A KPI target lets you define a target to be reached in relation to a particular project and KPIs. A KPITarget detaildocument is then generated for each enabled KPI definition.
NOTE: Only one 'KPI Target' document can exist for a project.
Field
Use
Project
This is the main identifier of the project, that can be the project name or name and code, depending on what is defined in the General setup document of the 'Projects' database. The project name and code are entered in the Project description document and affects all the documents.
The label is a link that opens directly the corresponding 'Project description' document.
Phase
The phase to which the document belongs. Always '[Global]'.
Status
Visible if the document is in a workflow. The current status of the document.
The label is a shortcut that opens the Workflow window.
When the user is allowed to change the status, the field itself is a shorcut that brings the dialog box to change the status.
Assigned to
Visible if the document is in a workflow and assigned to someone. The currently assigned resources.
KPI Target detail documents are generated from the KPI Target document. The number of documents generated depends on the options set in the General setup of the 'Portfolio' database: If 'Yearly targets' is set to 'Yes': A 'KPI Target Detail' document ...
The KPI Definition can be created in the Create Context Menu. KPI Definitions are global for all projects. There can be more than one. Field Use KPI Name Define a KPI name which can also be incorporated into a hierarchy. Creating a hierarchy is done ...
The KPI Tracking document is a special type of the Generic document with a specific subform. A KPI Tracking document is generated to track performance and make sure that you stay on track to hit your KPI Target detail (KPI target at project-level). ...
KPI Tracking detail documents are generated when the source document is saved or generated. The source document can either be a Project progress report, a Deliverable, or a KPI Tracking document depending on the settings used. A 'KPI Tracking Detail' ...
KPIs are created and defined in the Portfolio KPI Setup and apply to all Projects databases. Action Role Rules Creation [KPI_Creator] The role [KPI_Creator] is required to create KPI Definition documents. Update [KPI_Creator], [Setup] The role ...