What is a Target House?

A Target House is where a Unit stores their Targets for a given Fiscal Year. Think of it as a space that combines a Unit and a Fiscal Year, where Unit managers can look at their Unit's Targets for that year in context.

Unit
+
Fiscal Year
→
Target House

Target Houses sit above Targets: each one holds all of a Unit's Targets for the year. Once the Targets are in place, the Target House is approved to make it valid for the Fiscal Year.

Creating and managing Target Houses

Creating a Target House

Go to Target Houses in the Target Management area. Tap the Add (+) button at the bottom-right of the screen. A creation modal will pop up. Fill out the required fields. Here is what each field stands for:
FieldDescription
UnitThe Unit the Target House belongs to. See Managing Units.
Fiscal YearThe Fiscal Year the Target House refers to. See Managing Calendars.
OwnersResponsible for the development of the Target House. Default to the Unit owners, but can be changed.
ApproversA Target House–specific role: those who approve the Target House for the Fiscal Year. Default to the Unit approvers, but can be changed.
Tap Create Target House and you're done! In the Target House Detail page, tap the More Options button at the top-right of your screen. Choose Delete Target House. A confirmation modal will appear. Provide the necessary information to confirm you understand the consequences. Tap Delete Target House and you're done! Please note: deleting a Target House will also delete all of the Targets contained within it. This cannot be undone. If you want to keep them, move all the Targets out of the Target House before deleting it.

Target House approval

Approval is done by the Target House's Approvers — see Context-level roles.

Requesting Target House Approval

After creating all of your Targets, you must approve your Target House to make it valid for the Fiscal Year:

In the Target House Detail view, go to Status. Tap Request Approval. A comment box will appear. Provide a comment to help the approver notice any important information as they review. Tap Submit approval request and you're done!

After submitting, the Target House status changes to Pending approval and the Approver(s) are notified to review and submit their decision.

Approving a Target House

As a Target House approver, you'll review approval submissions and provide approval or instructions for changes:

Go to the Target House Detail view, under the Status tab. On the right-hand sidebar you'll see two buttons: a Checkmark (Approve) and a Cross Sign (Deny). Click either to communicate your decision. A modal pops up for additional comments. If denying, your comment helps the owners understand what's needed for approval. Click Comment and it's done!

After a decision, the owner(s) are notified. On approval, the status changes to Approved. If denied, it changes back to Draft.

History

History is a log of everything relevant that changes in a Target House over time. It's a timeline of the changes, showing who made them and when. To open it, use the Target House's More Options button and choose View history.