Import Goals from Goal Plan

This topic describes how to import goals from another goal plan.

Sometimes you might want to add goals that are very similar to existing goals in another goal plan. You can import goals from a source goal plan to the goal plan you're working on. You need to use the Import action to do this.

Note: The start and end dates of the goal plan into which you want to import the goals must be within the start and end dates of the source goal plan.

1. Open the goal plan.
2. Expand the Goals section.
3. Click Actions > Import.
   You can see the Import Goals page.
4. Select the review period in which you can find the source goal plan.
5. Select the source goal plan from which you want to import goals.
6. Click Save and Close.