2154758 - Goal Management: Cascade Group Goal Up to Manager - Performance Management/Goal Management

Issue: 

Employee is unable to cascade a group goal up to his manager. How to permission this?

Environment:

Goal Management v11 and v12.

1. Login to SF as employee.

2. Click on Goals tab.

3. Select a group goal and try to cascade to Manager. 

4. In the select screen, the check box beside manager name will be greyed out. 

5. As a result of this, group goal cannot be cascaded.

Permissions are incorrectly configured, in the xml of goal plan, in the objective plan template and field permissions as well.

 <obj-plan-template ... allow-group-goal="false" >

<permission for="cascade-push">
<description><![CDATA[Write description here]]></description>
<role-name><![CDATA[EM+]]></role-name>
<role-name><![CDATA[EX]]></role-name>
<role-name><![CDATA[E]]></role-name>
</permission>

In the xml of goal plan, in the objective plan template, change allow-group-goal to true.

 <obj-plan-template ... allow-group-goal="true" >

In the permissions section, add a new role which permissions employee to cascade goal to his manager.

<permission for="cascade-push">
<description><![CDATA[Write description here]]></description>
<role-name><![CDATA[EM+]]></role-name>

<role-name><![CDATA[ED+]]></role-name>

<role-name><![CDATA[EX]]></role-name>
<role-name><![CDATA[E]]></role-name>
</permission>

 This will allow employee to cascade his goal to his manager.

KBA , LOD-SF-PM-GM , Goals in PM Form , Problem