Project Workflows – Configuring KPIs
- amani imtiyas
- Paul Angelo (Unlicensed)
The KPIs Object consists of two main tabs:
KPI Explorer tab
KPIs
Target or Actual
Graph
KPI Evaluation
This object and its tabs can be renamed.
Prerequisites and dependencies
KPI Explorer: KPIs must be defined via interplan.
KPI Evaluation: KPIs must be linked to the project via the KPI Explorer tab.
KPI Explorer
No fields available for configuration.
KPI Explorer: KPIs
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Name | Text | Name | KPI Name | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Description | Text | Notes | KPI Notes | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Indicator | DropDown | Unit | KPI Measuring Unit | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Reporting Period | DropDown | Period | KPI Reporting Period | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Aggregation Method | DropDown | Aggregation | KPI Aggregation Method | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Calculation Method | DropDown | Calculation Method | KPI Calculation Method | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Responsible Officer | DropDown | Responsible Officer | Responsible Officer for KPI | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Data Entry Officer | DropDown | Reporting Officer | Reporting Officer for KPI | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Custodian | DropDown | Custodian | KPI Custodian | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Data Source | DropDown | Data Source | KPI Data Source | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
KPICategory | RadioButton | KPI Category | KPI Category | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Timeframe | RadioButton | Timeframe | Timeframe for KPI | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Input Type | RadioButton | Input Type | Input Type for KPI | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Active | CheckBox | Active | Indicates active KPI | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
KPI Type | RadioButton | KPI Type | KPI Type | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
KPI Explorer: Target or Actual
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Reporting Year | Dropdown | Reporting Year | KPI Reporting Year | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Target | Numeric | Target | KPI Target | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Variance | Numeric | Variance | KPI Variance | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Notes | Text | Notes | KPI Notes | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
KPI Explorer: Graph
No fields available for configuration.
KPI Evaluation
No fields available for configuration.
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