Goal Framework for SPM release notes

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Goal Framework for SPM release notes

    The ServiceNow® Goal Framework for Strategic Portfolio Management (SPM) application automates tracking the actual value of defined targets using the ServiceNow® Goal Framework application. The Xanadu release introduces enhancements focused on improved target breakdown and progress tracking capabilities.

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    Key Features

    • Enhanced Target Breakdowns: Allows creation of Daily, Weekly, Monthly, Quarterly, or Yearly breakdowns based on a configurable Check-in frequency. This enables precise updating and monitoring of target progress at intervals that suit your organizational needs.
    • Updated Target Form: The previous Cumulative target field is now replaced with a Target value distribution field, offering options to either spread targets linearly (cumulative) or split them equally (non-cumulative) over the time period.
    • Field Changes: The Breakdown interval and Cumulative target fields have been removed. The Review frequency field has been renamed to Check-in frequency to better reflect its purpose.

    Important Upgrade Information

    After upgrading to version 2.3.0, it is essential to run the Migrate BreakdownInterval To Checkinfrequency scheduled job. This job migrates existing Review frequency and Breakdown interval values to the new Check-in frequency field for all target records, ensuring continuity in tracking and reporting.

    Activation and Related Applications

    • Activation: Goal Framework for SPM must be requested and installed from the ServiceNow Store.
    • Integration with Strategic Planning: Use this application within the Strategic Planning module for graphical visualization of target progress and streamlined updates of actual values.
    • Extension of Goal Framework: This application extends the base Goal Framework by adding automation features to target management, enhancing goal setting and progress evaluation capabilities.

    Value for ServiceNow Customers

    With the Xanadu release, customers can expect more granular control and automation in tracking their strategic targets. The flexible breakdown intervals and updated UI improve ease of use and accuracy, enabling better alignment of goals with business outcomes and simplifying progress monitoring. Proper upgrade steps ensure a smooth transition to the improved functionality.

    The ServiceNow® Goal Framework for Strategic Portfolio Management (SPM) application enables you to automate the actual value of your targets for goals that are defined using the ServiceNow® Goal Framework application. Goal Framework for SPM was enhanced and updated in the Xanadu release.

    Goal Framework for SPM highlights for the Xanadu release

    Use the enhanced target breakdown feature to update actuals and track the progress of your targets in daily, weekly, monthly, quarterly, or yearly intervals.

    See Goal Framework for SPM for more information.

    Important:
    Goal Framework for SPM is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.

    Important information for upgrading Goal Framework for SPM to Xanadu

    After upgrading to Goal Framework for SPM v2.3.0, run the Migrate BreakdownInterval To Checkinfrequency scheduled job. This scheduled job migrates the existing values in the Review frequency and Breakdown interval fields to the Check-in frequency field in the target records. For more information on how these values are migrated for targets with different values, see Target breakdowns migration.

    New in the Xanadu release

    Enhanced target breakdowns
    Create Daily, Weekly, or Monthly target breakdowns according to how often you want to update and track the progress of the target. The target breakdowns are created based on the value selected in the Check-in frequency field. For example, if you select Monthly in the Check-in frequency field for a target spanning a year, then 12 monthly target breakdowns are created.

    UI changes

    Changes to Target form
    On the Target form, the Cumulative target field has been replaced with Target value distribution field. The field has two values that describe the target distribution: Spread linearly across the time period (cumulative) and Split equally across the time period (non-cumulative).

    Changed in this release

    Changes to Target form
    On the Target form, the Breakdown interval and Cumulative target fields have been removed, and the Review frequency field has been renamed to Check-in frequency.

    Activation information

    Install Goal Framework for SPM by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    Related ServiceNow applications and features

    Strategic Planning

    Use the Goal Framework for SPM application in the ServiceNow® Strategic Planning application to visualize the progress of your targets graphically and update the target actuals with ease.

    Goal Framework

    The ServiceNow® Goal Framework application helps you create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes.

    The Goal Framework for SPM application is an extension to the Goal Framework application. When you install Goal Framework for SPM, you get all the features of Goal Framework along with the target automation feature.