Configure a table for an assigned entity

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Configure a table for an assigned entity type, so that the goal user can associate goals with the required assigned entity.

    시작하기 전에

    Role required: sn_gf.goal_admin

    이 태스크 정보

    • By default, with the installation of Strategic Planning, the assigned entities, Business Unit [business_unit], Department [cmn_department], and Company [core_company], Product Model [cmdb_model], Value Stream [cmn_value_stream], Intiative [sn_align_core_initiative], and Strategic Program [sn_align_core_program] are installed.
    • With the activation of PPM Standard (Project Portfolio Management), the Portfolio [pm_portfolio] assigned entity is installed.

    프로시저

    1. Navigate to All > Enterprise Goal Management > Assigned Entities.
    2. Click New.
    3. On the form, fill in the fields.
      For field information, see Goal Assigned Entity Configuration form.
    4. Click Submit.