Configure a table for an assigned entity

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

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

    Before you begin

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

    Role required: sn_gf.goal_admin

    About this task

    An assigned entity is an organizational unit or structure that a goal can be associated with, such as a business unit or department. Assigned entities provide context for goals by linking them to the relevant part of your organization, making it easier to track and manage goals at any level.

    Procedure

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