Components installed with Goal Framework and Goal Framework for SPM

  • Release version: Xanadu
  • Updated August 1, 2024
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    Summary of Components installed with Goal Framework and Goal Framework for SPM

    The Goal Framework and Goal Framework for Strategic Portfolio Management (SPM) applications install multiple components essential for managing goals, targets, and strategic planning within ServiceNow. These components include user roles, scheduled jobs, tables, custom scripts, and system properties that together facilitate goal creation, tracking, automation, and strategic alignment.

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    Roles Installed

    • sngf.goaluserread: Allows users to view goals; suitable for project and demand users.
    • sngf.goaluser: Enables creation, editing, and deletion of goals, sub-goals, and targets, with deletion governed by system property settings and ownership rules.
    • sngf.goaladmin: Allows updating goal preferences and creating target sources and context variables for target automation (available only with Goal Framework for SPM).
    • sngf.strategyplannerread: Grants read-only access to strategic plans and values.
    • sngf.strategyplanner: Enables full management of strategic plans and values, with editing restricted to owners and sponsors.
    • sngf.epmostrategyplanner: Provides unrestricted goal management capabilities across all goals.

    Scheduled Jobs

    • Goal Framework jobs: Include migration of existing goal data into the framework tables and populating assigned entities for goal relationships.
    • Goal Framework for SPM jobs: Automate updating the actual values of targets from configured target sources to reflect progress and roll up to goals.

    Tables Installed

    Tables support goal and target management, strategic planning, and automation:

    • Goal Framework tables: Store goal details, targets, units, progress, relationships, strategic plans, priorities, and values. Some tables (e.g., strategic plan/value) are visible only when Alignment Planner Workspace is installed.
    • Goal Framework for SPM tables: Include context variables, target breakdowns, and target source configurations that enable automated target value updates.

    Custom Scripts

    The Benefit Plans script is provided to automate updating target actual values by extracting data from monetary or non-monetary benefit plans. This script is usable only if Project Portfolio Management (PPM) Standard is installed.

    System Properties

    System properties enable customization of framework behavior, including:

    • Enabling or disabling deletion of goals and targets.
    • Setting calendar type for goals (Gregorian or Fiscal).
    • Activating weighted average calculations for goal progress.
    • Controlling target breakdown feature activation, decimal precision, and weekly breakdown mapping days for SPM targets.

    Practical Implications for ServiceNow Customers

    By understanding these components, customers can configure user permissions, automate target progress tracking, manage strategic plans, and customize goal calculation methods. The installation equips organizations to align projects, demands, and strategic initiatives with measurable goals and automate progress updates, enhancing strategic portfolio visibility and management efficiency.

    Several types of components are installed with the installation of the Goal Framework and Goal Framework for Strategic Portfolio Management (SPM) applications, including user roles, scheduled jobs, tables, and scripts.

    Roles installed

    Role Description Contains roles
    sn_gf.goal_user_read Can view the goals. This role can be given to users such as the project user and demand user. None
    sn_gf.goal_user
    • Can create, view, edit, and delete goals, sub-goals, and associated targets.
      Note:
      • A goal or sub-goal can be deleted only by the owner and contributors of the goal or its immediate parent goal when the sn_gf.allow_goal_deletion system property is set to Yes.
      • An associated target can be deleted only by the owner and contributors of the target or its goal when the sn_gf.allow_goal_deletion system property is set to Yes.
      • A goal can be edited only by the owner and contributors of the goal or its immediate parent goal.
      • A target can be edited only by the owner and contributors of the target or its goal.
    • Can remove the existing goal relationships between work item and goal, from the Goal Relationship [sn_gf_goal_m2m_relationship] table.
    		 sn_gf.goal_user_read
    sn_gf.goal_admin
    • Can update the goal preferences.
    • Can create target sources and context variables as part of enabling the target automation feature.
      Note:
      Creating target sources and context variables is available when Goal Framework for SPM is installed.
    • sn_gf.goal_user_read
    • sn_gf.goal_user
    sn_gf.strategy_planner_read Can view all strategic plans and strategic values. None
    sn_gf.strategy_planner Can create, view, edit, and delete strategic plans and strategic values.
    Note:
    • A strategic plan can be edited only by the owner and sponsor of the strategic plan.
    • A strategic value can be edited only by the sponsor of the strategic plan.
    		 sn_gf.strategy_planner_read
    sn_gf.epmo_strategy_planner Can create, view, edit, and delete any goal.
    • sn_gf.goal_user_read
    • sn_gf.goal_user
    • sn_gf.goal_admin
    • sn_gf.strategy_planner

