Configuring KPIs

The KPIs Object consists of two main tabs:  

This object and its tabs can be renamed.

Prerequisites and dependencies

  • KPI Explorer: KPIs must be defined via the Planning area

  • 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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Last revised: November 26, 2017