Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

An organisation’s Key Performance Indicators can be added first and then they can be used to assess performance after creating targets, entering actuals, viewing graphs of the KPI and linking the KPI to the Organisational or Planning structure.

Go to Planning > Performance Management > KPIs.

Image Removedimage-20241107-104501.pngImage Added

The KPI list on the right displays all available KPIs in the system.

Image Removedimage-20241107-104316.pngImage Added

All single, normal KPIs are displayed with their KPI title.

Image Removedimage-20241107-105005.pngImage Added

KPI types, however are indicated as a superscript; ‘Trend’  KPIs by a small red ‘T’T, ‘Rollup’ KPIs with a small red ‘R’ R and ‘Calculated’ KPIs with a small red ‘C’C.

Image RemovedImage RemovedImage Removedimage-20241107-104809.pngImage Addedimage-20241107-104930.pngImage Addedimage-20241107-104641.pngImage Added

Refer KPI Types for more information.

You can filter these records by ‘Only My KPIs’ which will display only the KPIs that you are responsible for. You can alternatively filter to view only the ‘Active’ KPIs, which will prevent any inactive KPIs from being displayed.

Image Removedimage-20241107-105135.pngImage Added

If you choose ‘Archived’ KPIs, it will display KPIs which are no longer shown in the default list because they have the ‘Archived’ checkbox ticked. 

You can also conduct a keyword search by typing in a few letters of the title and hitting ENTER on your keyboard.

View more details under the following sections:

Child pages (Children Display)

UG Footer 2024-20240103-072111.png