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1. Types of Targets

There are four types of targets in the Planner application: OKR, Key Result, Initiative, and Milestone.

Type of target

Description

Example

OKR

An Objective according to the OKR methodology, this is a big and ambitious goal. An OKR is to be formulated as a short sentence, understandable for the entire team. The grade of achieving this goal is measured by Key Results.

Increase system performance.

Key Result

A desired result after performing a series of actions. Reaching the result, you can understand how much the OKR is accomplished. Key result can be measured by percent or quantity of something.

Increase the ability for users to work simultaneously by 15%.

 

Initiative

A small goal or a specific action you need to do for achieving a small goal (other Initiative), Key Result or bigger goal (OKR).

Perform regression testing to identify critical errors.

Milestone

A scheduled end date when the planned goals and results are to be achieved.

Planned release 29.03.2022.

2. Types of Relationships

In the Planner application there are two types of links.

Type of Link

Description

Type of Relationship

Hard link

  • Targets become dependent on each other.

  • Change of one target leads to the change in the other connected targets.

  • Parent-Child

  • Dependencies (Time Dependencies)

Soft link

  • Targets are independent on each other.

  • Change of one target doesn't lead to the change in the other connected targets.

This type shows that the work for achieving common results is performed at the same area.

  • Contribution (Contributes by)

  • Contributes to

This section describes types of relationship for a hard link in more details.

2.1.1 Parent-Child Relationship

This type of relationship is available for OKR → Key Result, Initiative → Initiative, Milestone → Initiative, and Initiative → Milestone.

The parent-child relationship can be applied to the targets that belong to the same unit.

Constraints of parent-child relationship

  • An OKR target cannot have a parent target.

  • A Key Result target cannot have child targets.

  • Initiatives and Milestones can have as many nested levels of targets as you need.

  • Each parent target inherits the progress of child targets.

2.1.2 Dependencies (Time Dependencies)

This type of relationships is available only for Initiatives and Milestones, which can belong to different units.

There are four time dependencies:

Dependency

Description

Finish to start

The linked target must be started in the same day when the main target is finished

Start to finish

The linked target must be finished in the same day when the main target is started

Finish to finish 

Both linked targets must be finished in the same day

Start to start 

Both linked targets must be started in the same day

When you move a target that have any time dependencies, the system moves linked targets in order to save correct time dependency.

This section describes types of relationship for a soft link in more details.

Both the Contribute To and Contribute By types of relationship are available for targets in different units.

2.2.1 Contributes To Relationship

The Contributes To type of relationship is available for such types of targets as:

  • OKR → OKR;

  • Initiative or Milestone → OKR, Key Result, Initiative, Milestone.

This type of relationship shows, that the target you try to link with others, contributes to the achieving results that planned in the linked targets.

Example: You have the target "To set advertising campaign to attract a new audience" and it contributes to the target "To increase the number of active users by 30%".

2.2.2 Contributes By Relationship

The Contributes By type of relationship is available for such types of targets as:

  • OKR ← OKR, Initiative;

  • Key Result ← Initiative or Milestone;

  • Initiative or Milestone ← Initiative or Milestone.

This type of relationship shows, that the target you try to link with others, gets contribution in its results from the linked targets.

The Contributes By type of relationship is opposite to the Contributes To type.

3. Color Indication of Gantt Chart

The Planner Gantt chart uses four colors to display status and progress of the workflow targets.

Status Name and Color

Description

GRAY

 

NOT STARTED

The target doesn't have a progress and and its start date is in the future

GREEN

 

 

ON TRACK

The target has a progress and it goes according to the plan

OR

COMPLETE

The target is accomplished and the progress is 100%

ORANGE

 

 

AT RISK 

Displays an incomplete target (it may have progress or not) but it goes slightly not according to plan

RED

 

OFF TRACK

The target is incomplete and in a dangerous state

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