SAP Knowledge Base Article - Public

2993288 - Unable to Create or Edit Goals after Upgrading to Latest Version of Goal Management

Symptom

With the Latest version of Goal Management, users can't create or edit goals from Legacy templates even they have the correct permission. 

Environment

  • SAP SuccessFactors Goal Management
  • SAP SuccessFactors Career Development Plan

Reproducing the Issue

  1. Go to Development Plan
  2. Option to add/edit goals is not shown 

Cause

Goal template is still in Legacy view.

Resolution

To fix this, convert your existing goal plan templates so that you can use and edit your templates and the related goal data in the latest Goal Management.

  1. Go to Admin Center then Manage Templates.
  2. go to Goal tab then select the goal plan template that you want to convert.
  3. Choose Convert.

Please note: The conversion cannot be stopped or undone. Converting a template takes from a few minutes to several hours depending on the configuration and the amount of data in it.

  • An existing goal plan template can be converted only once.
  • We recommend that:
    • You convert existing goal plan templates that you actively use in the current goal cycle.
    • You convert the next template only after the previous one is converted.
  • We don't recommend that you convert existing goal plan templates that contain many complex calculation rules.

See Also

2978928 - Latest Version of Goal Management - Frequently Asked Questions (2H 2020)

Keywords

latest, version, goal management, latest, goals, objectives, can't edit goals, legacy, convert, 2H 2020, UXR, convert, objective, create, add, career, development plan , KBA , LOD-SF-GM-TMP , Template Management , LOD-SF-CDP-TMP , Template Management , Problem

Product

SAP SuccessFactors Performance & Goals all versions ; SAP SuccessFactors Succession & Development all versions