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This function applies to Goal-based plans only.

 

In goal-based plans, by default, a portal user with a role of plan editor can link a goal to one or more goals at a higher level in the same plan, for example allowing a Dean to link a goal to a President's goal. A portal user can also link to one or more goals in another plan that has been defined as a target. For example, to link a goal in a department plan to a goal in an institution-wide plan.

 

You can also set up additional link privileges on an exception basis by using the Permissions function.

For example, unless Department Plan A has been set as a target, portal users in Department Plan B will not be able to link to goals in Department Plan A. However, there may be a requirement to link only certain goals between the two plans.

 

You can do this by clicking the Set permissions link for a specific plan row. When you click this link you will be able to select from a list of available plans that have not been set as link targets. Select a plan and then select one or more available rows.