Goals and inheritance between units

A goal is the commitment against which the actual result is read: an indicator, a unit and a validity period.

Inheritance

A unit that has not declared a goal for an indicator inherits the goal of the nearest unit above it in the structure. The goal without a unit is the one for the whole institution, and everyone inherits from it when nobody on the way declared their own.

The most specific goal wins, and goals do not add up.

Inherited is not owned

When the goal comes from above, the screen shows where it came from. The distinction matters: an inherited goal shown as the unit's own would make the unit believe it took on a commitment it did not.

For the unit to have its own commitment, declare a goal for it.

Changing a goal does not rewrite the past

Each goal has a validity period. The report of a period is read against the goal that was valid in that period — whoever reports is answering to a commitment made beforehand.

• Two goals for the same indicator and unit cannot have overlapping periods.
• Ending a goal removes it from the next periods, but it stays in the history.
• A breakdown spanning two periods belongs to the goal valid when it ended.

Without a goal, the indicator shows as usual — just without the commitment beside it.