Create Business Case goals
As part of creating a Business Case, you can create a set of goals to define the objectives of a project. Business Case goals are used to communicate to the Portfolio Manager or the Project Sponsor the purpose of completing a project.
Consider the following when creating Business Case goals for your projects:
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Business Case goals are project-specific. You cannot copy goals from one project to another, nor establish goals at the system level. They must be defined at the level of each project.
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Your Adobe Workfront administrator or group administrator must enable the Goals section for your projects before it displays in the Business Case of your projects. For information about enabling Business Case fields for projects, see Configure system-wide project preferences.
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Goals are not a mandatory section in the Business Case of a project.
A project can receive a score to be prioritized in the Portfolio Optimizer, even if the Goals section of the Business Case is not defined.
For more information about the Portfolio Optimizer score, see Apply a scorecard to a project and generate an Alignment Score.
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You cannot report on Business Case goals.
Access requirements
You must have the following access to perform the steps in this article:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Add a goal to the Business Case of a project
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Go to a project for which you want to define Business Case goals.
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Click Business Case in the left panel.
The Business Case displays.
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In the Goals section, click Edit Goals.
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Specify your goals.
In the Importance drop-down menu, select the level of importance:-
Highest
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High
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Medium
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Low
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Lowest
You cannot customize the Importance levels of goals.
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(Optional) To add another goal, click Add Another Goal and repeat Step 5 and Step 6.
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Click Save.