Cascading a set of top-level goals or strategic priorities to all portfolios in SPW

phil_bool_unifi
Tera Guru

I'm looking for a way to share a core set of Goals (sn_gf_goal) to all Strategic Portfolios, when the Lens used to generate the Strategic Plan is "Project Portfolio".   
I'm able to see how configuring the goals for a Company record allows those to be cascaded to Business Units and Departments hierarchically when using the 'Company' Lens. 

However, if you're using the Project Portfolio Lens, there doesn't seem to be a way to get these to cascade down. 

 

The portfolio record doesn't have a company record.  You can select a Portfolio that has a Business Unit set, and that Business Unit has a Company value set, but that Company's Goals don't get cascaded to the Portfolio.

It seems that this functionality only responds to the 'Aligned Entity' on the Goal record, and that option only allows selection of a single portfolio, meaning the only way I can see to duplicate goals on all portfolios is to duplicate the goals, which doesn't work at all because then effort wouldn't be shared.

If there's no way to do this OOB, does anyone know which data object and which UI Builder page controls the API/GlideRecord that finds the list of goal records (particularly those to be displayed in "hierarchy")?  I've had a dig around, and while I can find the Strategic Planning Workspace pages, I can't find the page that sits between the 'Portfolio Plan' page and the 'Record' page (the URL just seems to show 'sub').  If I could just find that query, I could fix it...

Thanks in advance!

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