Key Performance Indicators
KPI Target (v10.xx)
A KPI target defines the target objectives for a particular project and its associated KPIs. For each enabled KPI definition, a KPI Target detail document is generated. NOTE: Only one 'KPI Target' document can exist per project. Field Use Project ...
KPI Target Detail (v10.xx)
KPI Target detail documents are generated from the KPI Target document. The number of documents created depends on the configuration in the General setup of the 'Portfolio' database: If 'Yearly targets' is set to 'Yes': A 'KPI Target Detail' document ...
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 ...
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' ...
KPI Access Rights (v10.xx)
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 ...
KPI Definition (v10.xx)
The KPI Definition can be created using the Create Context Menu. KPI definitions are global for all projects, and it is possible to define more than one KPI. Field Use KPI Name Define a KPI name, which can also be organized into a hierarchy by ...
Popular Articles
Archive Setup
Archiving is part of the project life cycle, and can be performed at any time, whatever the project status is. Data of existing projects is stored in a separate database either to backup a project or to archive completed projects. It requires one to ...
How to Access the “Setup and Administration” Console
The Module Setup and Administration Console tools are accessible from the upper right-hand corner of the Geniusproject user interface. Click the icon in the upper right corner. A drop down list appears with all available modules, select the one you ...
Who is the Application Manager?
The Application Manager is the user with the most rights in the Geniusproject application. The Geniusproject configuration and management requires deep insight into the application. Before starting with Geniusproject, the application manager must ...
Initial Setup, On-Premise Only (v8.xx)
The initial setup is done once per database after its installation by the administrator, if not done already. It consists of: Linking the new database to the 'Portfolio' database (the 'Portfolio' database is the only one not linked). The creation or ...
Resources Administration
The resources administration consists of the creation of new resources (users), companies and groups, and in their update when necessary. One Resource document is necessary for each user of the application. A resource may be created even if there is ...