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

KPI Aggregation Method

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Calculation Method

DropDown             

Calculation Method

KPI Calculation Method

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Responsible Officer

DropDown         

Responsible Officer     

Responsible Officer for KPI

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Data Entry Officer

DropDown              

Reporting Officer     

Reporting Officer for KPI

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Custodian

DropDown     

Custodian     

KPI Custodian     

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Data Source

DropDown     

Data Source       

KPI Data Source       

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

KPICategory

RadioButton     

KPI Category         

KPI Category         

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Timeframe         

RadioButton     

Timeframe         

Timeframe for KPI

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Input Type

RadioButton     

Input Type

Input Type for KPI

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Active         

CheckBox     

Active         

Indicates active KPI

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

KPI Type

RadioButton     

KPI Type

KPI Type

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

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
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Target

Numeric

Target         

KPI Target         

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Variance

Numeric

Variance         

KPI Variance         

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

Notes

Text     

Notes  

KPI Notes  

ALWAYS ENABLED
-
SYSTEM CONSTANT

ALWAYS VISIBLE
-
SYSTEM CONSTANT

ALWAYS MANDATORY -
SYSTEM CONSTANT

KPI Explorer: Graph

No fields available for configuration.

KPI Evaluation

No fields available for configuration.

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Configuring Objects

 

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