Configuring goals in Strategic Planning

To define and manage goals in Strategic Planning, you must perform some initial administrative tasks for the workspace to be fully functional. The data displayed in the goals view in Strategic Planning is stored in the Goal Framework tables.

• With the admin role, you can migrate the existing goals data to the Goal Framework tables.
• With the sn_gf.goal_admin role, you can set the goal preferences.

Post migration of your existing goals (if any) and configuring the goal preferences, use the Goals view in Strategic Planning to define your goals. For more information, see Managing portfolio plan goals in Strategic Planning Workspace.

• Import goals and targets data from a spreadsheet
  With the admin role, you can import your existing goals and targets data from a spreadsheet to the Goal Framework tables.
• Migrate existing goals data to Goal Framework tables
  If your organization uses the legacy goal and strategy tables (Goal, Enterprise Strategy, Business Unit Strategy, and Strategic Objective), you can migrate the existing data to the Goal Framework tables by running the scheduled job.
• 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.
• Customize label for Goal and Target tables
  Customize the label for Goal [sn_gf_goal] and Target [sn_gf_goal_target] tables according to your organization’s requirement.
• Configure a table for an assigned entity
  Configure a table for an assigned entity type, so that the goal user can associate goals with the required assigned entity.
• Create goals demo data with target breakdowns
  Run the Create Goals Demo Data with Target Breakdowns schedule job to create goals demo data with target breakdowns, so that you can view the target breakdowns section on the Goals page.
• Update scheduled job to automate target actual values
  Use the Goal Framework for SPM application to modify the run time for the scheduled job according to your preference to auto-update the actual value of the targets for which a target source has been configured.
• Set display limit for goals and targets in Strategic Planning
  Update system property value to set the display limit for goals on the Goals page in Strategic Planning.
• Migrate target breakdowns
  After upgrading to Strategic Planning v4.3.2 or later, run the Migrate BreakdownInterval To Checkinfrequency scheduled job to migrate the existing values from the Review frequency field to the Check-in frequency field in the target records.
• Migrate goal relationships for assigned entities
  Migrate the existing goal relationship data from the Goal Relationship [sn_gf_goal_m2m_relationship] table by running the scheduled job.
• Configuring target source for target automation
  Configure target sources for target automation so that the goal user can define a target source when setting a target for the goal. Defining a target source for a target updates the actual value of the target automatically.
• Defining a custom unit of measure
  Defining a custom unit of measure helps the goal users to set the unit of measure for targets as per their choice. Unit of measures are two types, quantitative and qualitative.

Parent Topic:Configuring Strategic Planning Workspace