Setting a Business Classification Goal
To set a goal for a business classification from the Project Classifications page:
- From the Project Settings menu at the top of any page, select Setup Business Classifications.
The Project Classifications page displays.
- From the Project Classifications page, select the gear icon in the line for the business classification to in need of a goal.
- Select Set Goals.
A Set Goals dialogue box displays.
- In the dialogue box, enter a goal percentage for each value. The total goal percentage of these values cannot not exceed 100%.
- (Optional) Select the Track commitments at prime subcontractor level tick box to track individual goals for Prime Subcontractors and their Sub-Tiers working on a project.
A table with all of your Subcontractors working on the project displays.
- Choose whether to have a Subcontractor commit to a business classification goal.
- Enter individual percentages for each committed goal. Each Subcontractor can have its own unique goal to achieve.
- Select Save.
The dialogue box closes and a confirmation displays, confirming you updated a goal.
Last Published Wednesday, July 10, 2024