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

Steps

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. 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)

  9. Set targets for each goal and sub goal

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

  10. Choose Add deadlines if you want to set Monthly or Quarterly targets.

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

    2. 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)

    3. A ‘period’ is the time between each deadline column

  11. 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

  12. Press save

  13. You return to the Project page

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