rss.livelink.threads-in-node

Alternatives to Viva Goals?

ChrisLeider — Thu, 20 Feb 2025 08:00:16 GMT

Viva Goals being retired wasn't good news. It put many of us in the community in a pretty tough spot. There is less than a year to find a new OKR software and migrate. We really liked Viva Goals because our team could use it inside Microsoft Teams. Some of the alternatives we are considering switching to are:

Teamflect
WorkBoard
Perdoo

All three of these have great Microsoft Teams integration and solid OKR features.

We are also considering other alternatives such as Profit Co and Lattice.

Any opinions on or experience with these tools?

Filter sub-OKRs and sub-key results without hiding the main OKRs

ØrjanT — Mon, 20 Jan 2025 12:30:09 GMT

I use Viva Goals to monitor goals and key results for team with multiple OKR- and key result owners. I have got three levels:

Main OKRs
Sub OKRs
Sub key results

The OKRs on level 1 and 2 applies for all the entire team, but the key results on level 3 are assigned to each of the team members/key result owners.

When a team member add the "owner" filter, to list his key results only, all the member's key results are listed without the OKR hierarchy / OKRs on level 1 and 2 showing. This happens because the OKRs on leven 1 and 2 are not assigned to the team member, which makes sense.

I thought that the solution would be to assign the OKRs on leven 1 and 2 to the team member, but when I do that, all team members's key results on level 3 are listed because they belong to a level 1 and 2 OKR that is assigned to the specific team member in the "owner" filter.

The same problem appears when assigning and filtering with teams and tags.

In other words, I want a list of one team member's key results, that also shows the level 1 and 2 OKRs that they belong to. Any suggestions how to make that happen?

Viva Goals Retirement

Kazzan — Fri, 06 Dec 2024 12:42:26 GMT

Hi, Microsoft just announce at https://learn.microsoft.com/en-us/viva/goals/goals-retirement that Viva Goals ending in December 2025.

How do you feel about this announcement? It was one of the top business use cases with significant business value in Viva Suite after Viva Topics deprecation.

Possibility to adjust the automatic weekly summary?

fabmeyer — Tue, 26 Nov 2024 14:58:26 GMT

We have just started to use Viva Goals in our organization and I am one of the admins.

We would like to adjust the automated weekly summary that is being sent out via mail.

Is that possible? And if yes, where do I find this setting?

The only setting I can see is under the "notifications" tab ("summary update rhythm")?

Thanks in advance 😄,

Fabian

How can I ingest Viva Goals in my Fabric Notebook.

Prabhatnath — Mon, 25 Nov 2024 13:06:36 GMT

Hello, I need some guidance on how can I ingest data from Viva Goals in my Fabric Notebook. Any guidance or steps will be helpful.

Thanks,

Prabhat

Viva Goals Power BI Integration Errors

MorganA40 — Wed, 20 Nov 2024 14:37:01 GMT

My organization has several key results with Power BI connections that have integration errors. These key results use integration connections and are connected to Power BI reports that are behaving as expected for other key results. Viva Goals gives me an error message that it could not find the file. The issue appears to happen randomly. Has anyone else encountered this issue?

Project For the Web Connector - PWA?

unholyhimura — Thu, 14 Nov 2024 19:39:29 GMT

Hi, I'm trying to connect the tasks from my initiatives automatically using the Project For the Web Connector.

Does anyone know if I can use the same connector to connect to my PWA (Project Web App) instance? At this time, some of our projects in my organization are managed via PWA.

So I wonder if there is an environment permission in PWA to be allowed to I can select in the connector? I can see all my projects from Project Online just fine, just the ones hosted in PWA are missing.

If there is another channel where I can ask this question or get support, please let me know.

Creating A Performance Review with Power Automate leveraging Viva Goals

AmandaThoen — Mon, 28 Oct 2024 17:37:51 GMT

We are moving away from a HRMS that does performance management and want to use Viva Goals for all of our individual/team/organizational goals. Our organization still has a desire to do paid for performance structure requiring us to find a Performance Review process that we can use with Viva Goals data. Has anyone used Power Automate to create a review process leveraging the Viva Goals data?

How do I create a Gantt Chart of all my Key Results under an organisation OKR in Viva Goals?

sebastianmortensen — Fri, 25 Oct 2024 14:13:45 GMT

Im trying to set up all my organisations OKRs and Key Projects and every functionality is great... except when it comes to Visualisation.

Im trying to play around with the dashboards and what I want to create is a Gantt Chart for an OKR displaying in a Gantt Chart (By month) the different Key Results and when during the project period they are supposed to happen. The start and due date is written in so it should be able to make it? I just cant figure it out.. please help.

Best

Sebastian

Viva Goals not loading in Safari and Firefox Browser

jstubenrauch — Wed, 23 Oct 2024 08:47:13 GMT

Hi everyone,

we started using Viva Goals in our company and multiple people reported that viva goals is not working correctly in Safari and Firefox. Just the header is shown with en empty content.

It works fine in other browsers and within Teams.

I remember a few month back, when I tests Viva Goals it was still working.

Is this a known issue?

Users can't access Viva Goals

Tanya_12 — Tue, 22 Oct 2024 19:21:06 GMT

Hi- recently a number of our users suddenly can no longer access Viva Goals, either through Teams or web browser. On the browser, both a direct link to Viva Goals or going through the Office Portal gives them similar issues.

