Create goals to track project profitability in Intuit Enterprise Suite

Learn how to set up project profitability goals, receive AI generated insights and suggestions to deliver your Intuit Enterprise Suite projects under-budget and on-time.

Goals help you define and track your business objectives for success. To setup, monitor, and take actions to meet your project’s goals, you must sign in as one of the following users:

• Admin
• Standard all
• Users with budget edit permissions
• Project Manager (access to only project goals)

Use suggested goals

Intuit Enterprise Suite can automatically suggest goals for you based on AI-suggested forecasts, which are based on your past financial data. You must have at least three years of historical data.

1. Go to Financial planning, then select Goals.
2. In the Goals suggested for you section, you'll see AI-recommended goals for total income, total expense, net profit margin, and gross profit margin.
3. Select Set this goal to accept the suggested goal or customize it further.

Create company and project goals

Intuit Enterprise Suite can automatically suggest project profitability goals for you based on your completed projects’ actual profit margin, historical estimates, duration and industry averages. You can create goals from the Goals page, or directly from a project.

Create goal from the Financial Planning page

1. Go to Financial Planning, then select Goals.
2. Select Create goal.
3. Complete the fields:
   • Type of goal: Choose between Company goals and Project goals. If you select Project goal, select a project from the list and the KPI is pre-selected to net profit margin. Goals created for a project will also be reflected in the projects page.
   • KPI: Select the Key Performance Indicator you want to track —Total Income, Total Expense, Net Profit Margin, or Gross Profit Margin.
   • Name: Enter a descriptive name for the goal.
   • Set goal period: Set the start and end dates for your goal.
   • Set goal: Enter the numerical goal value. This must be greater than 0.
4. Select Create goal when finished.

Create goal for a new or existing project

1. Go to Projects (Take me there) and choose one of the following:
   • For new projects: Select New project.
   • For existing projects: select the All project list tab. Choose a project name from the list, then select Edit.
2. In the Profit margin goal section, review the AI-recommended project profitability goal.
3. You can choose Set this goal to automatically populate the Profit margin goal (%) field.
4. You can also choose to manually enter a non-zero and positive number in the Profit margin goal (%) field.
5. Select Save when finished.

Edit a goal

To make modifications to an existing goal:

1. Go to Goals.
2. Select the goal card you want to edit.
3. Select Edit from the more options menu on the tracking card.
4. Update the details as required (Note: Goal type can't be edited).
5. Select Save to apply the changes.

Delete a goal

To delete a goal permanently:

1. Go to the Goals.
2. Find the goal you want to delete.
3. Select Delete from the more options menu of the tracking card.
4. Confirm the deletion. 
   Note: This action is irreversible.