Symptom
Need to remove the option "Copy From Other Goal Plan" button from a Goal Template
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
- To access the "Goals Management Feature Settings" in Admin Center, the user needs to have permission in "Goals Management Feature Settings" in RBP.
- In Admin Center, go to "Goals Management" and click on "Goals Management Feature Settings"
- Uncheck "TGM/CDP Goals Transfer Wizard" option then click "Save".
- The "Copy From Other Goal Plan" button should be removed.
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