KPI Tracking (v8.xx)

KPI Tracking (v8.xx)

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). There are different ways of doing this and 3 options are available from the General setup of the 'Portfolio' database. The 'Metric capture mode' field lets you define this as follow:

  • KPI tracking document can be included in a Deliverable document. This means that the option 'On deliverables' is checked.

  • KPI tracking document can be automatically generated in the Project progress report document. This means that the option 'By month' is checked.

  • KPI tracking document can be generated by creating an 'Other document' of type 'KPI Tracking'. This means that the option 'Free' is checked.

Saving a 'KPI Tracking' document (either mode) generates the KPI Tracking Detail documents. A 'KPI Tracking Detail' document is then generated for each KPI Target detail document in the project.

Open the document and report current values.



Field

Use

Title

Indicates the title of the document. This is the title that will appear in the views where documents are displayed. Mandatory.

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.

Status

Visible if the document is in a workflow. The current status of the document.

The label is a shorcut 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.

Link in Salesplace Available for the Lotus Notes client only.

Only appears if the application is linked to Salesplace and the customer in the corresponding 'Project description' document was selected in Salesplace.

If checked, then the document will appear in Salesplace, when viewing the history of the customer's company document, in the 'GP links' section. When double-clicked, the document will be opened directly in Genius Project.

Rich text The body of the document. Rich text field that can include texts, pictures, attached files, etc.


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