Creating Plan Targets – New Structure and How It Works
Why this has changed
Previously, when a user created a target at Plan Target level, it was actually created at organisation level. This meant the target was not limited to that specific plan, even though it appeared that way.
Over time, this led to:
Many unstructured and unconnected targets across the organisation
Confusion about where targets were stored and who they affected
Duplicated or misaligned targets
Difficulty getting a clear overview
Unnecessary administrative work when creating new plans
Because targets were effectively organisation-wide, creating them from inside a single plan often caused unintended structural changes.
To solve this, we have introduced a structured hierarchy model. Targets must now be created and managed at global or subsidiary level, not inside individual plans. This ensures better governance, consistency, and scalability.
How to Create a Target Hierarchy for Plans
Create the hierarchy
Create your target hierarchy at either:
Global level (applies across the organisation), or
Subsidiary level (applies within a specific subsidiary)
Define the structure and relationships between targets according to how you want plans to be structured and aligned across the organisation.
Manage the hierarchy
Where you can edit the hierarchy depends on where it was created:
If the hierarchy is created at subsidiary level, it can only be edited within that subsidiary.
If the hierarchy is created at global level (With hierarchy Organisation → Plan -> ), it can be edited at global level.
This ensures the hierarchy is managed in the same scope where it was originally set up, so changes are controlled and don’t unintentionally affect other parts of the organisation.
Create new plans
When a new plan is created, the predefined target hierarchy is automatically available. There is no need to recreate targets or rebuild the structure.
What This Means in Practice
Targets are created intentionally in a structured hierarchy
New plans automatically inherit the correct targets
There is one clear overview of all plans within the hierarchy
Targets remain consistent across plans
The risk of accidentally creating organisation-wide targets from inside a plan is removed
Administrative work is significantly reduced
This new approach creates a cleaner data structure and makes plan targets easier to manage long term, especially for organisations working with multiple plans across subsidiaries.