Goal details (form) [AX 2012]

Updated: March 9, 2011

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.

The following tables provide descriptions for the controls in this form.

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.

Field

Description

Worker

Select the worker who is to achieve the goal.

NoteNote

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.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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