--- 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 --- # Configure # Configuring Strategy and Goals {#ariaid-title1} Release version: Australia Updated November 5, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 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 Configuring Strategy and Goals Strategy and Goals in the Strategic Planning Workspace is designed for easy adoption without mandatory configuration. Unlike portfolio plan goals, goals in this workspace can be created and managed directly on a board without prerequisites or limitations, ensuring all goals that meet filter criteria or selected entities are visible. Show full answer Show less ## Optional Configuration Although not required, several administrative configurations can enhance goal management to fit your organization's needs: * **Migrate legacy goals data:** Transfer existing goals from legacy tables to new Goal Framework tables via a scheduled job, enabling continued management of current goals and priorities. * **Set display limit for goals:** Adjust the default maximum of 250 goals shown on the Goals page by modifying the `snalignws.goalhierarchy.maxrecords` system property. * **Customize goal and target labels:** Rename the Goal and Target tables to align with your organization's terminology, such as changing "Goal" to "Objective" or "Target" to "Key Result." * **Configure assigned entities:** Define goals at any organizational level, with default entities including Business Unit, Department, Company, Product Model, Value Stream, Initiative, and Strategic Program. Additional assigned entities can be configured to create boards tailored to specific organizational units. * **Configure goal preferences:** Set preferences such as calendar type for goal setting, weighted average calculations for progress, and deletion behaviors for goals and targets. * **Configure reminders for target actuals:** Automate notifications to target owners and contributors to update actual progress before due dates, based on defined check-in frequencies. * **Configure Goal insights generation:** Enable and schedule an AI-driven insights generation job to provide automated analysis and insights for selected goals. ## Practical Benefits for ServiceNow Customers This configuration flexibility allows you to quickly start managing goals without complex setup, while also providing options to tailor the experience to your organizational structure and terminology. Migration tools ensure continuity from legacy systems, and automated reminders and AI insights help maintain goal progress and informed decision-making. Strategy and Goals in Strategic Planning Workspace requires no mandatory configuration to get started. Unlike portfolio plan goals, you can create and manage goals on a board without prerequisites or limitations. For example, portfolio plan goals do not display if they are not created at the lens entity level or if the assigned entity fields are empty. In Strategy and Goals, all goals that match the applied filter criteria or selected entity are visible on the board. For details, see [Managing boards in Strategic Planning Workspace](https://www.servicenow.com/docs/bvRXfXNCdtpH4IRpfmMmBg "Using boards in Strategy and Goals within Strategic Planning Workspace, you can organize strategic plans, priorities, goals, and targets in a single, focused view.") and [Managing strategy and goals using boards](https://www.servicenow.com/docs/dMUUzxLuAmIddynj8WZ~vg "After creating a board, you can create strategic plans, priorities, goals, and targets that align with your strategic priorities to drive business outcomes."). ## Optional configuration for Strategy and Goals {#configuring-strategy-goal-strategy__section_gtw_whb_m3c} Although no mandatory configuration is required, you can perform the following administrative tasks based on your organization's needs. Migrate legacy goals data : If your organization uses the legacy goal and strategy tables (Goal, Enterprise Strategy, Business Unit Strategy, and Strategic Objective), you can migrate the existing data to the new tables by running a scheduled job. After migration, you can create boards and manage your existing goals and strategic priories. For details, see [Migrate existing goals data to Goal Framework tables](https://www.servicenow.com/docs/88lboIOPr37alLfu8P7VXA "If your organization uses the legacy goal and strategy tables (Goal, Enterprise Strategy, Business Unit Strategy, and Strategic Objective), you can migrate the existing data to the Goal Framework tables by running the scheduled job."). Set display limit for goals : By default, 250 goals are displayed in the Goals page. To modify this limit, configure the value in the sn_align_ws.goal_hierarchy.max_records system property. For details, see [Set display limit for goals and targets in Strategic Planning](https://www.servicenow.com/docs/dnMc7nGfB23tizcqdzyTsA "Update system property value to set the display limit for goals on the Goals page in Strategic Planning."). Customize goal and target labels : You can customize the labels for the Goal \[sn_gf_goal\] and Target \[sn_gf_goal_target\] tables to match your organization's terminology. For example, you can rename Goal to Objective and Target to Key Result. For details, see [Customize label for Goal and Target tables](https://www.servicenow.com/docs/BafUbf9LBsg6N6nY5CjJXw "Customize the label for Goal [sn_gf_goal] and Target [sn_gf_goal_target] tables according to your organization’s requirement."). Configure assigned entities : You can define goals at any level in your organization without assigning them to a specific entity. Using advanced filter criteria when creating a board, you can manage a specific set of goals based on any goal field value. For example, you can create a board to manage goals that belong to the Chatbot team. You can also create boards for your goals based on assigned entities. The default assigned entities are Business Unit \[business_unit\], Department \[cmn_department\], Company \[core_company\], Product Model \[cmdb_model\], Value Stream \[cmn_value_stream\], Initiative \[sn_align_core_initiative\], and Strategic Program \[sn_align_core_program\]. To create boards based on assigned entities other than the defaults, create an entry in the assigned entity configuration. For details, see [Configure a table for an assigned entity](https://www.servicenow.com/docs/w_rRsznPJSg7pSa~0pzVvw "Configure a table for an assigned entity type, so that the goal user can associate goals with the required assigned entity."). Configure goal preferences : Configure goal preferences including the calendar type for goal setting, weighted average calculation for goal progress, and deletion settings for goals and targets. For details, see [Configure goal preferences](https://www.servicenow.com/docs/KIgsKMRdeIW5~6iWYVB9MQ "Configure goal preferences to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets."). Configure reminders for target actuals : Configure reminders to automatically notify target owners and contributors to update actuals for their targets before the due date, based on the check-in frequency defined for each target. For details, see [Configure reminders for target actuals](https://www.servicenow.com/docs/s_YwMTFG_xf31bJ8TGDzug "Configure reminders to notify target owners and contributors to update actuals for their targets by a specified date."). Configure Goal insights generation : Activate the Goal insights generation scheduled job and configure the filter criteria to automatically generate AI-driven insights for a defined set of goals at a scheduled frequency. For details, see [Goal insights generation job](https://www.servicenow.com/docs/Fk8pXYPsqA3Cno6PiVQr9Q "The Goal insights generation scheduled job automatically generates AI-driven insights for a defined set of goals at a scheduled frequency.").