Bookshelf v7.5: Creating an Objective

Some of the fields in an Objectives record are described in the following table.


Field	Comments
Objective	Required.
Parent Objective	If this objective is a subgoal of another objective, select the parent objective. The parent objective defines some of the criteria for all of its child objectives. for instance, child objectives are constrained to the products associated with the parent objective, if any. You can create parent objectives without completing the Parent Objective field. You must complete the Parent Objective field when creating child objectives. Parent-child relationships between objectives can be viewed in the Objectives Explorer view. Note that child objectives are not constrained by the organization or team definitions of the parent objectives.
Type	The type of objective being created; for example, a promotion or a marketing type of objective. Selecting the type of objective does not drive any other functionality within the product.
Description	A few words which describe the purpose of the objective.
Period	The period of time during which an objective must be completed.
End Date	The ending date of an objective. It must fall within the objective's time period.
Organization	The organization will constrain the target accounts that will be available to associate with the objective.
Team	Multiple people can be assigned to the objective's team.
Actual	This data must be imported by the Siebel administrator using EIM. You cannot manually edit this field.
Last Actual Update	This date must be added by the Siebel administrator using Siebel EIM, after the Actual data has been updated. You cannot manually edit this field.