---
title: "Goals module"
canonical: "https://support.appfire.com/space/SPM/1918535323/Goals%20module"
format: markdown
---
> Macro (aura-html)

# Goals module (old navigation)

<details>
<summary>Click to expand the guide</summary>

## Overview

The Goals module is a high-level board based on an agile schedule comprising Program Increments.

You can configure it for Program Increments for a specific duration. Once the board is properly configured, you can set your goals for the coming PI. 

There are two [types of goals](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918505418) you can add to the goals board:

- Jira Issue-based goals
- basic goals

You can also track the status of your goals: see if they are still open, completed, failed, abandoned, etc.

With the SAFe®-based goals, you can effectively manage Program Increments and Iteration goals.

Compared to the [Board module](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918796888), it focuses on high-level planning, including forecasts and commitments, rather than particular tasks.

Also, this module lets you communicate what your Teams are working on to everyone interested.

> ℹ️ You must first create sub-boxes (such as Program Increments and Iterations).

![objectives-module-main.png](media://530ef58f-b18f-4b51-bf93-903740b2c61e)

## Main features

The table below describes the main features of the Goals module:

| **Feature** | **Description** |
| --- | --- |
| [Timebox lifecycle](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918829911) | You can change the status of a Timebox in the Overview module or by clicking the "Info" icon in the Timebox header.<br>- Not started – will be executed in the future, so it is still under planning
- In progress – current Timebox
- Closed – already completed<br>All the following transitions between statuses are allowed (edit mode needs to be enabled first). |
| Full-screen mode | Use this mode to hide Jira's and shared app headers. |
| [Reports](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918831135) | There are two levels of reporting by the status of goals:<br>- Upper level (for example: Program Increment or Project phase)
- Lower level (for example: Iteration) |
| [Team picker](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918764762) | Select the agile teams to be displayed on the goals board. |
| [Timeline with markers](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918405583) | Dynamic timeline with "Today" and "Zoom" buttons. Click the timeline arrows to navigate between Iteration and Program Increments or to add a Marker or an important event.<br>Change the scale to fit up to three Program Increments in the current view. |
| View | You can choose between several view modes to display the information you need:<br>- Select the compact mode to fit in more goals and goals
- Change the [Achievement](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918504474) data count by Status or Business Value
- [Heatmap mode](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918503549) - Enable this mode to color-code goals. You can color them manually or based on the goal status. For example, color coding can represent the health status using the traffic light convention<br>![achievement.png](media://1138f020-d7eb-46f3-8c74-59baac299403)<br>Swimlanes are displayed in alphabetical order and cannot be rearranged. You can expand/collapse all swimlanes by clicking above them.<br>![main-objectives-first-column.png](media://1452e2cd-02a4-4b4a-b3e0-ec25989cbaf5) |
| [Sort](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918507005) | Sort goals in ascending or descending order by:<br>- Probable Business Value
- Actual Business Value |
| [Export](https://appfire.atlassian.net/wiki/spaces/BTc) | You can Export the Board module data using the **Export** button:<br>![export-icon-2.png](media://756bb544-c308-4a46-92c2-3cb494d2cfbc)<br>![export-data-window.png](media://deb17329-b877-40f0-af4b-7a8e545f751f) |
| [Add](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918864284) and edit goal | Goals can be defined as:<br>- Committed
- Uncommitted (i.e., not included in the Achievement)<br>Each goal can be set using:<br>- Basic goals – just like with basic tasks, such goals will only be visible in the app and not in Jira
- Jira issues – pick from the list of created Jira issues. Any issue type can be an goal, but it is recommended to have a dedicated issue type for the purpose |
| [Goal's lifecycle](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918505492) | Review the goals (as in SAFe during the System Demo) and change their status using the following options:<br>- Completed – the goal is completed and will not be moved to the next box
- Failed – the goal will be moved to the next box
- Abandoned – the goal will not be moved to the next box
- Continue – the goal will be continued in the next box
  - Set as stretch – additional goal with variable value (if time permits) |
| [Heatmap mode](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918503549) | When the heatmap mode is enabled, you can color-code the goals displayed. You can use color coding in different ways, one of which is to monitor the health status of ongoing goals. |
</details>

# Goals module (new navigation)

<details>
<summary>Click to expand the guide</summary>

## Overview

The Goals module is a high-level board based on an agile schedule comprising Program Increments.

