Several types of components are installed with installation of the Strategic Planning application, such as user roles, tables, scheduled jobs, system properties, and custom scripts.

Note: The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

Roles installed with Strategic Planning Workspace

Table 1. Strategic planning workspace roles
Role title [name]DescriptionContains roles
Strategic Planning Workspace admin

[sn_align_core.apw_admin]

 Can access all the features in the Strategic Planning application.
Note: Goals and Capacity Planning can be accessed only with the sn_apw_advanced.spw_goal_user_read and sn_align_ws.spw_capacity_read roles respectively.
  • it_portfolio_manager
  • sn_align_core.apw_user
  • sn_gf.goal_admin
  • view_changer
Strategic Planning Workspace user

[sn_align_core.apw_user]

Can create, update, and delete portfolio plans, free-form roadmaps, and planning items.

This role can be given to users such as portfolio or product managers, business unit leads, and other planning personas.
  • sn_align_cmn_int.user
  • sn_milestones.milestone_editor
  • sn_gf.strategy_planner
  • sn_gf.goal_user
  • sn_align_core.ap_read_only
  • model_manager
sn_align_core.ap_read_only
  • Can view portfolio plans (Planning and Scoring pages) and free-form roadmaps that are shared with them.
  • Can add notes, comments, or attachments to portfolio plans and roadmaps that are shared with them.
  • sn_milestones.milestone_viewer
  • sn_dpr_model.product_enhancement_read
  • sn_dpr_model.product_feature_read
Milestones editor

[sn_milestones.milestone_editor]

 Can create, update, and delete milestones on the roadmap. sn_milestones.milestone_viewer
Milestones viewer

[sn_milestones.milestone_viewer]

 Can view milestones on the roadmap. None
Business stakeholder

[business_stakeholder]
  • Can create and update portfolio plans and free-form roadmaps.
  • Can add notes, comments, or attachments to portfolio plans and roadmaps that are shared with them.
  • Can personalize the roadmaps.
  • Can view generated resource capacity for planning items in the Capacity Planning screen.
  • Can view goals defined for the portfolio plan.
Note: Users with this role do not have access to create or edit any roadmap items.
  • sn_align_core.ap_read_only
  • sn_align_ws.spw_capacity_read
  • sn_apw_advanced.spw_goal_user_read
Table 2. Scenario planning roles
Role title [name] Description Contains roles
sn_align_ws.scenario_approver Can approve the scenarios for the portfolio. sn_align_core.apw_user
Table 3. Goals roles
Role title [name]DescriptionContains roles
sn_gf.goal_user_read Can view the goals. This role can be given to users such as the project user and demand user. None
sn_gf.goal_user
  • Can create, view, edit, and delete goals, sub-goals, and associated targets.
    Note:
    • A goal or sub-goal can be deleted only by the owner and contributors of the goal or its immediate parent goal when the sn_gf.allow_goal_deletion system property is set to Yes.
    • An associated target can be deleted only by the owner and contributors of the target or its goal when the sn_gf.allow_goal_deletion system property is set to Yes.
    • A goal can be edited only by the owner and contributors of the goal or its immediate parent goal.
    • A target can be edited only by the owner and contributors of the target or its goal.
  • Can remove the existing goal relationships between work item and goal, from the Goal Relationship [sn_gf_goal_m2m_relationship] table.
 sn_gf.goal_user_read
sn_gf.goal_admin
  • Can update the goal preferences
  • Can create target sources and context variables as part of enabling the target automation feature.
    Note: The sn_gf.goal_admin role is installed as part of Goal Framework installation but this privilege is added to the role when Goal Framework for SPM is installed.
.
  • sn_gf.goal_user_read
  • sn_gf.goal_user
sn_gf.strategy_planner_read Can view all strategic plans and strategic values. None
sn_gf.strategy_planner Can create, view, edit, and delete strategic plans and strategic values.
Note:
  • A strategic plan can be edited only by the owner and sponsor of the strategic plan.
  • A strategic value can be edited only by the sponsor of the strategic plan.
 sn_gf.strategy_planner_read
sn_gf.epmo_strategy_planner Can create, view, edit, and delete any goal.
  • sn_gf.goal_user_read
  • sn_gf.goal_user
  • sn_gf.goal_admin
  • sn_gf.strategy_planner
sn_apw_advanced.spw_goal_user Can view the Goals page in the Strategic Planning Workspace and edit goals and targets.
  • sn_apw_advanced.spw_goal_user_read
  • sn_gf.goal_user
sn_apw_advanced.spw_goal_user_read Can view the Goals page in the Strategic Planning Workspace. sn_gf.goal_user_read
Table 4. Alignment Planner Workspace with PPM, Agile 2.0, and SAFe roles
Role title [name] Description Contains roles

