Does anyone know how to configure the "Set targets" button in Scenario Planning!?

[KhoendibG]

Hi all, 

I have been given the requirement that only users with the role sn_align_core.apw_admin, should be able to set targets for Scenarios. Basically, we have a large number of users who user Portfolio Planning, but we want to limit the ability to set Targets only to users with the Strategic Planning admin role. 

I have tried through the UI Builder, but can't seem to find the page for "scenario plans", the closest I get is "Compare Scenario" and then get completely stuck. Does anyone know if that button is added through the UI Builder or a Script Include? Could be through a UX Macroponent? Its been getting the better of me 

So back to the question, has anyone had any success in hiding the "Set targets" button from specific roles/groups? I am absolutely stumped! 

 

Thank you

Kay

[Schaganti]

Hi @KhoendibG,

The "Set Targets" button is most likely controlled through a UX Macroponent rather than a standard page component. Here are a few things worth trying:

1. Check Declarative Actions first Go to UI Builder and look under Declarative Actions — search for anything related to "Set Targets" or "Scenario." If it's registered there, you can add a role condition for sn_align_core.apw_admin fairly easily.

2. Dig deeper in Compare Scenario page Since you found the Compare Scenario page, expand the component tree on the left panel and look for the Set Targets button component. Check its visibility properties — you may be able to add a role-based condition directly there.

3. Script approach If you find a UX Data Broker tied to the button, you could add a simple role check like gs.hasRole('sn_align_core.apw_admin') to control visibility.

4. Last resort — HI Ticket Honestly if none of the above work, I'd raise a Support ticket. SPM internals can be quite locked down and ServiceNow support may have direct guidance on this.

Hope this helps point you in the right direction! Let us know if you crack it

[Tanushree Maiti]

Hi @KhoendibG 

Please refer this links, see if it helps you:

https://www.servicenow.com/community/spm-articles/step-by-step-guide-to-configure-alignment-planner-...