Maintaining KPI Values

Pages Used to Maintain KPI Values

Page Name	Definition Name	Navigation	Usage
KPI Targets	KP_KPI_MANL_TBL	select Key Performance Indicators, then select Manual Entry, then select Enter KPI Targets	Enter target values for KPIs.
Manual KPI Values	KP_KPI_MANL_TBL	select Key Performance Indicators, then select Manual Entry, then select Enter KPI Value	Enter actual values for manual KPIs.
Manual KPIs Search	KP_KPI_MANL_FILTER	select Key Performance Indicators, then select Manual Entry, then select My Manual KPIs	Enter criteria for viewing manual KPIs for which you are either the owner or associate owner.
My Manual KPIs	KP_KPI_MANL_LIST	From the Manual KPIs search page, specify the parameters, and then click Search.	Review and enter actual values for manual KPIs for which you are either the owner or associate owner.

KPI Targets Page

Use the KPI Targets page (KP_KPI_MANL_TBL) to enter target values for KPIs.

Navigation

select Key Performance Indicators, then select Manual Entry, then select Enter KPI Targets

Image: KPI Targets page

This example illustrates the fields and controls on the KPI Targets page. You can find definitions for the fields and controls later on this page.

Business Unit, Scenario ID, Fiscal Year, Accounting Period, KPI ID, and Dimension Member

When you initially access this page, you are in search mode; specify the business unit, scenario, fiscal year, accounting period, KPI ID and dimension member for which to enter values, and then click Search. Leave the Dimension Member field blank to retrieve all the KPI dimension members that match the specified parameters that you have permission to access. The system supplies default business unit and scenario ID values based on the values specified in the My Profile page.

Search

Click to retrieve the KPI dimension members that meet the specified criteria and to enable access to the KPI value fields.

Enable Search

Click to conduct another search for manual KPIs. This enables access to the search parameter fields.

Save

Click to save the target values.

Current Tab

Enter target values for each KPI Dimension member for the current period using the fields in this grid.

Target Value

Enter the target value for the period.

This is the value that is considered to be 100 percent of target.

Annual Goal

Enter the target value for the annual goal for the KPI dimension member.

Confirm Zero

Select to confirm that an actual value is zero. The system ignores a value of zero unless you select this option.

Cumulative Tab

If the KPI is defined with the No Aggregation check box selected, then the Cumulative tab is available; access this tab to enter quarter-to-date and year-to-date values.

QTD Target

Enter the target value for the KPI dimension member's quarter-to-date results (from the beginning of the current quarter through the current period).

Confirm Zero

Select to confirm that an actual value is zero. The system ignores a value of zero unless you select this option.

QTD Annual Goal

Enter the target value of the annual goal for the current quarter-to-date.

YTD Target

Enter the target value for the year-to-date results (from the beginning of the current fiscal year through the current period).

YTD Annual Goal

Enter the target value of the annual goal for the current year-to-date.

Manual KPI Values Page

Use the Manual KPI Values page (KP_KPI_MANL_TBL) to enter actual values for manual KPIs.

Navigation

select Key Performance Indicators, then select Manual Entry, then select Enter KPI Value

Image: Manual KPI Values page

This example illustrates the fields and controls on the Manual KPI Values page. You can find definitions for the fields and controls later on this page.

Business Unit, Scenario ID, Fiscal Year, Accounting Period, KPI ID, and Dimension Member

When you initially access this page, you are in search mode; specify the business unit, scenario, fiscal year, accounting period, KPI ID and dimension member for which to enter values, and then click Search. Leave the Dimension Member field blank to retrieve all of the KPI dimension members that match the specified parameters that you have permission to access. The system supplies default business unit and scenario ID values based on the values specified in the My Profile page.

Search

Click to retrieve the KPI dimension members that meet the specified criteria, and enable access to the KPI value fields.

Enable Search

Click to conduct another search for manual KPIs. This enables access to the search parameter fields.

Save

Click to save the actual values.

KPI Details

Expand this group box to view the dimension, owner, measure and aggregation setting for the KPI.

KPI Values

Complete the fields within this grid to enter values for the KPI dimension member. If the KPI is defined with the No Aggregation check box selected, then the Cumulative tab is available; access this tab to enter quarter-to-date and year-to-date values.

Actual Value

Enter the KPI dimension member's results for the current period. The default value for this field is zero.

Confirm Zero

Select to confirm that an actual value is zero. The system ignores a value of zero unless you select this option.

QTD Value

Enter the KPI dimension member's quarter-to-date results (total amounts from the beginning of the current quarter through the current period). Access this field by selecting the Cumulative tab, which is available only for KPIs that have the No Aggregation check box selected on the KPI Definition page.

YTD Value

Enter year-to-date results (total amounts from the beginning of the current fiscal year through the current period) for the KPI dimension member. Access this field by selecting the Cumulative tab, which is available only for KPIs that have the No Aggregation check box selected on the KPI Definition page.

Note: You must run the KPI Calculation Application Engine process (KP_ANALYZE) for these values to affect assessment results.

My Manual KPIs Page

Use the My Manual KPIs page (KP_KPI_MANL_LIST) to review and enter actual values for manual KPIs for which you are either the owner or associate owner.

Navigation

select Key Performance Indicators, then select Manual Entry, then select My Manual KPIs.

From the Manual KPIs search page, specify the parameters, and then click Search.

Return to KPIs Search

Click to access the Search for My Manual KPIs page, where you can specify different search parameters.

KPIs - Values Tab

Click to access the KPI Definition page, where you can review the details for the KPI.

Actual Value

Enter the KPI's actual value for the period. The default value for this field is zero.

Confirm Zero

Select to confirm that an actual value is zero. The system ignores a value of zero unless you select this option.

Status

Displays the status of the KPI. Initially, the status is Awaiting Input. After you enter a value and save the page, the Status field is blank, and the Confirm Zero field is unavailable for entry.

Reset

Click to eliminate an entered value. This restores the value to zero. As long as the Confirm Zero field is not selected, no value is stored for the KPI dimension member when you save the page.

KPIs - Audit Tab

Access this tab to review when and by whom the values were changed.