Viva Goals: Roll-Up Expected Progress From Child Key Results to Parent

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MC669742 · Viva, SharePoint Development, Custom Solution Development

From Microsoft Corporation
Technical Bulletin MC669742 · Published Aug 22, 2023

Message Summary

Currently in Viva Goals, while you can set up phased targets (ability to shape the expected progress curve) at the level of the child key result, the targets do not roll up to the parent key result or objective. This has caused confusion to both the child and the parent objective owners resulting in incorrect progress and status calculations and incorrect depictions of the expected progress values in the progress graphs. 

With this release, if the child key result has phased targets, then the targets are rolled up from the children to the parent. If there is more than one key result, then the expected progress is rolled up based on the contribution of the key result to the parent.

If in case, the parent objective owner decides to set up targets at the level of the parent, then those targets override the rolled-up targets.

When this will happen:

Rollout will begin in late August 2023 and is expected to be complete by early September 2023.

How this will affect your organization:

When this feature rolls out, the phased targets set at the level of the child key result will roll up to the parent. There can be instances of progress and status being different from earlier based on the rolled-up targets. The summary graph and the OKR list widget will also reflect the targets rolled up from the children to the parent OKR.

What you need to do to prepare:

There is nothing you need to do to prepare.

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