Symptom
Issue:
Employee is unable to cascade a group goal up to his manager. How to permission this?
Environment
Environment:
Goal Management v11 and v12.
Reproducing the Issue
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.
Cause
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>
Resolution
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.
Keywords
KBA , LOD-SF-PM-GM , Goals in PM Form , Problem