Display the priorities and goals on the project form

task australia Updated Sep 10, 2026 1 min read configure-project-form.md
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If you are an existing user, configure the project form to upgrade to the Goal Framework. The benefit of the Goal Framework is that it enables you to set targets for goals. You can also define strategic priorities and associated goals as part of the organization's strategic plans.

Before you begin

Role required: sys_admin

About this task

If you have preconfigured forms, you must do this configuration to make the new framework features and fields available. The following images show the form fields before and after configurations.

[Omitted image "before-config.png"] Alt text: Before configuration of new fields, the framework has the Strategies field and the Goals field.

[Omitted image "after-configuration.png"] Alt text: After configuration of new fields, the framework has the Strategic priority field and the Primary goal field.

The same procedure can be performed on the Demand and Program forms as well. For more information, see Goal framework.

Procedure

  1. Navigate to All > Project > Projects > All.

  2. Open a project.

  3. Click the additional actions icon ([Omitted image "additional-information.png"] Alt text: Additional actions icon.) and do the following:

    1. Click Configure.

    2. Click Form Layout.

    3. Under the Form view and section, set the View name field to the view that has the goal and strategy Glide list.

    4. Under the Form view and section, set the Section field to Business Case.

    5. In the Available list, select Primary goal [+] and click the tree workflow icon ([Omitted image "tree-workflow.png"] Alt text: Tree workflow icon.).

    6. In the Available list, double-click Strategic priority [+].

      The Selected list shows Primary goal.Strategic priority.

    7. Click Save.

    Repeat this step for all the views that have the goal and strategy Glide list, such as Score and Financial.

Result

The Project form shows the Strategic priority field and the Primary goal field.

Parent Topic:Create an Operational Sustainability Management (formerly ESG Management) goal

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