SAP Knowledge Base Article - Public

2508961 - Removing the Copy From Other Goal Plan Button

Symptom

Need to remove the option "Copy From Other Goal Plan" button from a Goal Template

copy button.PNG

Images and data are taken from SAP demo environments. Any resemblance to real-world data is coincidental.

Environment

SAP SuccessFactors Goal Management

Reproducing the Issue

Need to remove the 'Copy From Other Goal Plan' button but there is no option or permission to remove it.

Cause

The option to remove Copy From Other Goal Plan can be disabled in Admin Center via the "Goals Management Feature Settings".

Resolution

  1. To access the "Goals Management Feature Settings" in Admin Center, the user needs to have permission in "Goals Management Feature Settings" in RBP.

GMFS.PNG

  1. In Admin Center, go to "Goals Management" and click on "Goals Management Feature Settings"

admin center.PNG

  1. Uncheck "TGM/CDP Goals Transfer Wizard" option then click "Save".

switch.PNG

  1. The "Copy From Other Goal Plan" button should be removed.

 remove copy.PNG

Notes on Team goal for "Copy from other goal plan" : 

  • Copy from Goal plan is supported in Team goals (Latest Goal management).
  • There is no specific configuration to remove "copy from goal plan" specifically from team goals.
  • When create permission is enabled, then copy from goal plan option will show by default under team goals option. This is expected system design as of now.

Keywords

sf, success factors, PMGM, GM, copy from other goal plan, goal plan, add goals, objectives, add objectives, copy from other objective plan, objective plan , KBA , csg_q , LOD-SF-GM-ADM , Admin Tools, Settings, Permissions , How To

Product

SAP SuccessFactors Performance & Goals all versions