Here are a few error codes and screenshots from various affected users:

Error code:
20241009T132715Z-17bd99658d9cdh6wcrg61u11h40000000m5g00000000bv8q

Error code:
20241004T135842Z-15767c5fc55472x4k7dmphmadg0000000c7g00000000hx41

Error code:
20241003T173249Z-17bd99658d9vhcxnmvkgw4dz8c0000000a5g00000000cm6

Error code:
20241008T190645Z-16b659b4499f652swtf15xkd7s00000000ng000000003n7q

Confirming they all have licenses applied to their accounts on Admin Center and are in our one and only organization. I also don't see anyone on the user-led trials being affected by this.

+ we have Teams Admin Center granting access to Viva Goals org-wide.

Has anyone else experienced this or know how to solve?

I personally can't see a pattern to see what might be causing this...

Power BI Extract Viva Goals Data - Suggestion

Maxwell_SFMFB — Thu, 17 Oct 2024 00:24:51 GMT

It would be great if we could query Viva Goals data using Power BI. This would enable much more flexible reporting of our organization performance and would enable a consistent user experience for our users using other Power BI dashboards.

Initiatives have to keep same metric format as Key Results

MilVe23 — Mon, 14 Oct 2024 12:49:45 GMT

Hi everyone,

is it bug or feature that Key Results aligned to Objective can have mixed format of metric while Initiatives underneath can't? Probably hard to understand, so let's explain it like this:

Objectives' Outcome is always set as percentage of completion
Key results' Metric may be set as numeric, percentage, even currency and still may contribute to Objective above
Initiative has to keep same metric format as Key results otherwise contribution is not available to set

Example: KR set as reach 2 (number), Initiatives set with milestones as percentage completed, "Manage contributions" dialog doesn't allow to choose some of those Initiatives as they have no metric or wrong metric format.

Is that by reason and could I understand why? It is possible to combine KRs contributing to Os but why not Is to KR?

Viva Goals - Reassigning Objectives & Key Results

EimearCritchley — Tue, 24 Sep 2024 01:52:50 GMT

Hi All,

I’m wondering if someone would be able to help with what seems like a Viva Goals glitch described below please?

It seems that when reassigning objectives or key results within Viva Goals, it seems to ‘hang onto’ the data from the older owner when creating filtered views.

E.G.1:

I reassigned objectives & key results what were initially assigned to OldUser1, to NewUser2. Yet, when I do a filter by owner OldUser1, which should be blank, it shows me NewUser2 newly assigned objectives

E.G.2:

Similarly, User3 has reassigned some of his objectives to others, yet when filtering for his objectives only, it brings up other objectives that are no longer related to User3. These also appear within his “My OKRs” view which clutters up his filtered view.

I’m guessing its something to do with cached data maybe but just guessing.

Would anyone know of a solution to this please?

How to select the "type" of an OKR?

flytzen — Tue, 17 Sep 2024 13:15:02 GMT

In the documentation for Viva Goals it says that you can choose the "Type" of an OKR, i.e. Organizational, Team or Individual.

There is even a screenshot showing this option in the UI here: https://learn.microsoft.com/en-gb/training/modules/viva-goals-create-track-close-okrs/how-to-enter-okrs

However, when I enter an OKR, I do not get this option:

I am a global admin and have just set Viva Goals up.

I have enabled the "default organisation" and do not have any teams.

Any ideas?

Thanks,

Frans

Closing and scoring OKRs

Evan_Hindman — Wed, 21 Aug 2024 18:56:14 GMT

Hi Viva Goals community,

I have a question related to closing and scoring OKRs.

When I go to close an Objective (blue bullseye icon) or Key Result (purple speedometer), I am given the option to adjust the score if desired. However, when I go to close an Initiative (green calendar), the Close dialogue box does not have the Score line that allows me to adjust the score - I am forced to take the score that is auto-calculated by Viva Goals.

1) Can people confirm that this is the case for them as well?

2) If this is indeed the case, can anyone from Microsoft or otherwise help me understand why the score adjustment feature is not available on Initiatives?
3) Is there any plan to change this for Initiatives in the future?

Thanks everyone!

Evan

Select all OKRs and initiatives in a view

JonathanSeibel — Tue, 20 Aug 2024 07:16:56 GMT

Hi, is there a way to select or check all OKRs and initiatives in a view (for example to add a tag to all items in one view) without checking every single one?

Thanks,

Jonathan

Viva Goal Tag

SurenderChawla1980 — Mon, 19 Aug 2024 15:49:01 GMT

Do you know how i can upload the tag for multiple goal in one shot via excel or CSV?

Organisation dependent on specific user

JonathanSeibel — Mon, 19 Aug 2024 11:52:30 GMT

Hi,

following case:

I created an OKR Organisation. So I'm the "creater" and one of two "owner"s.

Unfortunately I had only a test license. This lead to deactivation of my Viva Goals access. In the meantime the whole OKR Organisation was not reachable, viewable, usable for anyone else.

Of course I now got a "normal" Viva Goals license. But we fear that in case of something happening to my account (many possible scenarios) may lead to the whole OKR-Organisation being non functional.

How can we prevent this? How can we make the OKR Organisation user-independent?

Thanks, Regards,

Jonathan

Closing out OKRs

VICTORIA_MH — Tue, 13 Aug 2024 13:39:57 GMT

Hello-When my team is done with an OKR, we close it out. However, is there a way to "archive" it, so it doesn't show up on the main screen?