---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Configure

# Configuring Strategy and Goals {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 30 de jun. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

Strategy and Goals in Strategic Planning Workspace requires no mandatory configuration to get started.

Unlike portfolio plan goals, you can create and manage goals on a board without prerequisites or limitations. For example, portfolio plan goals do not display if they are not created at the lens entity level or if the assigned
entity fields are empty. In Strategy and Goals, all goals that match the applied filter criteria or selected entity are visible on the board. For details, see [Managing boards in Strategic Planning Workspace](https://servicenow-prod.fluidtopics.net/IibhRPmSC8Q6iBB_S0W0BQ "Using boards in Strategy and Goals within Strategic Planning Workspace, you can organize strategic plans, priorities, goals, and targets in a single, focused view.") and [Managing strategy and goals using boards](https://servicenow-prod.fluidtopics.net/9DREub8cV5~T8NSn4Uzi1g "After creating a board, you can create strategic plans, priorities, goals, and targets that align with your strategic priorities to drive business outcomes.").

## Optional configuration for Strategy and Goals {#configuring-strategy-goal-strategy__section_gtw_whb_m3c}

Although no mandatory configuration is required, you can perform the following administrative tasks based on your organization's needs.

Migrate legacy goals data
:   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 new tables by running the
    scheduled job. After migration, you can create boards and manage your existing goals and strategic priories. For details, see [Migrate existing goals data to Goal Framework tables](https://servicenow-prod.fluidtopics.net/sDG7q434TMKvEEbHfgmpEQ "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.").

Set display limit for goals
:   By default, 250 goals are displayed in the Goals page. To modify this limit, configure the value in the sn_align_ws.goal_hierarchy.max_records system property. For details, see [Set display limit for goals and targets in Strategic Planning](https://servicenow-prod.fluidtopics.net/DALOSICjljs14LT59S8Gig "Update system property value to set the display limit for goals on the Goals page in Strategic Planning.").

Customize goal and target labels
:   You can customize the labels for the Goal \[sn_gf_goal\] and Target \[sn_gf_goal_target\] tables to match your organization's terminology. For example, you can rename Goal to Objective and Target to Key Result. For
    details, see [Customize label for Goal and Target tables](https://servicenow-prod.fluidtopics.net/RylC4kYuZzckz_FJJBy~Cw "Customize the label for Goal [sn_gf_goal] and Target [sn_gf_goal_target] tables according to your organization’s requirement.").

Configure assigned entities

:   You can define goals at any level in your organization without assigning them to a specific entity. Using advanced filter criteria when creating a board, you can manage a specific set of goals based on any
    goal field value. For example, you can create a board to manage goals that belong to the Chatbot team.

    You can also create boards for your goals based on assigned entities. The default assigned entities are Business Unit \[business_unit\], Department \[cmn_department\], Company \[core_company\], Product Model
    \[cmdb_model\], Value Stream \[cmn_value_stream\], Initiative \[sn_align_core_initiative\], and Strategic Program \[sn_align_core_program\].

    To create boards based on assigned entities other than the defaults, create an entry in the assigned entity configuration. For details, see [Configure a table for an assigned entity](https://servicenow-prod.fluidtopics.net/iGlaWt8w65NufvRRiEeNSA "Configure a table for an assigned entity type, so that the goal user can associate goals with the required assigned entity.").

Configure goal preferences
:   Configure goal preferences including the calendar type for goal setting, weighted average calculation for goal progress, and deletion settings for goals and targets. For details, see [Configure goal preferences](https://servicenow-prod.fluidtopics.net/_UIuOsyPpGzIZRfuTMyGOQ "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.").