Target breakdowns migration

  • Release version: Xanadu
  • Updated October 15, 2024
  • 3 minutes to read
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    Summary of Target breakdowns migration

    This feature guides administrators through migrating target breakdown data by running theMigrate BreakdownInterval To Checkinfrequencyscheduled job. It updates the Check-in frequency field in target records based on existing Review frequency and Breakdown interval values. Additionally, it populates Actuals to date, Planned target value, and Actual fields in the target breakdowns using current target data.

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    Migration Behavior for Breakdown Interval Set to None

    When the Breakdown interval is set to None, the Check-in frequency is derived from the Review frequency. If Review frequency is set (e.g., Yearly, Quarterly, Monthly, Weekly, Daily), target breakdowns are created accordingly. However, if both Review frequency and Breakdown interval are None, no breakdowns are created.

    • Options like Fortnightly are retained in Check-in frequency but do not generate breakdowns since they are no longer supported.
    • Example: A target with Review frequency Monthly and Breakdown interval None spanning a year will have 12 monthly breakdowns created, with actual and planned values distributed appropriately.

    Migration Behavior for Breakdown Interval Set to Quarterly or Yearly

    For targets with Breakdown interval Quarterly or Yearly, the Check-in frequency is set based on Review frequency, and breakdowns are created accordingly. Notably:

    • Targets with Yearly Breakdown interval will be broken down quarterly after migration, regardless of cumulative type.
    • The Target value distribution is set to "Spread linearly across the time period (cumulative)" during migration.
    • Example: A non-cumulative target with Quarterly Review frequency and Yearly Breakdown interval will result in quarterly breakdowns with planned and actual quarterly values populated based on historical data.

    Practical Impact for ServiceNow Customers

    By running this migration job, customers ensure consistency and accuracy in target tracking after upgrading. The migration automates the conversion of legacy Review frequency and Breakdown interval configurations into the updated Check-in frequency model, preserving historical actuals and planned values. This enables better target monitoring and reporting aligned with current platform standards.

    After migration, owners or contributors can update the Check-in frequency as needed, which will trigger creation or adjustment of target breakdowns accordingly.

    As an administrator, when you run the Migrate BreakdownInterval To Checkinfrequency scheduled job, the existing values in the Review frequency and Breakdown interval fields are migrated to the Check-in frequency field in the target records.

    The value in the Actuals to date field for the target and values in the Planned target value and Actual fields for the target breakdowns are populated based on the current actual value of the target and values in the existing target breakdowns.

    Target breakdowns migration for targets with breakdown interval set to None

    After running the job, the value in the Check-in frequency field for a target is populated based on the existing value in the Review frequency field of the target. If the existing value in the Review frequency field was set to any option other than None, then target breakdowns will be created for such targets based on the existing review frequency of the target. Even though Breakdown interval was set to None for a target, target breakdowns will be created for the target based on the existing review frequency of the target.

    The following table describes how the check-in frequency value is populated for targets with different values in the Review frequency and Breakdown interval fields.
    Table 1. Target breakdowns migration with breakdown interval set to None
    Review frequency (Before upgrade) Breakdown interval (Before upgrade) Check-in frequency (After upgrading and running the job)
    Yearly None Yearly
    Quarterly None Quarterly
    Monthly None Monthly
    Fortnightly None Fortnightly

    The Fortnightly option is retained and no target breakdowns will be created because the Fortnightly option is no longer supported.

    After the owner or a contributor of the target updates the check-in frequency for the target, the target breakdowns will be created accordingly.
    Weekly None Weekly
    Daily None Daily
    None None None

    In this case, no target breakdowns will be created.
    For example, consider a scenario where details of a target are as follows before upgrade:
    • The base value and target value of the target is 0 and 100, respectively
    • The review frequency is set to Monthly and Breakdown interval was set to None
    • The start date and end date of the target are 2024-01-01 and 2024-12-31, respectively
    • The current actual value of the target is 60 and the current month is August
    In this case, after running the scheduled job 12 monthly target breakdowns are created for the target and the current actual value as 60 is populated in the August monthly breakdown. Also, the planned target value is populated for each breakdown.

    Target breakdowns migration for targets with breakdown interval set to Quarterly or Yearly

    After running the job, the value in the Check-in frequency field for a target is populated based on the existing value in the Review frequency field of the target. Then, target breakdowns are created for the targets based on the existing review frequency of the target.

    The following table describes how the check-in frequency value is populated for targets with different values in the Review frequency and Breakdown interval fields.
    Table 2. Target breakdowns migration with breakdown interval set to Quarterly or Yearly
    Review frequency (Before upgrade) Breakdown interval (Before upgrade) Check-in frequency (After upgrading and running the job)
    Quarterly Quarterly Quarterly
    Quarterly Yearly Quarterly
    Note:
    For targets with breakdowns interval set to Yearly, irrespective of the target is of type cumulative or non-cumulative, after running the scheduled job quarterly target breakdowns will be created and the Target value distribution is set to Spread linearly across the time period (cumulative) for the target.
    For example, consider a scenario where details of a target are as follows before upgrade:
    • The base value and target value of the target is 0 and 80, respectively
    • The review frequency is set to Quarterly and Breakdown interval was set to Yearly
    • The start date and end date of the target are 2023-01-01 and 2024-12-31, respectively
    • The target is of type non-cumulative
    • The actual value achieved in each quarter is 10 starting from Q1-2023 till Q2-2024
    • The current total actual value of the target is 60 and the current quarter is Q2-2024
    In this case, after running the scheduled job 8 quarterly breakdowns are created and the Target value distribution is set to Spread linearly across the time period (cumulative) for the target. The current actual value for Q1-2023, Q2-2023, Q3-2023, Q4-2023, Q1-2024, and Q2-2024 quarterly target breakdowns are populated as 10, 20, 30, 40, 50, and 60, respectively. Also, the planned target value is populated for each breakdown.