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# PM/GM - Templates Goal

The following article will help explain on how you can update Templates Goal in PM/GM through CodeBot.

1. First, navigate to the SAP SuccessFactors instance and go to **Manage Templates**. Select any **Object Plan Name** and take note of the **Instructions** **to your** **users**, as well as the **Start Date** and **End Date**. Now, let’s use **CodeBot** to efficiently modify and update this data.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1ko3qex.png)

2. Log into Codebot and on the dashboard, locate and click on the PM/GM module tile.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1vda3az.png)

3. Then, enter into your workspace.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_l52wwi.png)

4. Open your PM/GM workbook and navigate to the Templates Goal tab.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_djx591.png)

5. Here, lets change the data in column C ( **Instructions to your users** ), Column D ( **Start Date** ) and Column E ( **End Date** ).

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_4eow5e.png)

6. Set the Processing Status to pending in column AO and close the workbook.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1t9iv2y.png)

7. Back in CodeBot, click on the hamburger menu and select Start Configuration.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_m00adc.png)

8. If the SSO is implemented, log in using SSO. Enter Execution Notes, check the Templates Goal checkbox, and click on Confirm and Start to begin the process.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1d6xn6g.png)

9. The execution is processing. Click the “i” icon to track the progress.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_17n9rk6.png)

10. Refresh the logs to view updated information.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_8cie72.png)

11. Once Complete, review the screenshots to see where the changes have been made in the instance.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_ssjyjm.png)

12. Reopen the PM/GM workbook. Successfully updated information will be highlighted in green.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_qz6lfi.png)

13. The Processing Status will change from pending to processed.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_19qca68.png)

14. To verify, open your SuccessFactors instance again and notice that the data has been successfully updated in the instance using CodeBot.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1gyjva5.png)

By following these steps, you can seamlessly update Templates Goal in PM/GM through Codebot.

Thank you!