Prashant_S
ServiceNow Employee
ServiceNow Employee

License - SPM Professional

 

For example you create a portfolio plan using Organization Lens and select Department : Finance as the portfolio entity. You don't see any goal listed in the Goals tab of your portfolio plan, however you have a goal in your instance which you would want to show up here for finance department. 

 

Screenshot 2025-04-10 at 3.49.37 PM.png

 

Open the goal you wish to display within your portfolio plan from lists (sn_gf_goal.list) and select the Assigned Entity Type as Department and Assigned Entity as Finance. Also make sure the start and end date of the goal is populated. 

Screenshot 2025-04-10 at 3.53.36 PM.png 

 

Now you can see that goal within the portfolio plan. If you create goals using the New goal button in Goals module within the portfolio plan, those goals will automatically show up as the Assigned Entity Type and Assigned Entity field will be populated and it should match the portfolio plan entity values. 

Screenshot 2025-04-10 at 3.55.26 PM.png
 

Incase the portfolio plan is created on Goals lens , all the goals show up irrespective of Assigned entity being populated. 

Version history
Last update:
‎04-10-2025 03:32 AM
Updated by:
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