, if you are using connected OKRs, click Scope type and select Strategy for a parent strategy objective in Planview Portfolios, Work for a parent work objective in Planview Portfolios, or Board for a parent objective in Planview AgilePlace. If you are not using connected OKRs, click Strategy.