Once all the actions associated with an objective have been completed, the objective itself can be completed.
Open an account
Under the Navigation tab click Business Planning
On the Business Plan Objectives list click to select the objective you wish to complete
Under the Actions tab click Edit Objective
Update the Status field to show the objective is complete
The Percent Complete field will automatically update to 100
Click the Update button to confirm the completed objective
Depending on your system set-up, you may also have a section to record the outcome
In the Outcome section, click the calendar button and select the completion date
Click in the value field and record any numeric value that your organisation requires
Click in the Description field to add any notes relevant to the completion of the objective
Click the Update button to confirm the completed objective
On the Timeline tab, hover over the objective indicator to view the details
