Goal Framework and Goal Framework for SPM reference

Reference information to provide additional details about Goal Framework and Goal Framework for SPM such as the fields, user roles, and tables.

• Components installed with Goal Framework and Goal Framework for SPM
  Several types of components are installed with the installation of the Goal Framework and Goal Framework for Strategic Portfolio Management (SPM) applications, including user roles, scheduled jobs, tables, and scripts.
• Context Variable form
  Use the Context Variable form to create a context variable for a target source for calculating the actual value of the target based on the configured input values.
• Goal Assigned Entity Configuration form
  Use the Goal Assigned Entity Configuration form to configure a table for an assigned entity type so that the goal user can associate goals with the required assigned entity.
• Goal form
  Use the Goal form to create goals for your organizational strategic priorities.
• Goal/Target Relationship form
  Use the Goal/Target Relationship form to create a relationship between a goal and planning item, strategic item, or any other item.
• Goal Preferences form
  Use the Goal Preferences form to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.
• Progress value calculation
  The progress or percentage complete value of goals is auto-calculated using different formulas. The formula depends on whether the goal has only targets, a combination of sub-goals and targets, and if it has weighted average calculation enabled.
• Scheduled Script Execution form
  Scheduled Jobs are automated pieces of work that can be performed at a specific time or on a recurring schedule.
• Strategic Plan form
  Use the Strategic Plan form to define the purpose of your organization, its strategic priorities, and the associated goals.
• Strategic Priority form
  Use the Strategic Priority form to orient your organization strategic plan toward your goal.
• Target automation script for benefit plans
  Use the predefined Benefit Plans script as a target source to automate the actual value of your targets from the benefit plans of relevant work items.
• Target Breakdown form
  Use the Target Breakdown form to track and measure the progress of the target and its goal.
• Target form
  Use the Target form to track and measure the progress of the goals.
• Target Source form
  Use the Target Source form to create and configure a source for your targets so that the actual value of the target is auto-updated.
• Domain separation and Goal Framework
  Domain separation is supported for Goal Framework and Goal Framework for SPM. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

Parent Topic:Goal Framework and Goal Framework for SPM