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 ...