Strategic Planning integrations user

[sn_align_cmn_int.user]

Imports, exports, and manages planning items between Strategic Planning and Agile, SAFe, and PPM.

 connection_admin
Table 5. Capacity roles
Role title [name] Description Contains roles
sn_align_ws.spw_capacity_user Can generate resource capacity details. sn_align_ws.spw_capacity_read
sn_align_ws.spw_capacity_read Can view resource capacity details. None
Table 6. Financial planning roles
Role title [name] Description Contains roles
sn_align_ws.spw_financial_user
  • Can view financials, create cost plans and expense lines, create and compare financial baselines for planning items.
  • Can create, edit, and view financial values in scenario planning.
 None
sn_align_ws.spw_funding_user Can view the financial widgets while comparing scenarios and approve a scenario with financial changes. sn_align_ws.spw_financial_user

Tables installed with Strategic Planning Workspace

TableDescription
Custom planning item 1

[sn_align_core_custom_planning_item_1]

 Stores information for a additional planning item type.
Custom planning item 2

[sn_align_core_custom_planning_item_2]

 Stores information for a additional planning item type.
Custom planning item 3

[sn_align_core_custom_planning_item_3]

 Stores information for a additional planning item type.
Custom planning item 3

[sn_align_core_custom_planning_item_3]

 Stores information for a additional planning item type.
Custom planning item 4

[sn_align_core_custom_planning_item_4]

 Stores information for a additional planning item type.
Custom planning item 5

[sn_align_core_custom_planning_item_5]

 Stores information for a additional planning item type.
Demand

[sn_align_core_demand]

 Stores records created with Demand planning item type.
Epic

[sn_align_core_scrum_epic]

 Stores records created with Epic planning item type.

These records could be Scrum or SAFe epics.
Initiative

[sn_align_core_initiative]

 Stores records created with Initiative planning item type.
Lens

[sn_align_core_lens]

 Stores data of the lens configuration.
Lens structure

[sn_align_core_lens_structure]

 Stores data of lens entities and the relationship between them for different lenses.
Milestone

[sn_milestones_milestone]

 Stores data of milestones.
Planning Item

[sn_align_core_planning_item]

 Stores the data of all planning item types.
Portfolio plan

[sn_align_ws_portfolio_plan]

 Stores data of portfolio plans.
Project

[sn_align_core_project]

 Stores records created with Project planning item type.
Roadmap configuration

[sn_align_ws_roadmap_configuration]

 Stores the configuration data for tables that are used to create portfolio roadmaps and free-form roadmaps.
Strategic Program

[sn_align_core_program]

 Stores records created with Strategic Program planning item type.
Table 7. Goals tables
TableDescription
Context Variable

[sn_gfa_context_variable]

 Stores the context variable details for the target source.
Goal

[sn_gf_goal]

 Stores the goal details.
Goal Assigned Entity Configuration

[sn_gf_assigned_entity_config]

 Store the assigned entity configuration for a table for an assigned entity type, so that the goal user can associate the goal with the required assigned entity.
Goal Core

[sn_gf_core_goal]

