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
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Description       

Text     

Notes

KPI Notes

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Indicator         

DropDown     

Unit

KPI Measuring Unit

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Reporting Period

DropDown        

Period

KPI Reporting Period

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Aggregation Method

DropDown         

Aggregation