| Info |
|---|
Only Project Managers and Organisation Admins are allowed to set targets. |
Steps
| Note |
|---|
You need to must add goals Progress Trackers to your project before you can add targets. Targets are attached to goals and sub goalsProgress Trackers. |
Launch the Select My Apps ribbon from the top menu
Select Projects
You arrive on the My Projects page
Find the project that you want to set targets for
Select the More Options button for that project
Select Targets
You arrive on the project’s Targets page
You should only tick the Cumulative Annual and Cumulative All-Time tick boxes once you have saved your most recently added set of targets. (I.e. press save, then return to the Targets page and then tick the Cumulative tick boxes)
Set targets for each goal and sub goal
It is fine to set targets for some goals Progress Trackers and not others
Choose Add deadlines if you want to set Monthly or Quarterly targets.
You can choose the date of each Deadline and can therefore set custom deadlines for your targets
When setting targets for each Deadline, enter the actual figure for that ‘period’, rather than the cumulative figure. (This is because Makerble will automatically calculate the cumulative figure for that period)
A ‘period’ is the time between each deadline column
If for progress tracking purposes your year starts on a date other than 1st January, use the Year Start Date to pick an alternative date to base your year from
Press save
You return to the Project page