CIM records - Strategies, Goals - Portfolio Mgmt and CIMs
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03-01-2025 04:32 PM
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?
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03-12-2025 09:57 AM
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.