Target breakdowns migration

  • Release version: Yokohama
  • Updated January 30, 2025
  • 3 minutes to read
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    Summary of Target breakdowns migration

    As a ServiceNow administrator, you can run theMigrate BreakdownInterval To Checkinfrequencyscheduled job to migrate existing target breakdown data. This migration moves values from theReview frequencyandBreakdown intervalfields into the newCheck-in frequencyfield on target records. It also populates theActual to datefield on targets and thePlanned target valueandActualfields on target breakdowns based on current actual values and existing breakdowns.

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    Migration behavior for different Breakdown interval settings

    The migration acts differently depending on the prior configuration of the target’s Breakdown interval and Review frequency fields:

    Breakdown interval set to None

    • If Review frequency was set to values like Yearly, Quarterly, Monthly, Fortnightly, Weekly, or Daily, the Check-in frequency is populated with the same value.
    • Target breakdowns are then created based on this review frequency, even if the prior breakdown interval was None.
    • The Fortnightly option is retained in the check-in frequency but no breakdowns are created for it, as Fortnightly is no longer supported; these will be created once the check-in frequency is updated by the owner or contributor.
    • If both Review frequency and Breakdown interval were None, no breakdowns are created.
    • Example: A target with Monthly review frequency and None breakdown interval will have 12 monthly breakdowns created, with current actual values populated in the appropriate month and planned target values distributed accordingly.

    Breakdown interval set to Quarterly or Yearly

    • The Check-in frequency is populated based on the existing Review frequency.
    • Target breakdowns are created according to the review frequency.
    • For targets with a Yearly breakdown interval, irrespective of whether the target is cumulative or non-cumulative, quarterly breakdowns are created and the target value distribution is set to Spread linearly across the time period (cumulative).
    • Example: A target with Quarterly review frequency and Yearly breakdown interval results in 8 quarterly breakdowns over two years. Actual values are populated per quarter, and planned target values are distributed linearly.

    Practical implications for ServiceNow customers

    • This migration harmonizes target tracking by consolidating frequency fields into a single Check-in frequency, simplifying management and reporting.
    • After migration, breakdowns reflect accurate and up-to-date progress and planning values, improving visibility into target performance.
    • Administrators should ensure the scheduled job runs post-upgrade to properly migrate legacy target data.
    • Owners or contributors may need to adjust Check-in frequency for targets with unsupported legacy options like Fortnightly to enable breakdown creation.

    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 Actual 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.