Copying goals to another year

Administrators can copy an organizational goal (or a number of goals) to another year.

  1. Access Administrator > Setup > Goals > Goal Years.
  2. With the goal you want to copy selected, click Actions > Copy Goal To Another Year.
  3. Select Goal Year and specify Start Date.
  4. Select Finalize Copied Goal to have all copied goals be in Finalized status. If this option is not selected, all copied goals will be in Draft status.
  5. Click OK.