Copying goals from another year

You can copy organizational goals from a source year to the selected goal year. Only goals that have not been cascaded from another goal will be copied.

  1. Performance > Administration.
  2. In the Goals pane, click Goal Years.
  3. With the year you want to copy selected, click Actions > Copy Goals From Another Year.
  4. Select Source Goal Year.
  5. Select Finalize Copied Goals to have all copied goals be in Finalized status. If this option is not selected, all copied goals will be in Draft status.
  6. Click OK.