Components installed with Goal Framework and Goal Framework for SPM

reference australia Updated Sep 10, 2026 7 min read components-installed-with-goal-framework.md
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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.

sn_gf.strategy_planner_read

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

  • Create goals and targets.
  • Edit goals and targets created by other users.
  • 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.

  • assessment_admin
  • sn_apw_advanced.spw_goal_user
  • 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.strategy_planner
  • sn_gf.goal_user
## Scheduled jobs installed
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.
Copy Goal Assigned Entity To Target Populates the Assigned entity field on the targeted record with the value from the corresponding goal record.
GF - Override Goal and Target Number fields with customized prefixes Applies the prefixes that are set in the number records for goals and targets to the Number field of existing goals and targets, and keeps the numeric part of each number. For more information, see Change the number prefix for goals and targets.
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.
Migrate BreakdownInterval To Checkinfrequency Migrates the existing values from the Review frequency field to the Check-in frequency field in the target records. For more information, see Migrate target breakdowns.
Goal calendar alignment - Reset check-in frequency for stale targets Sets the check-in frequency of each stale target to None and deletes its breakdowns. The actual value of each target is kept. The job runs on demand. Its script takes a start date and an end date in YYYY-MM-DD format, and an optional encoded query in extraQuery to narrow the targets. For steps, see Reset the check-in frequency of stale targets.

Tables installed

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.

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

Name

Description

Benefit PlansA 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
Name Description
glide.ui.sn_gf_goal_target_activity.field Option to enable activity stream for fields of the targets.
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. This property is superseded by sn_gfa.calendar_type in Goal Framework for SPM.
sn_gf.maintain_constant_tolerance_percent Tolerance percentage that is used to determine whether the actual value of a Maintain constant target meets the planned target. The default value is 5. For more information, see Configure the tolerance for Maintain constant targets.
sn_gf.weighted_average_enabled Option to enable the weighted average logic to calculate the progress of goals from their subgoals and targets.
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.
sn_gfa.calendar_type Option to set the goal calendar mode. The available values are gregorian and fiscal. The default value is gregorian. Changing the value can make targets stale. For more information, see Setting a goal calendar.

Parent Topic:Goal Framework and Goal Framework for SPM reference

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