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Removing last years' goals from the goal card

tinaK
Explorer

Hi,

our customer is using PMGM and has recently started a new performance cycle, so people have completed their 2022 Goal plans. However, not all goals on the 2022 goal plan are "completed", either because they have been "cancelled" or not met due to other reasons and wont be transfered to the 2023 goal plan.

The customer wants to keep this information intact, as it is an accurate representation of the goal states in this point in time.

Now, all those goals that have not yet been completed, show up in the Goal card on the Latest homepage.
Dismissing the goals will only cause them to reappear withing 7 days. "Mark complete" is also not an option, since some of those goals won't be completed for the reasons above and this would lead to missleading information and it's cluttering the goal card with no longer relevant goals.

SAP has provided the following conditions for the goal to disappear: Mark it complete, Delete the goal, or it will disappear after being more than 365 days overdue. None of these options sound good.

Have there been any ways to work around this and provide a solution? Maybe with permissions to the goal plan?

Thanks!

mridsha
Active Participant
0 Kudos

Unfortunately this is all can be done ,also you can raise this in learning room and see if Jordie and David has any workaround on this

Divya_Tiwari
Product and Topic Expert
Product and Topic Expert
0 Kudos

Hi Tina,

I think changing the default due date for the goal would do the trick for you.
Please refer SAP Note 2645537 - Set the Default Start and Due Date for Goal Plan Template - Goal Management : https://userapps.support.sap.com/sap/support/knowledge/en/2645537

KelleyCompton
Product and Topic Expert
Product and Topic Expert

This continues to be an issue for customers, was there a workaround found?

Thank you,

Kelley Compton

Accepted Solutions (0)

Answers (1)

Answers (1)

Neeraj_Jain
Active Contributor

Hello tinakarner,

Please refer below SAP Note.

https://userapps.support.sap.com/sap/support/knowledge/en/3263763

3263763 - Overdue Completed Goals In 'For You Today' Cards - Latest Home Page

Regards,

Neeraj Jain

dankraus
Explorer

Thanks Neeraj, this KBA is exactly what I needed.

Neeraj_Jain
Active Contributor
0 Kudos

If satisfied please accept the answer.

nitinjain
Explorer

Thanks Neeraj . That's exactly what we are looking in our implementation.

Regards

Nitin

Neeraj_Jain
Active Contributor
0 Kudos

Hello nitin.jain19,

Good to see that it's helpful to you. You can upvote on the answer.

Regards,

Neeraj Jain