> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.sfcodebot.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # PM/GM - Goal Plan The following article will help explain on how you can create a goal plan through SFCodeBot. 1. Navigate to CodeBot for SAP SuccessFactors, and enter your login details. [![](https://storage.crisp.chat/users/helpdesk/website/1fd10aa8837f3400/9b4d16b7-258d-40ee-acba-3b4026_1bg12ku.png)](https://downloads.intercomcdn.com/i/o/737011845/b8b5b364884d3af2227dbf73/image.png) 2. On the Home screen, click on the PM/GM module. [![](https://storage.crisp.chat/users/helpdesk/website/89a970f9e73a2000/7dcd8a5d-faed-4926-a615-51e312_5dt21e.png)](https://downloads.intercomcdn.com/i/o/736996678/50305472abc2983dd041325e/image.png) 3. Select your workspace from the next screen. [![](https://storage.crisp.chat/users/helpdesk/website/9a4b070572101800/5d2b7272-7b6a-4660-9ad2-6fdb41_162f11d.png)](https://downloads.intercomcdn.com/i/o/736996850/758b0c53ade03fa68a642444/image.png) 4. Navigate to a generated workbook in my case iteration # 125. Click the sheet icon. [![](https://storage.crisp.chat/users/helpdesk/website/e8eafed5fa399000/eb975661-2e29-41aa-b4d5-57b756_nps20r.png)](https://downloads.intercomcdn.com/i/o/736996976/bca1a04625e0a6f00a9ccd84/image.png) 5. The workbook will appear in a new tab on your browser. Select the Templates Goal worksheet. [![](https://storage.crisp.chat/users/helpdesk/website/8798f8fb2bc3900/b3e3608d-8735-401e-a1fa-72fd2f_1gjryq4.png)](https://downloads.intercomcdn.com/i/o/736997168/554ea811ef249dc63aa5b1c8/image.png) 6. In section one (Columns A – H), choose a goal plan you wish to create along with some basic information. Section two (Column I – M) allows us to order the fields inside our plan while, section three (Column N – U) helps to add these fields in the first place. Section 4 (Column V – AA) helps us manage dropdown options while section five (Column AB – AI) determines column options for a certain field as reflected on the instance. Section six (Column AJ – AL) supports categories for our plan. Fill the data in the following manner and set the processing status to pending in section seven (Column AM – AN). **Screenshot 1:** [![](https://storage.crisp.chat/users/helpdesk/website/5d5446d1f0185000/29d1e6c5-3a9a-468b-9c68-2f0853_dxauue.png)](https://downloads.intercomcdn.com/i/o/736997468/42a542df1556736e374ea0c8/image.png) **Screenshot 2:** [![](https://storage.crisp.chat/users/helpdesk/website/5e756256b0f73400/f135accb-41ef-42dd-a17e-a940fe_1e20mcd.png)](https://downloads.intercomcdn.com/i/o/736997736/fdbd3509c880d9b2cb1d857d/image.png) **Screenshot 3:** [![](https://downloads.intercomcdn.com/i/o/736997872/fceaa754ace8f0f73f9c3fe0/image.png)](https://downloads.intercomcdn.com/i/o/736997872/fceaa754ace8f0f73f9c3fe0/image.png) **Screenshot 4:** [![](https://downloads.intercomcdn.com/i/o/736997980/35c573e77a7d58636ea48f00/image.png)](https://downloads.intercomcdn.com/i/o/736997980/35c573e77a7d58636ea48f00/image.png) **Screenshot 5:** [![](https://downloads.intercomcdn.com/i/o/736998172/dc896f8cdbc16a9f8ea976c7/image.png)](https://downloads.intercomcdn.com/i/o/736998172/dc896f8cdbc16a9f8ea976c7/image.png) **Screenshot 6:** [![](https://downloads.intercomcdn.com/i/o/736998257/654ae73299eff745cda5a7cb/image.png)](https://downloads.intercomcdn.com/i/o/736998257/654ae73299eff745cda5a7cb/image.png) **Screenshot 7:** [![](https://downloads.intercomcdn.com/i/o/736998333/d6b5db62ccf519243bf84c8b/image.png)](https://downloads.intercomcdn.com/i/o/736998333/d6b5db62ccf519243bf84c8b/image.png) 7. Close the workbook and navigate back to SFCodeBot. Click the hamburger icon under the Actions tab for the same iteration number. Select ‘Start Configuration’ option from the dropdown menu. [![](https://downloads.intercomcdn.com/i/o/736998681/9fdb24e5609d8511f99ac849/image.png)](https://downloads.intercomcdn.com/i/o/736998681/9fdb24e5609d8511f99ac849/image.png) 8. The Start Configuration popup will appear. Enter your credentials and some execution notes. Lastly, select the Templates Goal checkbox, and hit Confirm and Start buttons. [![](https://downloads.intercomcdn.com/i/o/736998810/a9d10bbfd65a5608788519ea/image.png)](https://downloads.intercomcdn.com/i/o/736998810/a9d10bbfd65a5608788519ea/image.png) 9. Later on, you can click the information icon to monitor the progress of your iteration. Screenshots will be visible once changes are successfully pushed to the instance. [![](https://downloads.intercomcdn.com/i/o/736999075/f0e15637945621dc10c89af4/image.png)](https://downloads.intercomcdn.com/i/o/736999075/f0e15637945621dc10c89af4/image.png) 10. Once the status shows complete, go back to the workbook, and observe that a template has been added successfully as the row and its corresponding fields is now highlighted green. Meanwhile, the processing status has also turned to Processed. [![](https://downloads.intercomcdn.com/i/o/736999277/b9f70b3f7b5638bad5c94196/image.png)](https://downloads.intercomcdn.com/i/o/736999277/b9f70b3f7b5638bad5c94196/image.png) [![](https://downloads.intercomcdn.com/i/o/736999355/fcf74928f7e1f5e92e9f07c1/image.png)](https://downloads.intercomcdn.com/i/o/736999355/fcf74928f7e1f5e92e9f07c1/image.png) [![](https://downloads.intercomcdn.com/i/o/736999463/e19d34218b95f30e510f757d/image.png)](https://downloads.intercomcdn.com/i/o/736999463/e19d34218b95f30e510f757d/image.png) [![](https://downloads.intercomcdn.com/i/o/736999517/546a6b07ddc6042ae7725e88/image.png)](https://downloads.intercomcdn.com/i/o/736999517/546a6b07ddc6042ae7725e88/image.png) [![](https://downloads.intercomcdn.com/i/o/737000052/db84ce5ab18f32b81f7988d2/image.png)](https://downloads.intercomcdn.com/i/o/737000052/db84ce5ab18f32b81f7988d2/image.png) [![](https://downloads.intercomcdn.com/i/o/737000182/3e1aa6453beee0349e2f2afd/image.png)](https://downloads.intercomcdn.com/i/o/737000182/3e1aa6453beee0349e2f2afd/image.png) [![](https://downloads.intercomcdn.com/i/o/737003505/6aec819d5e100919329432dc/image.png)](https://downloads.intercomcdn.com/i/o/737003505/6aec819d5e100919329432dc/image.png) 11. You can confirm the changes you made by navigating to the Manage Templates page on SAP SuccessFactors and then selecting the Goal Plan tab. [![](https://downloads.intercomcdn.com/i/o/737004264/7d1fc046138704e85837ef7f/image.png)](https://downloads.intercomcdn.com/i/o/737004264/7d1fc046138704e85837ef7f/image.png)