 Stores the core (basic) details for the goal. The Goal [sn_gf_goal] table extends the Goal Core [sn_gf_core_goal] table.
Goal Relationship

[sn_gf_goal_m2m_relationship]

 Defines the relationship between a goal and items (Project, Demand, Program, Scrum Epic, Scrum Feature, SAFe Epic, SAFe Feature, and Planning item).
Strategic Plan

[sn_gf_strategic_plan]

 Stores the strategic plans defined for each planning organization hierarchy.
Strategic Priority

[sn_gf_strategy]

 Stores the strategic priorities defined for the organization.
Strategy Value

[sn_gf_strategy_value]

 Stores the strategic values for strategic plans.
Target

[sn_gf_goal_target]

 Stores the target details for the goal.
Target Breakdown

[sn_gfa_target_breakdown]

 Stores the target breakdown details for the target that were created based on the breakdown intervals specified for the target.
Target Progress

[sn_gf_goal_target_progress]

 Stores the target progress details for the goal.
Target Source

[sn_gfa_target_source]

 Stores the target source configuration details for automating the actual value of the targets.
Units

[sn_gf_units]

 Stores the available units for measuring the progress of targets.
Table 8. Strategic Planning with PPM, Agile 2.0, and SAFe tables
TableDescription

Field Map

[sn_align_cmn_int_field_map]

Field mappings for work items between Strategic Planning and the execution applications.

Alignment Integration

[sn_align_cmn_int_integrations_setup]

 Integration setup information for your instance.

Table Map

[sn_align_cmn_int_table_map]

 Table maps for work items between Strategic Planning and the execution applications.

Integration Mapping

[sn_align_cmn_int_integration_mapping]

 Integration mappings for work items between Strategic Planning and the execution applications.

Import Request

[sn_align_cmn_int_import_request]

 Stores the information for import requests created to import records from PPM, Agile Development 2.0, or SAFe to Strategic Planning.

Instance Mapping

[sn_align_cmn_int_instance_mapping]

 Stores instance mapping information between Strategic Planning and the execution applications.

Integration Error

[sn_align_cmn_int_integration_error]

 List of the integration errors.

Choice Map

[sn_align_cmn_int_choice_map]

 Workflow choice mappings for work items between Strategic Planning and the execution applications.
Table 9. Financials tables
TableDescription

Investment Baselines

[sn_invst_pln_invst_investment_baseline]

 Stores the information about the financial baselines.

Investment Baseline Headers

[sn_invst_pln_invst_investment_baseline_header]

 Stores all the information about financial baselines and the investment tables.

Investment Budget

[sn_invst_pln_invst_budget]		 Stores the migrated budget information to work on lean budgeting at required time scope.

Scenario item financial

[sn_align_ws_scenario_item_financial]

 Stores the updated budget value of planning items from scenario planning in simulation mode.

Scenario target

[sn_align_ws_scenario_target]

 Stores the portfolio-level target budget in scenario planning.
Table 10. Scoring tables
Table Description
Scoring Framework

[sn_apw_advanced_scoring_framework]

 Stores the records of scoring frameworks such as RICE, WSJF, Value vs Effort, or any new custom framework.
Scoring Framework Attribute

[sn_apw_advanced_scoring_attributes]

 Stores the attributes of each of the scoring frameworks such as Reach, Impact, Confidence, Effort, Value, Job Size, Time Criticality, and so on. These attributes are of Glide var type fields.
Table 11. Digital Product Release Data Model tables
Table Description
Product Enhancement

[sn_dpr_model_product_enhancement]

 Stores the information about the product enhancement of a product feature.
Product Feature

[sn_dpr_model_product_feature]

 Stores the information about the function or capability that adds value to a product for the customer.