You can configure it for Program Increments for a specific duration. Once the board is properly configured, you can set your goals for the coming PI. 

There are two [types of goals](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918505418) you can add to the goals board:

- Jira work item-based goals
- Basic goals

You can also track the status of your goals, see if they are still open, completed, failed, abandoned, etc.

With the SAFe®-based goals, you can effectively manage Program Increments and Iteration goals.

Compared to the [Board module](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918796888), it focuses on high-level planning, including forecasts and commitments, rather than particular tasks.

Also, this module lets you communicate what your teams are working on to everyone interested.

> ℹ️ You must first create sub-boxes (such as Program Increments and Iterations).

See the video to learn more.

 

## Main features

The table below describes the main features of the Goals module:

| **Feature** | **Description** |
| --- | --- |
| [Timebox lifecycle](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918829911) | You can change the status of a timebox in the Overview module or by clicking the **More actions (…)** icon in the timebox header.<br>- Not started – will be executed in the future, so it is still under planning
- In progress – current Timebox
- Closed – already completed<br>All the following transitions between statuses are allowed (edit mode needs to be enabled first).<br>![Screenshot of the More actions button next to a timebox in the Objectives module.](media://c0d07e29-69d8-45f2-a049-98b0fc1b9abf) |
| [Reports view](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918831135) | There are two levels of reporting by the status of goals:<br>- Upper level (for example: Program Increment or Project phase)
- Lower level (for example: Iteration)<br>![Screenshot of the Reports view in the Objectives module.](media://2d1b609b-ec31-4698-80f6-afc81bcf80e2) |
| [Team picker](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918764762) | Select the agile teams to be displayed on the goals board. |
| [Timeline with markers](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918405583) | Dynamic timeline with "Today" and "Zoom" buttons. Click the timeline arrows to navigate between Iteration and Program Increments or to add a Marker or an important event.<br>Change the scale to fit up to three Program Increments in the current view. |
| View | You can choose between several view modes to display the information you need:<br>- Select the compact mode to fit in more goals.
- Change the [Achievement](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918504474) data count by Status or Business Value
- [Heatmap mode](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918503549) - Enable this mode to color-code goals. You can color them manually or based on the goal status. For example, color coding can represent the health status using the traffic light convention<br>![Screenshot of the View menu in the Objectives module.](media://e047ce2a-31da-45ee-b7ae-c87626d860d0)<br>Swimlanes are displayed in alphabetical order and cannot be rearranged. You can expand/collapse all swimlanes by clicking above them.<br>![Screenshot of the swimlanes in the Objectives module.](media://a67e08a7-afc3-47a4-b47d-1f108b9eb2e1) |
| View > [Sort](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918507005) | Sort goals in ascending or descending order by:<br>- Probable Business Value
- Actual Business Value<br>![Screenshot of the sorting options in the Objectives module.](media://746d70be-0560-48f6-842e-d2112d347c41) |
| [Export](https://appfire.atlassian.net/wiki/spaces/BTc) | You can export the Goals module data using the **Export** button.<br>![Screenshot of exporting data from the Objectives module.](media://2e32c77a-b91c-4ad5-8d7c-83204521aec9) |
| [Add](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918864284) and edit goal | Goals can be defined as:<br>- Committed
- Uncommitted (i.e., not included in the Achievement)<br>Each goal can be set using:<br>- Basic goals – just like with BigPicture tasks, such goals will only be visible in the app and not in Jira.
- Jira work items – pick from the list of created Jira work items. Any work item type can be an goal, but it is recommended to have a dedicated work item type for the purpose. |
| [Goal's lifecycle](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918505492) | Review the goals (as in SAFe during the System Demo) and change their status using the following options:<br>- Completed – the goal is completed and will not be moved to the next box
- Failed – the goal will be moved to the next box
- Abandoned – the goal will not be moved to the next box
- Continue – the goal will be continued in the next box
  - Set as stretch – additional goal with variable value (if time permits) |
| [Heatmap mode](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918503549) | When the heatmap mode is enabled, you can color-code the goals displayed. You can use color coding in different ways, one of which is to monitor the health status of ongoing goals. |
</details>