SAP Knowledge Base Article - Public

2072231 - Manage Templates - Setting minimum and maximum number of goals and weights on a plan - Goal Management

Symptom

  • How to set minimum and maximum number of goals on a goal plan. How to set the minimum and maximum weights of all goals in a Goal Plan.
  • Note: Some of the steps provided may only be possible by Partners or Support depending on your access to xml tools. If you are unable to do this via Admin Tools, please open a Support Case for us to assist.

Environment

  • Goal Management

Resolution

Goal Plan Number of Goals: You now have the option to set the minimum and maximum number of goals that can be added to a Goal Plan and goal section in a review form. To use this option, To use this option, please reach out to our Partners to have your Goal Plan updated. (TGM-1862)

 

Helpful Tips

  • The plan level and category level objective counts are independant of each other, meaning, it's possible to set conflicting limits (e.g. plan max is 5 goals and category max is 10).
  • Category objective count is only supported when categories are defined as elements.
  • The validation provides "soft" warnings and not strictly enforced errors (i.e. nothing is stopping the user from exceeding the limits configured).

Goal Plan: Additionally, you now have the option to set the minimum and maximum weights of all goals in a Goal Plan. You can also get an alert when the weights don't equal 100%. To use this option, please reach out to our Partners to have your Goal Plan updated. (TGM-853, TGM-515)

 

Helpful Tips

  • You don't have to configure both a minimum and a maximum.  
  • Goal plan weight sum validation is independent of category validation (i.e. you could configure a category to have a higher max or a lower min than the goal plan min/max.
  • Decimals are supported (i.e. you can set max to 100.5%, just be sure your weight field definition also supports decimals in the field-format)
  • Categories must be defined as elements in order for category level weights to be applied
  • The rules are "soft" warnings and not enforced errors (i.e. nothing stops a user from exceeding the max configured limit.)

 

CS Info Only

Objective Weight Rules

Minimum and maximum weights can be set for objectives, for objective categories, and for all objectives in total.

<obj-plan-template min-weight="1" max-weight="50" min-weight-per-obj="100" 
max-weight-per-obj ="120">
<category id="Customer" min-weight="1" max-weight="50">
<category-name>Customer</category-name>
</category>
</obj-plan-template>

The system supports configurations for the following weight rules

  1. Min/Max for the sum of all goal weights in the goal plan
  2. Min/Max for the sum of all goal weights in a category
  3. Min/Max supported weight value for an individual goal

 

Min/Max for a goal plan

The attributes to control this are found under the main <obj-plan-template> element and are:

  • max-weight
  • min-weight

Example: Configure a goal plan to have a maximum total goal weight of 100%

<!DOCTYPE obj-plan-template PUBLIC "-//SuccessFactors, Inc.//DTD Objective Template 4.0//EN" "objective-template_4_0.dtd">
<obj-plan-template spellchk="true" new-obj-share-status-public="true" instructions-viewdefault="off" alerts-viewdefault="on" cascade-parent-viewdefault="on" cascade-child-viewdefault="on" pager-max-objs-per-page="10" pager-max-page-links="9" pager-max-children-per-parent="3" display-alignment-format="goals" more-details-child-format="goal-plan" share-confirm="true" unshare-confirm="true" allow-group-goal="true" goal-tree-link="true" use-text-for-privacy="false" max-weight="100">

 

Min/Max per Category

The attributes to control this are found under the <category> element.

  Category level support for min/max weights only works when categories are defined as elements and not when categories are defined as field definitions.

OK: <category id="Financial">
NO: <field-definition id="category">

Example: Define that for the Financial category, goals should have a total min weight of 25% and a total max weight of 50%
   <category id="Financial" min-weight="25" max-weight="50">
    <category-name>Financial</category-name>
  </category>

 Each category can have a different min/max value.

