2072231 - Setting Minimum & Maximum Number of Goals & Weights on a Plan - Goal Management

• How to set minimum and maximum number of goals in a Goal Plan?
• How to set the minimum and maximum weights of all goals in a Goal Plan?

SAP SuccessFactors Goal Management

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.

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).

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%.

More Information

• 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.) 

Note: as this is something that is changed in the XML, please contact your Implementation Partner. If you don't have a Partner, you can find for SAP Certified Partners via the SAP Partner Finder or, alternatively, speak with your Account Executive or Customer Engagement Executive about Professional Services options. On this specific scenario, you can also contact SAP Cloud Support via case requesting to the min/max Goals for the Goal Plan, min/max Goals per Category or Min/Max Weight per Objective. For more information on Software Change Requests, please kindly refer to KB Article 2250186 - SCR Form: XML Software Change Requests for PM / 360 Reviews Performance Processes / Templates.

For Partners & SAP Product Support

Objective Weight Rules

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

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 - only aplicable for Legacy goals, not supported in Latest Goal Management
3. Min/Max supported weight value for an individual goal 

Min/Max weight 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 weight per Category - Only Aplicable for Legacy Goals, not supported in Latest Goal Management

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

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 weight 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.

More 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 Objectives 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 Objectives per Category

Attributes are supported in the <category> element.

• max-goals
• min-goals

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.

Limitation

Please note that in latest goal, currently it is not supported to limit goals per category. Only the min-goals and max-goals at template level is supported.
*There is already an enhancement request in customer influence and you can vote or check the progress here 316301.

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