Edition:Growth, Corporate, Enterprise

Audience: Target Admin

Setting and Editing Targets in OneView

This article explains how to set and edit targets for users in OneView. You can also set targets in Targets Admin and OnPoint.

Set a Target

1. Navigate to the OneView page belonging to the required group or user.
2. Click the metric you wish to set the target against.
3. Once the clickthrough has opened, click on the Targets tab.
   
4. Click Add New Target to open the target config.
   
5. Set the target value, choose the period, and (if wanted) make the target a priority by clicking the star.
   
   
   • In addition to the start date, you can enter an end date and a free text note if required. This note is only visible to other target admins and cannot be seen by users who do not have this permission enabled.
6. Click Add to save your new target.

Edit or Delete a Target

Editing a target will change its history. If you want to increase or decrease an existing target, create a new target to supersede the previous one. Deleting a Target will erase its history. Typically, you should only use this option if you have created a target with an error.

1. Navigate to the OneView page belonging to the required group or user.
2. Click the metric you wish to edit / delete a target against.
3. Once the clickthrough has opened, click on the Targets tab.
   
4. Click Edit Targets.
   
5. Click into any of the fields against a target to edit them, or click the red cross to delete a target.
   
   
   • If you select to delete a target, a notice will appear to inform you that this will permanently delete the target. If you are happy to proceed, click Yes.
6. Click Save Changes at the top of the window for your edits / deletions to take effect. Clicking Cancel Changes will undo any unsaved changes, allowing you to start over.