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.