How to Perform Bulk Goal Alignment
🚀 How to Perform Bulk Goal Alignment
Have you uploaded your bulk goals? Great! 🎯
Now let’s take a few simple steps to align them. Let’s get started:
1️⃣ Navigate to Bulk Alignment
Go to: Administration > Cycle Management
Click the three dots (⋯) next to the relevant business goals period (yes, that cute “more options” icon 😌)
From the menu, select “Bulk Goal Alignment”
2️⃣ Download the Template
A new window will appear. Here:
📥 Click Download Upload File
3️⃣ Fill in the File
In the downloaded file, write the ID of the parent goal in the rightmost column for each goal you want to align.
To find the parent goal ID, check Column A 😎💻
4️⃣ Upload the File
Once your file is ready, drag and drop it into the designated area 🎯
Click the Upload button to finalize! 🎉
✅ Done!
All your goals are now perfectly aligned. 🧹✨
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