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.
