Tutorial — Linking Tasks to Goals with Weights

What This Tool Is For

How to connect each task to the goals it serves — with percentage weights — so goal budgets assemble themselves honestly.

Step-by-Step Walkthrough

Step 1 — For every costed task, open its goal links and add each goal the task genuinely serves.

Step 2 — Assign weights reflecting how much of the task exists for each goal. The weights for one task must total exactly 100% — the tool enforces this so money can neither leak nor double-count.

Step 3 — Weight by honest judgment, discussed for ten seconds with whoever knows the work: "this storage work is mostly for the EU launch, partly for the certification — call it 60/40."

Step 4 — From then on, the task's estimated and actual costs flow into each linked goal in proportion, automatically — including overruns.

Real-World Example

Scenario: The data-residency task ($9,000) serves both the EU launch and the security certification — weighted 60/40 after a brief chat. The audit-logging task ($5,000) is mostly certification: 20/80. The EU payment task ($6,500) is pure launch: 100/0. The two goal budgets assemble to $12,900 and $7,600 — and when the first task overruns by $2,000, the EU goal absorbs $1,200 of it and the certification $800, with no human re-spreading anything. The weights did the bookkeeping.

Tips & Common Mistakes

• Weights are judgments — make them visible and revisable, but make them.
• Avoid the politician's 50/50 default; if pressed, the people doing the work always know it's really 70/30.
• When a task's purpose genuinely changes mid-flight, update the weights and note why — the goal costs will re-flow correctly.

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Everything described in this tutorial is a working feature of TupicFinance, the financial management platform of the Tupic ecosystem. The screens, workflows, and guardrails above behave exactly as written there — this guide doubles as the platform's user manual for this tool.