Configure a table for an assigned entity

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure a table for an assigned entity type, so that the goal user can associate goals with the required assigned entity.

    Vorbereitungen

    Role required: sn_gf.goal_admin

    Warum und wann dieser Vorgang ausgeführt wird

    • By default, with the installation of Strategic Planning, the assigned entities, Business Unit [business_unit], Department [cmn_department], and Company [core_company], Product Model [cmdb_model], Value Stream [cmn_value_stream], Intiative [sn_align_core_initiative], and Strategic Program [sn_align_core_program] are installed.
    • With the activation of PPM Standard (Project Portfolio Management), the Portfolio [pm_portfolio] assigned entity is installed.

    Prozedur

    1. Navigate to All > Enterprise Goal Management > Assigned Entities.
    2. Click New.
    3. On the form, fill in the fields.
      For field information, see Goal Assigned Entity Configuration form.
    4. Click Submit.