Goal Framework for SPM release notes
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Summary of Goal Framework for SPM Release Notes
The Goal Framework for Strategic Portfolio Management (SPM) is a ServiceNow application designed to help leaders track how work contributes to organizational strategy and monitor goal progress in real-time. It achieves this by enabling the automatic collection and aggregation of target actuals within the ServiceNow AI Platform. The framework supports detailed management of goals and targets, providing visibility and control over strategic initiatives.
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Key Features
- Goal and Target Progress Tracking: Enables cumulative and non-cumulative tracking of targets with breakdowns by daily, weekly, monthly, quarterly, and yearly intervals.
- Status Rollups: Introduces status rollup from target breakdowns to targets and from targets to goals for comprehensive progress visibility (version 2.9.0).
- Target-Work Association: Allows association of work or planning items with targets and goals, improving traceability of work contributions (version 2.2.0).
- Enhanced Target Management: Includes features like assigning targets to organizational entities, adding cancelled state options, and support for negative actual values.
- Improved User Roles and Access: Adds specific roles such as sngfa.targetbreakdowndecimals for decimal precision and grants business stakeholders access to Goals in the Strategic Planning Workspace by default.
- Flexible Target Updates: Enables modification of units of measure, start values, final target values, check-in frequencies, and target distributions without data loss.
- Graphical Progress Visualization: Provides visual progress graphs and historical actuals updates through the target side panel and activity streams.
Key Outcomes
- Improved Strategic Alignment: Organizations can better align work with strategic goals through clear associations between goals, targets, and planning items.
- Accurate and Automated Tracking: Automatic aggregation of actual values reduces manual effort and increases data accuracy for goal progress reporting.
- Enhanced Flexibility and Usability: Multiple breakdown intervals and the ability to extend targets allow customers to adapt tracking to their specific planning cycles.
- Streamlined User Experience: Role-based access and user interface improvements facilitate easier goal management for stakeholders and administrators alike.
Practical Considerations for ServiceNow Customers
- Review system requirements and compatibility details on the ServiceNow Store before upgrading or installing.
- Take advantage of the migration job provided to transition smoothly from deprecated fields like Breakdown Interval to Check-in Frequency.
- Utilize new role assignments to delegate goal management and viewing capabilities appropriately within your organization.
- Leverage status rollups and graphical progress features to enhance reporting and strategic decision-making processes.
Version history for the Goal Framework for SPM on the ServiceNow Store.
Important:
For details on system requirements and family compatibility, view the application
listing on the ServiceNow Store
website.
Version history
- Version 2.9.0 - July 2026
- New:
- Added status rollup from target breakdowns to targets for targets with cumulative target distribution.
- Added status rollup from targets to goals.
- New:
- Version 2.8.0 - June 2026
- Changed: Updated platform directives for Cobalt Raven ACLs and scoping bypass.
- Version 2.7.0 - March 2026
- New:
- Added anAssigned Entity field for Targets, enabling association of targets with an organizational entity.
- Added aCancelled state option for Goals and Targets.
- Updated reference fields to display only active Strategic Plans and Strategic Priorities.
- New:
- Version 2.6.0 - December 2025
-
- Changed: Users with the sn_gf_goal_admin role can update system properties specific to Goals.
- Fixed: Fixed value of target's actuals when target automation is enabled for PA indicator target source.
- Version 2.5.0 - August 2025
-
- Changed:
- Goals marked inactive will not be displayed in the Goals list when searched for in the Primary goal/Parent goal reference fields.
- Goals can now be associated with product model, valuestream, strategic program and initiative from their respective reference fields in the Goals list view.
- Changed:
- Version 2.4.1 - May 2025
- Fixed: The Check-in due date is not updated when the Actual value in a breakdown is cleared.
- Version 2.4.0 - February 2025
-
- Fixed:
- Actual value consistency when target distribution is changed from cumulative to non-cumulative.
- Support of negative numbers in target actuals to display in the progress tab of the target.
- Actuals handling on moving target start date to a future date.
- Fixed:
- Version 2.3.0 - November 2024
-
- New:
- Ability to have daily, weekly, and monthly breakdowns of targets apart from quarterly and yearly.
- The Progress tab in the target side panel displays a graphical visualization of the target's progress over the target's duration.
- Ability to easily enter or update actuals for the target through the side panel and cell context menu.
- Ability to view historical updates of target actuals.
- Activity stream is enabled in the Target and Goals full details record page.
- Target distribution dropdown to provide cumulative/noncumulative target value distribution over the time period.
- Ability to extend targets without any loss of data.
- Changed:
- The Breakdown interval field has been removed and target breakdown creation is driven only by the Check-in frequency field.
- Migration job (Migrate Breakdown Interval To Checkin frequency) to enable upgrade customers for a seamless transition from breakdown interval to check-in frequency.
- Ability to modify the unit of measure, start value, final target value, check-in frequency, and target value distribution without any data loss.
- Removed: The Breakdown interval and Cumulative target fields are deprecated.
- New:
- Version 2.2.3 - August 2024
-
- Fixed:
- The Primary target field in the planning item gets updated when target field is updated in the existing record in the Goal/Target Relationship related list.
- The Target value of the yearly breakdown (for target type minimize) displays yearly target value.
- Fixed:
- Version 2.2.2 - June 2024
- Fixed: Defect fix to manage scope issues for ppm entities such as demand and project.
- Version 2.2.0 - May 2024
-
- New:
- Ability to associate work or planning items to either targets or goals.
- The Target field has been added to the Goal/Target Relationship (m:m) table to support an association of a target with work.
- The Primary target field has been added to all planning item tables to support an association of a target with planning item.
- Auto-populate the Primary goal when the Primary target field is populated for a work or planning item.
- Changed:
- The Goals Relationship (m:m) table has been renamed to Goal/Target Relationship.
- The Primary goal field has been renamed to Primary on the Goal/Target Relationship table.
- The "Actual Value Source Configuration" section has been renamed to "Target Automation". Also, the Automate actual value option has been moved to the Target Automation section on the Target form.
- The default value for the Cumulative target field has been changed to true on the Target form. The Target value is cumulatively distributed across the quarters for cumulative targets.
- Fixed: Contributors of the target can edit target breakdowns and actual values.
- New:
- Version 2.1.0 - November 2023
-
New:
- Ability to manage targets cumulatively over quarterly or yearly intervals.
- Added the sn_gfa.target_breakdown_decimals system property to set the desired number of decimals to be visible on the target breakdown values.
- Added the sn_apw_advanced.spw_goal_user_read role to Business Stakeholder [business_stakeholder] users, so that they can access the Goals page within Strategic Planning Workspace, by default.
- Version 2.0.0 - August 2023
- New:
- Ability to set quarterly intervals/breakdowns for long-term targets to easily update and manage the targets.
- Ability to add remarks to capture the highlights for the actual value update.
- Version 4.1.2 - June 2023
-
Fixed: Addressed internal build quality issues.
- Version 1.1.1 - May 2023
- Internal mandate related to ACLs.
- Version 1.1.0 - February 2023
- Goal Framework for SPM (Strategic Portfolio Management), formerly known as Advanced Goal Framework, empowers leaders to better track how work contributes to strategy and monitor goal progress in real-time by enabling target actuals to be collected and aggregated automatically within the ServiceNow AI Platform.