    Scheduled jobs installed

    Table 1. Goal Framework scheduled jobs
    Scheduled job Description
    Migrate Goal, Strategy, and Work item data to the Goal Framework and related Planning item tables Migrates the existing goals data to the Goal Framework tables. For information on what data is migrated and how the data can be migrated, see goal data migration.
    Migrate goal relationships for assigned entities (For Strategic Planning users) Populates the fields, Assigned entity type and Assigned entity on the Goal form based on the data in the Goal Relationship [sn_gf_goal_m2m_relationship] table if you have created m2m relationship with lens entities other than Company, Business Unit, Department, and Portfolio.
    Table 2. Goal Framework for SPM scheduled jobs
    Scheduled job Description
    Update Actual value of the targets using Goal Framework for SPM Updates the actual value of the targets by collecting the data from the respective target sources, so that the progress of the targets is updated and then the targets' progress is rolled up to the goals.

    Tables installed

    Table 3. Goal Framework tables
    Display name [Table name] Description
    Goal

    [sn_gf_goal]

    		 Stores the goal details.
    Goal Core

    [sn_gf_core_goal]

    		 Stores the core (basic) details for the goal. The Goal [sn_gf_goal] table extends the Goal Core [sn_gf_core_goal] table.
    Target

    [sn_gf_goal_target]

    		 Stores the target details for the goal.
    Units

    [sn_gf_units]

    		 Stores the available units for measuring the progress of targets.
    Target Progress

    [sn_gf_goal_target_progress]

    		 Stores the target progress details for the goal.
    Goal Relationship

    [sn_gf_goal_m2m_relationship]

    		 Defines the relationship between a goal and items (Project, Demand, Program, Scrum Epic, Scrum Feature, and Planning item).
    Strategic Plan

    [sn_gf_strategic_plan]

    		 Stores the strategic plans defined for each planning organization hierarchy.
    Note:
    This table is visible only when Alignment Planner Workspace (APW) is installed.
    Strategic Priority

    [sn_gf_strategy]

    		 Stores the strategic priorities defined for the organization.
    Strategy Value

    [sn_gf_strategy_value]

    		 Stores the strategic values for strategic plans.
    Note:
    This table is visible only when APW is installed.
    Table 4. Goal Framework for SPM tables
    Display name [Table name] Description
    Context Variable

    [sn_gfa_context_variable]

    		 Stores the context variable details for the target source.
    Target Breakdown

    [sn_gfa_target_breakdown]

    		 Stores the target breakdown details for the target that were created based on the breakdown intervals specified for the target.
    Target Source

    [sn_gfa_target_source]

    		 Stores the target source configuration details for automating the actual value of the targets.

    Custom scripts installed

    Table 5. Goal Framework for SPM custom scripts
    Name Description
    Benefit Plans

    A target source with predefined script.

    		 Predefined script that updates the Actual value field on the target form by fetching the required value from the Actual benefit field or Non-monetary actual benefit field from the monetary or non-monetary benefit plan records. For the script template, see Target automation script for benefit plans.
    Note:
    You can use the Benefit Plans custom script only when PPM Standard (Project Portfolio Management) is installed.

    System properties installed

    Table 6. Goal Framework system properties
    Name Description
    sn_gf.allow_goal_deletion Option to enable deletion of goals. The default value is true.
    sn_gf.allow_target_deletion Option to enable deletion of targets. The default value is true.
    sn_gf.goal_calendar_type Option to set calender type for setting goals. The available calendar types are Gregorian Calendar and Fiscal Period. The default value is Gregorian Calendar.
    sn_gf.weighted_average_enabled Option to enable the weighted average logic to calculate the progress of goals from their subgoals and targets.
    Table 7. Goal Framework for SPM system properties
    Name Description
    sn_gfa_disable_target_breakdown Option to enable the target breakdowns feature at the instance level. The default value is false.
    sn_gfa.target_breakdown_decimals Option to define the number of decimals to show for target values while generating the target breakdowns. The default value is 2.
    sn_gfa.weeklyCheckInDayToMapMonth Option to define end day of the week for weekly target breakdowns mapping to month. The default value is Friday.