 

Min/Max per Objective

Attributes supported at the top <obj-plan-template> element.
Example: Each goal must have a weight between 5% and 50%
<obj-plan-template spellchk="true" new-obj-share-status-public="true" instructions-viewdefault="off" alerts-viewdefault="on" cascade-parent-viewdefault="on" cascade-child-viewdefault="on" pager-max-objs-per-page="9999" pager-max-page-links="9" pager-max-children-per-parent="3" display-alignment-format="goals" more-details-child-format="goal-plan" share-confirm="true" unshare-confirm="true" allow-group-goal="true" goal-tree-link="true" use-text-for-privacy="false" max-goals="14" min-goals="4" min-weight="0" max-weight="100.5" min-weight-per-obj="5" max-weight-per-obj ="50">

max-goals=> attribute defines the max number of goals for a goal plan. If the number of goals exceeds max-goals value, a warning will be displayed.
min-goals=> attribute defines the min number of goals for a goal plan. If the number of goals are below min-goals value, a warning will be displayed.

Helpful Tips

  • You don't have to configure both a minimum and a maximum.  If no maximum is required, do not include the attribute in the goal plan template XML.
  • Goal plan weight sum validation is independent of category validation (i.e. you could configure a category to have a higher max or a lower min than the goal plan min/max.
  • Goal plan min/max has a dependency on goal plan pagination (i.e. pager-max-objs-per-page has to be greater than 0).  Otherwise, the min/max will not show up.
  • Decimals are supported (i.e. you can set max to 100.5%, just be sure your weight field definition also supports decimals in the field-format)
  • Categories must be defined as elements in order for category level weights to be applied
  • The rules are "soft" warnings and not enforced errors (i.e. nothing stops a user from exceeding the max configured limit because there is not state management for a goal plan).

 

Display the goal plan total weight

In order to display the goal plan level weight total you have to define either a min or max for total goal plan weight.  If you don't want to have a min or a max, set the value to a large number so it won't be reached (e.g. max-weight="9999").

Objective Count Rules

Min/max objective counts can be configured at the goal plan level as well as the category level.

 

Min/Max Objective Count per Goal Plan

Attributes are included in the <obj-plan-template> element:

  • max-goals
  • min-goals

Configuring these attributes will display to the min/max goal counts as well as a warning message when the number of goals on a plan do not fall within this range.  You do not need to configure both attributes, you can configure a goal plan to only have a max if so desired.

Example: Each goal plan can have a maximum of 15 goals

<obj-plan-template spellchk="true" new-obj-share-status-public="true" instructions-viewdefault="off" alerts-viewdefault="on" cascade-parent-viewdefault="on" cascade-child-viewdefault="on" pager-max-objs-per-page="9999" pager-max-page-links="9" pager-max-children-per-parent="3" display-alignment-format="goals" more-details-child-format="goal-plan" share-confirm="true" unshare-confirm="true" allow-group-goal="true" goal-tree-link="true" use-text-for-privacy="false" max-goals="15" min-weight="0" max-weight="100.5" min-weight-per-obj="10" max-weight-per-obj ="110">

 

Min/Max Objective Count per Category

Attributes are supported in the <category> element.

  • max-goals
  • min-goals
      Category level support for min/max objectives only works when categories are defined as elements and not when categories are defined as field definitions.

    OK: <category id="Financial">
    NO: <field-definition id="category">

     Example: The Financial category should have a maximum of 5 goals in it.

 <category id="Financial" min-weight="25" max-weight="50" max-goals="5" >
    <category-name>Financial</category-name>
  </category>

Each category can have a different min/max value.

 

Helpful Tips

  • The plan level and category level objective counts are independant of each other, meaning, it's possible to set conflicting limits (e.g. plan max is 5 goals and category max is 10).
  • Category objective count is only supported when categories are defined as elements.
  • The validation provides "soft" warnings and not strictly enforced errors (i.e. nothing is stopping the user from exceeding the limits configured).
  • Goal plan min/max has a dependency on goal plan pagination (i.e. pager-max-objs-per-page has to be greater than 0).  Otherwise, the min/max will not show up.

Keywords

KBA , LOD-SF-GM-TMP , GM Template Management , How To

Product

SAP SuccessFactors HCM Core all versions