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I started writing this as a question, but I figured it out... but, as the error message is your typically un-helpful one, perhaps this will save somebody the hours it cost me...
I have a CRM 2013 onprem installation, I am the System Admin. I imported a bunch of goals from a spreadsheet. They imported fine. But whenever I opened certain goals, it gave me a permissions error. Of course, I'm the sys admin, so what could it be?
The goal the error pointed to seemed to be the same as all the rest; it had a custom period, it had rollup queries... Nothing seemed obvious... I had some that DID work, so I tried some things...
1) Changing the "Rollup Only From Child Goals" to Yes, from No, then saving and recalculating, and the error would go away...
But this is for a "lowest level" goal, so I don't HAVE any child goals... but that give me some hint that something was wrong with the rollup queries... But I used the exact same queries in all, some worked some didn't... Set it back to "No", and recalc, error comes back...
2) Goal Owner must have permissions against the entities in your rollup queries!
Our rollup queries used the standard in-progress one for opportunities, but we used a custom entity to capture the actuals. The rollup query seemed to work fine, but it hit me... I wonder if the Goal Owner needs permissions against this custom entity that is referenced in the rollup query? OK, check the role, sales manager, Eureka, no permissions against the custom entity! OK, so I gave it user level Create, Read, Append, and Append To... And... Success!! well, for this one anyway...
3) Goal Manager must have permissions against the entities in your rollup queries!
But I still had some that weren't working... At this point, I compared the one that I just got to work against the one not working... Same goal period, same rollup queries, same everything - except for the goal owner and the goal manager... So I changed the Goal Owner to the same as the one that worked... nope, still an error... Just for grins, I then set the Goal Manager to the same as the Goal Owner I knew had good permissions... recalc... and the error went away!!
Hot on the trail now, I set the Goal Manager to the correct one, and... error came back! Aha! Checking THEIR role permissions, and of course, as a manager, they had a different role... that did NOT have permissions against our custom entity... One more quick change to give them User level permissions against the custom entity, and.... VOILA!!! All working!
So, bottom line, the Goal Owner AND the Goal Manager all must have at least read permissions against all of the entities used in any of your rollup queries... sounds obvious... would have been nice if the error message was... HTH somebody...
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