Project Workflows – Configuring KPIs
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 |