Associating the primary goal or target for work items
concept australia Updated Sep 10, 2026 2 min read associating-primary-goal.md
You can associate a goal or target as the primary for the work and planning items where the items contribute to achieving the goal or target. You need different roles to set a goal or target as the primary for work and planning items.
You can associate a goal or target as primary to work and planning items by populating the Primary goal and Primary target fields on the Project, Demand, Program, Feature, Epic, and Planning item forms.
You can also associate non-primary goals or targets to work and planning items from the Goal/Target Relationships related list on the Project, Demand, Program, Feature, Epic, and Planning item forms.
Once you associate work and planning items to goals or targets, you can check these relationships directly in the goal's or target's related list or in the respective work or planning item’s related list.
The following table describes how the primary goal or target can be set for each work and planning item.
|
Work / Planning item |
Plugin required |
Role required |
Steps to associate the primary goal |
|---|---|---|---|
|
Project |
PPM Standard |
project_manager |
|
|
Demand |
PPM Standard |
demand_manager |
|
|
Program |
PPM Standard |
program_manager |
|
|
Feature |
Agile Development 2.0 |
rm_feature_admin |
|
|
SAFe Feature |
Scaled Agile Framework |
safe_art_user or safe_admin |
|
|
Scrum Epic |
Agile Development 2.0 |
scrum_story_creator |
|
|
SAFe Epic |
Scaled Agile Framework |
safe_art_user |
|
|
Planning item (Project, Demand, and Scrum/SAFe Epic) |
Strategic Planning |
sn_align_core.apw_user |
|
180 lines · 4.2 KB
--- title: Associating the primary goal or target for work items description: You can associate a goal or target as the primary for the work and planning items where the items contribute to achieving the goal or target. You need different roles to set a goal or target as the primary for work and planning items. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/goal-framework/associating-primary-goal.html release: australia product: Goal Framework classification: goal-framework topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Manage goals, Goal Framework and Goal Framework for SPM, Strategic Portfolio Management] --- # Associating the primary goal or target for work items You can associate a goal or target as the primary for the work and planning items where the items contribute to achieving the goal or target. You need different roles to set a goal or target as the primary for work and planning items. You can associate a goal or target as primary to work and planning items by populating the **Primary goal** and **Primary target** fields on the Project, Demand, Program, Feature, Epic, and Planning item forms. You can also associate non-primary goals or targets to work and planning items from the Goal/Target Relationships related list on the Project, Demand, Program, Feature, Epic, and Planning item forms. Once you associate work and planning items to goals or targets, you can check these relationships directly in the goal's or target's related list or in the respective work or planning item’s related list. The following table describes how the primary goal or target can be set for each work and planning item. <table id="table_sb2_g2y_gpb"><thead><tr><th> Work / Planning item </th><th> Plugin required </th><th> Role required </th><th> Steps to associate the primary goal </th></tr></thead><tbody><tr><td> Project </td><td> PPM Standard </td><td> project\_manager </td><td> 1. Open the required project. 2. On the form, enter the goal or target that you want to associate to the project in the **Primary goal** and **Primary target** fields respectively. </td></tr><tr><td> Demand </td><td> PPM Standard </td><td> demand\_manager </td><td> 1. Open the required demand. 2. On the form, enter the goal or target that you want to associate to the demand in the **Primary goal** and **Primary target** fields respectively. </td></tr><tr><td> Program </td><td> PPM Standard </td><td> program\_manager </td><td> 1. Open the required program. 2. On the form, enter the goal that you want to associate to the program in the **Primary goal** and **Primary target** fields respectively. </td></tr><tr><td> Feature </td><td> Agile Development 2.0 </td><td> rm\_feature\_admin </td><td> 1. Open the required feature. 2. On the form, enter the goal or target that you want to associate to the feature in the **Primary goal** and **Primary target** fields respectively. </td></tr><tr><td> SAFe Feature </td><td> Scaled Agile Framework </td><td> safe\_art\_user or safe\_admin </td><td> 1. Open the required feature. 2. On the form, enter the goal or target that you want to associate to the feature in the **Primary goal** and **Primary target** fields respectively. </td></tr><tr><td> Scrum Epic </td><td> Agile Development 2.0 </td><td> scrum\_story\_creator </td><td> 1. Open the required epic. 2. On the form, enter the goal or target that you want to associate to the epic in the **Primary goal** and **Primary target** fields respectively. </td></tr><tr><td> SAFe Epic </td><td> Scaled Agile Framework </td><td> safe\_art\_user </td><td> 1. Open the required epic. 2. On the form, enter the goal or target that you want to associate to the epic in the **Primary goal** and **Primary target** fields respectively. </td></tr><tr><td> Planning item \(Project, Demand, and Scrum/SAFe Epic\) </td><td> Strategic Planning </td><td> sn\_align\_core.apw\_user </td><td> 1. Open the required planning item. 2. On the form, enter the goal or target that you want to associate to the planning item in the **Primary goal** and **Primary target** fields respectively. </td></tr></tbody> </table>
| title | Associating the primary goal or target for work items |
| description | You can associate a goal or target as the primary for the work and planning items where the items contribute to achieving the goal or target. You need different roles to set a goal or target as the primary for work and planning items. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/goal-framework/associating-primary-goal.html |
| release | australia |
| product | Goal Framework |
| classification | goal-framework |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Manage goalsGoal Framework and Goal Framework for SPMStrategic Portfolio Management |