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
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 planning 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. None

Tables installed with Strategic Planning Workspace

Table Description
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.
Goals tables
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.
Target

[sn_gf_goal_target]

 Stores the target details for the goal.
Units

[sn_gf_units]

 Stores the available units for measuring the progress of targets.
Target Progress

[sn_gf_goal_target_progress]

 Stores the target progress details for the goal.
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.
Context Variable

[sn_gfa_context_variable]

 Stores the context variable details for the target source.
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 Source

[sn_gfa_target_source]

 Stores the target source configuration details for automating the actual value of the targets.
Strategic Planning with PPM, Agile 2.0, and SAFe tables

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]

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.
Product Feedback tables

Feedback

[sn_align_core_feedback]

 Stores all the information about product feedback received from different sources.

Product idea

[sn_align_core_product_idea]

 Stores all the information about product ideas.

Feedback relationship

[sn_align_core_m2m_feedback_rel]

 Stores information about feedback associated to an entity (planning or non-planning item.
Financials tables

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.
Scoring tables
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.

Scheduled jobs installed with Strategic Planning Workspace

Scheduled job Description
Goals scheduled jobs
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.
Financials scheduled jobs
Create Financial Baseline For Planning Items Automatically create financial baselines for your planning items at a defined cadence.
Generate Labor Costs Automatically generate labor costs for attribute-based resource assignments.

Custom scripts installed with Strategic Planning Workspace

Name Description
Goals custom scripts
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

Name Description
Goals system properties
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_gfa_disable_target_breakdown Option to enable the target breakdowns feature at the instance level.
Strategic Planning with PPM

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
Product feedback properties
sn_apw_advanced.feedback.idea_feedback_queue_address Specifies the address for creating or submitting the feedback. With the sn_apw_advanced.feedback.idea_feedback_queue_address system property, you can configure email settings within your instance and submit feedback directly from your email account.
sn_apw_advanced.product_feedback_allowed_non_planning_items_for_link_item Specifies the non-planning items that can be linked to feedback or product idea. With the sn_apw_advanced.product_feedback_allowed_non_planning_items_for_link_item system property, you can link non-planning items such as incident, scrum tasks, agile stories, or items from safe application, agile development, PPM standard, or any global or scoped application tables to your feedback or product idea.
sn_apw_advanced.product_feedback_feedback_filters Specifies filters to sort through feedback information. With the sn_apw_advanced.product_feedback_feedback_filters system property, you can configure to add and remove the filters on the feedback overview page.
sn_apw_advanced.product_feedback_product_idea_filters Specifies filters to sort through product idea information. With the sn_apw_advanced.product_feedback_product_idea_filters system property, you can configure to add or remove the filters on the product idea overview page.