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Configuring goals in Strategic Planning › Configure › Portfolio Planning in Strategic Planning Workspace › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure goal preferences

Configure goal preferences to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.

Before you begin

Role required: sn_gf.goal_admin

Procedure

  1. Navigate to All > Enterprise Goal Management > Preferences.

  2. On the Goal Preferences form, configure the properties.

    For properties information, see Goal Preferences form.

  3. Click Save.

Parent Topic:Configuring goals in Strategic Planning