1. Types of Targets
There are several types of targets in the Planner application, according to the table below
Type of target | Description | Example |
|---|---|---|
Objective | Ambitious, qualitative descriptions of what you want to achieve. Answers the question: Where do we need to go? Should be:
| Increase the company revenue by 10% in the next two quarters |
Key Result | Set of metrics that measure your progress towards the objective. Answers the question: How do I know that I am getting to Objective? The key result can be measured by the per cent or quantity of something. Progress of a Key Result directly affects progress |
.
|
Initiative | A small goal or a specific action you need to do to achieve a small goal (other Initiative), Key Result or bigger goal (Objective). Please, pay attention, that at the moment | Perform regression testing to identify critical errors. |
Milestone | A scheduled end date is when the planned goals and results are to be achieved. Please, pay attention, that at the moment | Planned release 29.03.2022. |
2. Types of Relationships
In the Planner application, there are three types of links:
Type of Link | Description |
|---|---|
Parent-Child |
|
Dependencies (Start/Finish) |
|
Contribution |
This type shows that the work for achieving common results is performed in the same area |
2.1 Parent-Child
Constraints of the parent-child relationship:
An Objective target cannot have a parent target. Only Key Results can be children to an Objective.
A Key Result target cannot have child targets.
Initiatives can have as many nested levels of targets as you need.
Each parent target inherits the progress of child targets.
The parent-child relationship can be applied to the targets that belong to the same unit.
2.1.1 Dependencies (Start/Finish)
Time dependencies are 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 on the same day when the main target is finished |
Start to finish | The linked target must be finished on the same day when the main target is started |
Finish to finish | Both linked targets must be finished on the same day |
Start to start | Both linked targets must be started on the same day |
When you move a target that has any time dependencies, the system moves linked targets to save the correct time dependency.
2.2 Contribution
2.2.1 Contributes To
The Contributes To the type of relationship is available for such types of targets as:
Objective → Objective;
Initiative or Milestone → Objective, Key Result, Initiative, Milestone.
This type of relationship shows that the target you try to link with others, contributes to the achieving results that are 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%".
3. Color Indication of Gantt Chart
The Planner Gantt chart uses four colors to display the status and progress of the workflow targets.
Status Name and Color | Description |
|---|---|
GRAY
| NOT STARTED The target doesn't have progress and its start date is in the future |
GREEN
| ON TRACK The target has progressed and it goes according to the plan OR COMPLETE The target is accomplished and the progress is 100% |
ORANGE (AMBER)
| AT RISK Displays an incomplete target (it may have progressed or not), |
RED
| OFF TRACK The target is incomplete and in a dangerous state (if actual completion doesn't meet expected completion in more than 25 percent) |