Goal details (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Human resources > Periodic > Performance > Goal details.
Click Human resources > Common > Workers > Workers. Select a worker. On the Action Pane, click Worker tab > Related information group > Development > Goal details.
Use this form to set up and manage goals for workers.
After a goal is set up, you cannot add or modify information about the goal. You only can add comments to a goal. This is to ensure that information in the goal remains consistent.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
General |
Enter or view information about a goal. |
Activities |
Enter or view activities for the goal. |
Comments |
Enter or view comments about the goal. Comments also can be entered after the goal is in progress to indicate changes to the goal. |
Fields
Field |
Description |
|---|---|
Worker |
Select the worker who is to achieve the goal. Note This field is available only when you open this form from the Human resources area page. |
Goal |
Enter a unique name for the goal. |
Description (General tab) |
Enter a description of the goal. |
Goal type |
Select the goal type for the goal.
The information in this field is maintained in the following form: Goal types (form). |
Goal heading |
Select a heading for the goal.
The information in this field is maintained in the following form: Goal headings (form). |
Weight |
Enter a number to indicate the importance of the goal. |
Status |
Select the status of a worker’s progress toward achieving the goal. |
Approval |
Select the approval status of the goal. |
Start date |
Select the date when the goal is active. |
End date |
Select the date when the goal must be achieved. |
Date finished |
Select the date when the goal was achieved. |
Closed by worker |
Select the worker who closed the goal. |
Closed by manager |
Select the manager who closed the goal. |
Measure |
Select the unit that you are using to measure performance toward the goal. |
Target |
Enter a target value for the goal. |
Actual |
Enter the actual value achieved. |
Estimated resource time |
Enter an estimated amount of resource time required to achieve the goal. |
Estimated resource cost |
Enter an estimated cost required to achieve the goal. |
Actual resource time |
Enter the actual amount of resource time that was used to achieve the goal. |
Actual resource cost |
Enter the actual cost of achieving the goal. |
Activity |
The activity name. To add another activity to the goal, click Add and enter information about the activity. |
Description (Activities tab) |
The description of the activity. |
Completed |
Indicates that the activity has been completed. |
Note (Activities tab) |
Additional information about the activity. |
Created date and time |
The date and time when the comment was entered. |
Worker |
The name of the worker who entered the comment. |
Note (Comments tab) |
Additional information about the goal. To add another comment to the goal, click Add and enter your comment. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).