Plan Setup – Targets
Plan targets allow you to set and track performance goals directly against a plan. They are based on target hierarchies, which are created and managed at the subsidiary or parent level.
Before you begin
A target hierarchy must include "Plan" as a hierarchy level before it becomes available in Plan Setup. If no hierarchies appear in this section, one has not yet been configured at the required level. Learn how to create a target hierarchy here.
Setting Plan Targets
To set targets for a plan, follow these steps:
Go to Plan Setup: Open the plan and click "Plan setup" in the left menu.
Open the Targets section: Click "Targets" in the Plan Setup navigation.
Select a hierarchy: Choose the target hierarchy you want to use for this plan.
Enter your targets: Input the target numbers for each applicable measure in the hierarchy.
Fiscal Quarter Reporting
If your fiscal year starts January 1st, reports and charts default to "Fiscal Quarter" instead of the calendar quarter for quarterly-grain reporting, unless calendar quarter is explicitly part of your naming convention. If you'd like this changed, reach out to your Camphouse contact to request it.