Scheduled jobs installed with Strategic Planning Workspace

Table 12. Goals scheduled jobs
Scheduled jobDescription
Migrate Goal, Strategy, and Work item data to the Goal Framework and related Planning item tables Migrates the existing goals data to the Goal Framework tables. For information on what data is migrated and how the data can be migrated, see goal data migration.
Migrate goal relationships for assigned entities Populates the fields, Assigned entity type and Assigned entity on the Goal form based on the data in the Goal Relationship [sn_gf_goal_m2m_relationship] table if you have created m2m relationship with lens entities other than Company, Business Unit, Department, and Portfolio.
Clear the Planning item value in the Goal Relationship for strategic items Clears the planning item value in the existing Goal Relationship records for strategic items - Program and Initiative.
Update Actual value of the targets using Goal Framework for SPM Updates the actual value of the targets by collecting the data from the respective target sources, so that the progress of the targets is updated and then the targets' progress is rolled up to the goals.
Create Goals Demo Data with Target Breakdowns Creates a target breakdowns demo data for the targets.
Table 13. Financials scheduled jobs
Scheduled jobDescription
Create Financial Baseline For Planning Items Automatically create financial baselines for your planning items at a defined cadence.
Migrate budget for active demands and projects Migrate the budget of your planning items as a bulk action.
Generate Labor Costs Activate scheduled jobs to automatically generate labor costs for attribute-based resource assignments for Projects and Demands.
Generate Labor Costs For Epic Activate scheduled jobs to automatically generate labor costs for attribute-based resource assignments for Epics.

Custom scripts installed with Strategic Planning Workspace

Table 14. Goals custom scripts
Name Description
Benefit Plans

A target source with predefined script.

 Predefined script that updates the Actual value field on the target form by fetching the required value from the Actual benefit field or Non-monetary actual benefit field from the monetary or non-monetary benefit plan records. For script template, see Predefined target automation script for benefit plans.
Note: You can use the Benefit Plans custom script only when PPM Standard (Project Portfolio Management) is installed.

System properties installed with Strategic Planning Workspace

Table 15. Portfolio Planning and Portfolio Planning Core system properties
NameDescription
sn_align_ws.portfolio_plan_items_limit Option to define the number of planning items to be loaded on the planning page.
Note: If the value in the system property is more than 250, the performance of the UI may degrade. The default value is 250.
sn_align_ws.item_milestone_limit Option to define the number of milestone items to be loaded in the Roadmap tab. The default value is 50.
sn_align_ws.is_scenario_planning_disabled Option to enable the scenario_planning feature.
sn_align_core.planning_item_types_allow_list Option to define the planning item types to be allowed for configured for a portfolio plan.
Table 16. Goals system properties
NameDescription
glide.ui.sn_gf_goal_target_activity.fields Option to enable activity stream for fields of the goals and targets.
sn_align_ws.goal_hierarchy.max_records Specifies the number of goals to be loaded on the Hierarchy tab on the Goals view.
Note: If the value in the system property is more than 500, the performance of the Goals UI may degrade. The default value is 500.
sn_gf.allow_goal_deletion Option to enable deletion of goals. The default value is true.
sn_gf.allow_target_deletion Option to enable deletion of targets. The default value is true.
sn_gf.goal_calendar_type Option to set calender type for setting goals. The available calendar types are Gregorian Calendar and Fiscal Period. The default value is Gregorian Calendar.
sn_gf.weighted_average_enabled Option to enable the weighted average logic to calculate the progress of goals from their subgoals and targets.
sn_gfa_disable_target_breakdown Option to enable the target breakdowns feature at the instance level. The default value is false.
sn_gfa.target_breakdown_decimals Option to define the number of decimals to show for target values while generating the target breakdowns. The default value is 2.
sn_gfa.weeklyCheckInDayToMapMonth Option to define end day of the week for weekly target breakdowns mapping to month. The default value is Friday.
Table 17. Strategic Planning with PPM system properties
Name Description

com.sn_align_cmn_int.bulk_import
  • Type: Choice list
  • Default value: INSERT
  • Other possible values:
    • INSERT
    • <Value 2 name>:
  • Location: System Property [sys_properties] table
  • Learn more: Configure bulk import