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Targets

Set and manage targets to guide planning, control budgets, and track performance.

3 authors13 articles
Target Creation Levels & Views and AccessLearn how targets work across Parent, Subsidiary, and Plan levels, including visibility rules and access by protected tags.
Targets Overview – Functionality and UI GuideLearn how to navigate the new Targets Overview page, explore its layout, and manage target hierarchies across different levels.
Enter and Update Targets in the Targets OverviewLearn how to enter target values directly from the Targets overview and understand how pacing and rollups work.
Create or Edit a Target HierarchyLearn how to create and manage target hierarchies to set, compare, and track performance goals.
Configure Target Approval Steps (Limited Release)Manage and customize target approval workflows to ensure changes are reviewed and approved by the right people before going live.
Target VersionsSave and compare versions of your targets to track how budgets and goals evolve over time.
Send and Approve Targets (Limited Release)Learn how to send targets for approval and how to review and approve incoming target request
Targets TimelineView and update your targets for a selected period in a clear timeline view.
Over-allocation CapOver-allocation cap prevents overspending by capping planning fields to set budget limits in Camphouse, ensuring accuracy and control.
Customize the Target ViewLearn how to filter and configure what you see when viewing a selected target from the Targets overview.
Targets in ReportsLearn how to include targets in charts to visualize target data and compare it with other data sources in your reports.
Creating Plan Targets: What’s Changed and How It Works NowPlan targets are now created through a structured target hierarchy instead of inside individual plans. This change improves consistency, visibility, and long-term scalability across organisations.
Plan Setup – TargetsLearn how to select a target hierarchy and enter performance targets for a plan directly from Plan Setup.