KPI Tracking (v10.xx)

The KPI Tracking document is a special type of Generic document with a specific subform. It is generated to track performance and ensure progress toward achieving your KPI Target detail (KPI target at the project-level). There are three available options for generating KPI Tracking documents, configured in the General setup of the 'Portfolio' database via the 'Metric capture mode' field:

1. On Deliverables: KPI tracking documents can be included in a Deliverable document by enabling this option.
   
2. By Month: KPI tracking documents can be automatically generated as part of the Project Progress Report document when this option is enabled.
3. Free: KPI tracking documents can be manually created as an 'Other document' of type 'KPI Tracking' when this option is enabled.
   

Saving a 'KPI Tracking' document (in any mode) generates KPI Tracking Detail documents. For each 'KPI Tracking Detail' document in the project, a corresponding KPI Target detail document is created.

Open the document and report current values.

Field	Use
Title	Indicates the title of the document. This is the title displayed document views. Mandatory.
Project	The main identifier of the project. It may include the project name or both name and code, depending on 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 the corresponding 'Project description' document.
Phase	The phase of the project to which the document belongs.
Status	Visible if the document is part of a workflow. Displays the current status of the document. The label acts as a shortcut to open the Workflow window. If the user is permitted to change the status, clicking the field opens a dialog box to modify the status.

Assigned to Visible if the document is part of a workflow and assigned to someone. Displays the currently assigned resources.

Rich text The body of the document. This is a rich text field that allows the inclusion of text, pictures, attached files, etc.

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