KPI Tracking Detail (v10.xx)

KPI Tracking Detail (v10.xx)

KPI Tracking detail documents are generated when the source document is saved or generated. The source document can be a Project progress report, a Deliverable, or a KPI Tracking document, depending on the configured settings.

A 'KPI Tracking Detail' document is created for each KPI Target Detail document of the project.

Note: From a 'KPI Target Detail' document, it is possible to open the corresponding 'KPI Target' document by clicking on the Header link located at the right of the first section's title.



Field

Use

Name

The name of the KPI the detail refers to. Computed.

Source

The subject of the document the detail was originated from. The label is a link to the source document itself.

Project

The main identifier of the project (name or name and code), as defined in the General setup of the 'Projects' database. The project name and code are entered in the Project description document and affects all the documents. Computed.

The label links directly to the corresponding 'Project description' document.

Phase

The phase to which the document belongs. Computed.

Status

Editable. Indicates the project leader's estimation of how the target is reached. Possible values: 'Good', 'Average' and 'Bad'.




Field

Use

Initial date

The initial date of the source document:

- Deliverable: the initial date.

- Project progress report: the last date of the progress report period (month).

- KPI tracking document: the document date from the document's header.

NOTE: Only deliverables generated from the Cerri Planner plan have an initial date. Otherwise the date is empty.

Initial value

The reference value for the specified metric in this project. Editable number. Displayed in project currency and, if different, in reference currency.

Planned date

The planned date of the source document:

- Deliverable: the planned date.

- Project progress report: the last date of the progress report period (month).

- KPI tracking document: the document date from the document's header.

Planned value

The reestimated value for the specified metric in this project. Editable number. Displayed in project currency and, if different, in reference currency.

Actual date

The actual date of the source document:

- Deliverable: the planned date.

- Project progress report: the last date of the progress report period (month).

- KPI tracking document: the document date from the document's header.

Actual value

The current value for the specified metric in this project. Editable number. Displayed in project currency and, if different, in reference currency.


Field

Use

Description The body of the document. Rich text field that allows inclusion of text, pictures, attached files, etc.



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