Skip to content
Goal Framework and Goal Framework for SPM › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configuring Goal Framework and Goal Framework for SPM

As an administrator, use this section to set up the Goal Framework and Goal Framework for SPM applications.

  • Install Goal Framework and Goal Framework for SPM
    You can install the Goal Framework (sn_gf) and Goal Framework for SPM (sn_gfa) applications if you have the admin role.
  • 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.
  • 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.
  • 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.
  • Update scheduled job to automate target actuals
    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.
  • Configuring target source for target automation using Goal Framework for SPM
    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.
  • Migrate target breakdowns
    After upgrading to Goal Framework for SPM v2.3.0 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.
  • 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:Goal Framework and Goal Framework for SPM