CIM records - Strategies, Goals - Portfolio Mgmt and CIMs

Jim Lemanowicz
Tera Contributor

In CIM records, there is a required field called "Strategy".
There are two strata - Enterprise & Business Unit
Goals are included as a related list for Enterprise Strategies (m2m_enterprise_s_goals)

 

Business Planner (Goal Framework) goals are in another table - sn_gf_goal table

How do these connect?

1 REPLY 1

Jim Lemanowicz
Tera Contributor

One thing we are thinking of is simply using the Business Planner (Goal Framework) goals - sn_gf_goal table instead of using Strategies at all. It would be simpler from the portfolio/business side of things.