--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Target breakdowns migration # Target breakdowns migration {#ariaid-title1} Release version: Australia Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Target breakdowns migration This migration process is designed for administrators to update target breakdown data by running theMigrate BreakdownInterval To Checkinfrequencyscheduled job. It consolidates values from the existingReview frequencyandBreakdown intervalfields into the newCheck-in frequencyfield, and recalculates related target breakdown values based on current actuals. Show full answer Show less ## Migration Behavior and Frequency Mapping The migration handles targets differently depending on the original **Breakdown interval** and **Review frequency** settings: * **For targets with Breakdown interval set to None:** The **Check-in frequency** is populated from the existing Review frequency. Target breakdowns are then created according to this frequency unless the value was set to Fortnightly (which is no longer supported), in which case breakdowns are not created until the frequency is updated. * **For targets with Breakdown interval set to Quarterly or Yearly:** The Check-in frequency is populated from the Review frequency. Targets will have breakdowns created based on the Review frequency, with Yearly breakdown intervals resulting in quarterly breakdowns and cumulative linear distribution of target values. ## Key Details for Customers * The migration ensures that **Actual to date** , **Planned target value** , and **Actual fields** in target breakdowns reflect the current actual value and historical data. * When Breakdown interval was None but Review frequency was set (e.g., Monthly, Quarterly), breakdowns are created to reflect those review periods. * If both Review frequency and Breakdown interval were None, no breakdowns are created post-migration. * For yearly breakdown intervals, the system converts targets to quarterly breakdowns with cumulative linear distribution, updating actual values accordingly. ## Practical Outcomes After running the migration job, customers can expect: * Consolidated and standardized frequency settings in the **Check-in frequency** field. * Automatic creation or updating of target breakdowns aligned with the new frequency model. * Accurate reflection of target progress through planned and actual values in breakdowns, supporting better tracking and reporting. This migration simplifies target management by aligning breakdown intervals and review frequencies, ensuring continuity and accuracy in performance tracking post-upgrade. As an administrator, when you run the Migrate BreakdownInterval To Checkinfrequency scheduled job, the existing values in the Review frequency and Breakdown interval fields are migrated to the Check-in frequency field in the target records. The value in the Actual to date field for the target and values in the Planned target value and Actual fields for the target breakdowns are populated based on the current actual value of the target and values in the existing target breakdowns. ## Target breakdowns migration for targets with breakdown interval set to None {#target-breakdowns-migration__section_d5n_1wl_gdc} After running the job, the value in the Check-in frequency field for a target is populated based on the existing value in the Review frequency field of the target. If the existing value in the Review frequency field was set to any option other than None, then target breakdowns will be created for such targets based on the existing review frequency of the target. Even though Breakdown interval was set to None for a target, target breakdowns will be created for the target based on the existing review frequency of the target. The following table describes how the check-in frequency value is populated for targets with different values in the Review frequency and Breakdown interval fields.{#target-breakdowns-migration__table_tzq_kwl_gdc__entry__3} | Review frequency (Before upgrade) | Breakdown interval (Before upgrade) | Check-in frequency (After upgrading and running the job) | |-|-|-| | Yearly | None | Yearly | | Quarterly | None | Quarterly | | Monthly | None | Monthly | | Fortnightly | None | Fortnightly The Fortnightly option is retained and no target breakdowns will be created because the Fortnightly option is no longer supported. After the owner or a contributor of the target updates the check-in frequency for the target, the target breakdowns will be created accordingly. | | Weekly | None | Weekly | | Daily | None | Daily | | None | None | None In this case, no target breakdowns will be created. | [Table 1. Target breakdowns migration with breakdown interval set to None] {#target-breakdowns-migration__table_tzq_kwl_gdc} For example, consider a scenario where details of a target are as follows before upgrade: * The base value and target value of the target is 0 and 100, respectively * The review frequency is set to Monthly and Breakdown interval was set to None * The start date and end date of the target are 2024-01-01 and 2024-12-31, respectively * The current actual value of the target is 60 and the current month is August {#target-breakdowns-migration__ul_pns_3jn_gdc}In this case, after running the scheduled job 12 monthly target breakdowns are created for the target and the current actual value as 60 is populated in the August monthly breakdown. Also, the planned target value is populated for each breakdown. ## Target breakdowns migration for targets with breakdown interval set to Quarterly or Yearly {#target-breakdowns-migration__section_wwy_ywl_gdc} After running the job, the value in the Check-in frequency field for a target is populated based on the existing value in the Review frequency field of the target. Then, target breakdowns are created for the targets based on the existing review frequency of the target. The following table describes how the check-in frequency value is populated for targets with different values in the Review frequency and Breakdown interval fields.{#target-breakdowns-migration__table_sgf_l3m_gdc__entry__3} | Review frequency (Before upgrade) | Breakdown interval (Before upgrade) | Check-in frequency (After upgrading and running the job) | |-|-|-| | Quarterly | Quarterly | Quarterly | | Quarterly | Yearly | Quarterly | [Table 2. Target breakdowns migration with breakdown interval set to Quarterly or Yearly] {#target-breakdowns-migration__table_sgf_l3m_gdc} Note: For targets with breakdowns interval set to Yearly, irrespective of the target is of type cumulative or non-cumulative, after running the scheduled job quarterly target breakdowns will be created and the Target value distribution is set to Spread linearly across the time period (cumulative) for the target. For example, consider a scenario where details of a target are as follows before upgrade: * The base value and target value of the target is 0 and 80, respectively * The review frequency is set to Quarterly and Breakdown interval was set to Yearly * The start date and end date of the target are 2023-01-01 and 2024-12-31, respectively * The target is of type non-cumulative * The actual value achieved in each quarter is 10 starting from Q1-2023 till Q2-2024 * The current total actual value of the target is 60 and the current quarter is Q2-2024 {#target-breakdowns-migration__ul_rxs_j4n_gdc}In this case, after running the scheduled job 8 quarterly breakdowns are created and the Target value distribution is set to Spread linearly across the time period (cumulative) for the target. The current actual value for Q1-2023, Q2-2023, Q3-2023, Q4-2023, Q1-2024, and Q2-2024 quarterly target breakdowns are populated as 10, 20, 30, 40, 50, and 60, respectively. Also, the planned target value is populated for each breakdown.