Set project targets

Owned by Matt Kepple
Last updated: Jul 21, 2023
3 min read

You can create project targets for every Progress Tracker.

There are two types of target:

  • All Time targets

  • Deadline based targets

Type of target

What it means

Type of target

What it means

All Time

Each Progress Tracker on your project has one target.

  • You could think of this as the success measure of your project over all time.

  • E.g. if through your project you want to educate 10,000 children, you could set an All Time target of 10,000 against the Children Educated progress tracker.

Deadline-based

You start by setting an End Date (deadline) for each period.

  • You set the End Dates manually, so if you want to report monthly, quarterly or on a more ad-hoc basis, you can.

  • E.g. if you want to educate 100 children in Q1, 110 children in Q2, 130 children in Q3, etc.

When entering Periodic targets, set the number you want to achieve within that period, not the cumulative amount that you want to have achieved by the end of that period including the previous periods.

Makerble automatically calculates the cumulative progress and targets for you.

You can see progress towards target from several places

  • Project page (in the Progress Panel)

  • Progress Board

Steps

Only Project Managers and Organisation Admins are allowed to set targets.

You must add Progress Trackers to your project before you can add targets. Targets are attached to Progress Trackers.

  1. Select My Apps from the top menu

  2. Select Projects

  3. You arrive on the My Projects page

  4. Find the project that you want to set targets for

  5. Select the More Options button for that project

  6. Select Targets

  7. You arrive on the project’s Targets page

  8. Choose Add deadlines (End dates) if you want to set Periodic targets.

    1. You can choose the date of each Deadline (End Date) and can therefore set custom deadlines for your targets

    2. When setting targets for each Deadline (End Date), 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)

    3. A ‘period’ is the time between each deadline columnEnsure that Add deadline

  9. You will see your Progress Trackers on the left and the ability to add dates (Add another deadline) on the right

  10. 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)

  11. Set targets for each Progress Trackers

    1. It is okay to set targets for some Progress Trackers and not others

  12. 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 start your year on

  13. Either type in the new date or use the Date Picker by clicking the calendar icon

  14. Scroll to the bottom and press save once you have finished adding Targets and Deadlines

  15. You return to the Project page

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