Configuring Goal Framework and Goal Framework for SPM

As an administrator, use this section to set up the Goal Framework and Goal Framework for SPM applications.

Install Goal Framework and Goal Framework for SPM
You can install the Goal Framework (sn_gf) and Goal Framework for SPM (sn_gfa) applications if you have the admin role.
Migrate existing goals data to Goal Framework tables
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.
Configure goal preferences
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.
Configure a table for an assigned entity
Configure a table for an assigned entity type so that the goal user can associate goals with the required assigned entity.
Import goals and targets data from a spreadsheet
With the admin role, you can import your existing goals and targets data from a spreadsheet to the Goal Framework tables.
Update scheduled job to automate target actuals
Use the Goal Framework for SPM application to modify the run time for the scheduled job according to your preference to auto-update the actual value of the targets for which a target source has been configured.
Configuring target source for target automation using Goal Framework for SPM
Configure target sources for target automation so that the goal user can define a target source when setting a target for the goal. Defining a target source for a target updates the actual value of the target automatically.
Migrate target breakdowns
After upgrading to Goal Framework for SPM v2.3.0 or later, run the Migrate BreakdownInterval To Checkinfrequency scheduled job to migrate the existing values from the Review frequency field to the Check-in frequency field in the target records.
Defining a custom unit of measure
Defining a custom unit of measure helps the goal users to set the unit of measure for targets as per their choice. Unit of measures are two types, quantitative and qualitative.
Configure automatic status calculation for targets
Configure system-wide automatic status calculation settings to determine target and goal status automatically based on achievement percentages. Enable or disable automatic calculation and customize Green, Yellow, and Red threshold values to align with your organizational governance policies.
Configure the tolerance for Maintain constant targets
Set the tolerance percentage for Maintain constant targets to define the range of acceptable actual values and control how progress and status are calculated.
Change the number prefix for goals and targets
Change the prefix of the Number field for goals and targets, for example, from GOAL and TRGT to OBJ and KR when your organization uses objectives and key results, and apply the new prefix to existing records.
Setting a goal calendar
The goal calendar decides which periods your targets use for their check-in frequency and breakdowns. You can use the Gregorian calendar or a fiscal calendar.
Managing stale targets
Understand which targets become stale after a goal calendar change, and how to recover them.

Parent Topic:Goal Framework and Goal Framework for SPM

title	Configuring Goal Framework and Goal Framework for SPM
description	As an administrator, use this section to set up the Goal Framework and Goal Framework for SPM applications.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/australia/it-business-management/goal-framework/configuring-goal-framework.html
release	australia
product	Goal Framework
classification	goal-framework
topic_type	concept
last_updated	2026-09-10
reading_time_minutes	2
breadcrumb	Goal Framework and Goal Framework for SPMStrategic Portfolio Management