Create a goal in Strategic Planning

task australia Updated Sep 10, 2026 1 min read create-goal-egm.md

Create goals for your portfolio plans and set targets to measure overall goal progress and align goals with your organizational strategic priorities.

Before you begin

Role required: sn_apw_advanced.spw_goal_user and (sn_align_core.apw_user or sn_gf.goal_admin)

About this task

Goals are typically qualitative by nature. Goals should be ambitious and are expected to motivate and challenge your teams.

Only the owner or contributors of the goal can edit the goal.

Note: If you have created goals but don't see them appearing in the portfolio plan, populate the Assigned entity type and Assigned entity fields on the Goal form to display those goals in the portfolio plan.

Procedure

Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select a portfolio plan that you want to create a goal for.
From the Goals page, select New goal.
On the form, fill in the fields.

For a description of the field values, see Goal form.
Select Save.

You can also select Save and add target and add a target for the goal on the flow. For a description of the field values for a target, see Target form.

What to do next

Set targets for the goals. For more information, see Add targets for a goal in Strategic Planning or Configuring target source for target automation.

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---
title: Create a goal in Strategic Planning
description: Create goals for your portfolio plans and set targets to measure overall goal progress and align goals with your organizational strategic priorities.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/create-goal-egm.html
release: australia
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage portfolio plan goals, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Create a goal in Strategic Planning

Create goals for your portfolio plans and set targets to measure overall goal progress and align goals with your organizational strategic priorities.

## Before you begin

Role required: sn\_apw\_advanced.spw\_goal\_user and \(sn\_align\_core.apw\_user or sn\_gf.goal\_admin\)

## About this task

Goals are typically qualitative by nature. Goals should be ambitious and are expected to motivate and challenge your teams.

Only the owner or contributors of the goal can edit the goal.

**Note:** If you have created goals but don't see them appearing in the portfolio plan, populate the Assigned entity type and Assigned entity fields on the Goal form to display those goals in the portfolio plan.

## Procedure

1. Navigate to **Workspaces** &gt; **Strategic Planning Workspace** &gt; **Portfolio Planning**.

2. From the list of portfolio plans, select a portfolio plan that you want to create a goal for.

3. From the Goals page, select **New goal**.

4. On the form, fill in the fields.

For a description of the field values, see [Goal form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/goal-form-egm.md).

5. Select **Save**.

You can also select **Save and add target** and add a target for the goal on the flow. For a description of the field values for a target, see [Target form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/target-form-egm.md).

## What to do next

Set targets for the goals. For more information, see [Add targets for a goal in Strategic Planning](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/set-targets-for-goal-egm.md) or [Configuring target source for target automation](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/scenario-planning-in-spw/setting-targets-for-a-goal-and-automating-the-actual-value-using-agf-apw.md).