Key Performance Indicators
KPI Tracking Detail (v8.xx)
KPI Tracking detail documents are generated when the source document is saved or generated. The source document can either be a Project progress report, a Deliverable, or a KPI Tracking document depending on the settings used. A 'KPI Tracking Detail' ...
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). ...
KPI Target Detail (v8.xx)
KPI Target detail documents are generated from the KPI Target document. The number of documents generated depends on the options set in the General setup of the 'Portfolio' database: If 'Yearly targets' is set to 'Yes': A 'KPI Target Detail' document ...
KPI Target (v8.xx)
A KPI target lets you define a target to be reached in relation to a particular project and KPIs. A KPI Target detail document is then generated for each enabled KPI definition. NOTE: Only one 'KPI Target' document can exist for a project. Field Use ...
KPI Definition (v8.xx)
The KPI Definition can be created in the Create Context Menu. KPI Definitions are global for all projects. There can be more than one. Field Use KPI Name Define a KPI name which can also be incorporated into a hierarchy. Creating a hierarchy is done ...
KPI Access Rights (v8.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 ...