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      Updating Goals

      You can update a project's goals at any time during the dialing process.

      The goals of a project can be modified at any point throughout the lifecycle of the project. Here is a step-by-step guide to update project goals:

      1. Go to the project dashboard.
      2. On the left side of the screen, click "Edit PO".
      3. Select "Goal Info".
      4. Choose the applicable goal type (e.g. saturation percentage, stop number, etc.).
      5. Enter the new goal amount.
      6. Provide any updated goal notes.
      7. Click "Save" to apply the changes.

      In general, you have the flexibility to change the goal type during an active dialing project, with one exception. You cannot change a project goal type to "Targets". Target goals are specific to Patch Thru project types. Certain target information must be loaded into the COS system prior to the patch project start date in order to set a target goal. As a result, a target goal can only be applied to Patch Thru projects.