Managing relationships for OKRs

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.

To change a key result's parent objective:

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

2. On the screen, open the key result you want.
3. On the Details tab, click Parent Objective and select the new parent.
4. 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.

To create a new child objective in the same scope as the parent objective:

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

2. Take one of the following actions:
   • 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.
3. 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.
4. Click Start Date to enter the start date for the objective.
5. Click Start Date to enter the end date for the objective.
6. 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.
7. In the Additional Fields section, configure all required fields (if any). For more information about additional fields and custom attributes, see Getting started with objectives and key results (OKRs).

              

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   • 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.

              

8. 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).

To connect two objectives:

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

2. On the screen, open the objective you want to be the parent.
3. In the left pane, click Child Objectives.
4. In the main pane, click Connect existing OKRs.
5. 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.
6. Click all of the objectives you want to be children of the current objective.

              

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   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.

              

7. Click Connect Selected.

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.

To change a child objective's parent objective:

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

2. On the screen, open the objective you want.
3. 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.
4. Click Objectives and select the new parent.
5. Click Save or Save & Close.

Removing a parent-child relationship between objectives

To remove the connection between objectives:

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

2. On the screen, open the parent objective.
3. In the left pane, click Child Objectives.
4. In the main pane, in the child objective you want, click  > Remove Connection.
5. Click OK to confirm.

Connecting activities and work items to a key result

You can connect one or more activities and work items to a key result to help manage the progress of the key result.

To connect activities and work items to a key result:

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

2. On the screen, open the key result you want.
3. In the left pane, click Activities.
4. In the main pane, click Connect existing activities.

   The available activities and work items are displayed in a table with the following information:

   • Name: The name of the activities or work item.
   • Type: The Execution Type for the activities or work item.
   • Status: Indicates whether Work Status is Not Started (Requested), Finished (Completed, Canceled, or Denied), or In Progress (all other work statuses).
   • Planned Start: The Schedule Start date for the activities or work item.
   • Planned Finish: The Schedule Finish date for the activities or work item.
5. Select all of the activities and work items you want to connect to the key result.

              

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   You can filter the available activities and work items by entering text in the Search box.

              

6. Click Connect Selected Cards.

Removing connections between a key result and an activity or work item

To remove the connection between a key result and an activities or work item:

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

2. On the screen, open the key result.
3. In the left pane, click Activities.
4. In the main pane, for the activities or work item you want to disconnect, click  > Remove Connection.
5. Click OK to confirm.