Understanding Project Portfolio Management KPIs

PeopleSoft delivers predefined KPIs for use with PeopleSoft Portfolio Management. Predefined KPIs are the basis for analysis within Project Portfolio Management. It is important to understand the definition detail to understand what is being calculated in your scorecard results.

This section discusses:

KPI terminology.
Delivered elements.

KPI Terminology

The predefined KPIs are built using tablemaps, datamaps, filters and constraints. These are the building blocks of the PeopleSoft Enterprise Performance Management. In addition to these key components, Project Portfolio Management uses the PeopleSoft Scorecard tools to construct the analysis calculation, and the rules and relationships pertaining to the individual KPIs.

Term	Definition
KPI Definition	Defines a KPI to the system. You specify how to calculate it, the KPI dimension members, and their target rules.
What this KPI does	Narrative description of this KPI.
Calculation Description	The analysis calculations that comprise the KPIs, which illustrate the record and fields being accessed. The tablemaps and datamaps access this information. The type of aggregation that is occurring: This information is shown on the data element panel. The criteria necessary to access a specific field: This information is shown on the filter The fields that are being aggregated: This information is shown on the data element panel.
Calculation Expression	The entry in the Calculation Expression field on the Calculations - Expression (KP_CALC_DEFN2) page.
Composite Pieces	KPIs used if this is a composite KPI; this is blank or n/a for all but composite KPIs.
Data Used in the KPI	KPI Name or KPI ID. Not used for composite KPIs, which are listed in Composite Pieces row.
Calculation Definition	Defines calculations on which a KPI is based.
KPI Calculation Rule	Assigns calculation IDs to a KPI.
TableMap	Defines the physical relationships between tables and is the foundation for DataMaps.
DataMap	Enables you to define what subset of data gets processed by or uses a specific business rule. For example, you might use a filter to specify or "filter" out only employees who have a review rating of 3 or higher.
Constraint	Is based on DataMaps. Constraints allow you to define business rules for processing and also enable you to reuse and group filters.
Data Element	Defines a subset of data and the rules by which to group it. Data elements are used as the basis for key performance indicators and as target values for KPI dimension members.
Model ID	Enables you to define the type of data you want to analyze and how you want to analyze it.
Scenario	Points to a Model ID and defines the business rules, economic assumptions, and chunking selection for processing.
KPI Dimension Members	Individual items for which a KPI is assessed.
KPI Target Rule	Rules that determine how a KPI dimension member is assessed.
Dimension	An attribute, such as time, product, and location, used to categorize or identify a particular piece of data. In the Enterprise Performance Management product line, you can view product, customer and channel dimensions.
Perspective Type	A category for organizing CSFs and KPIs. Usually there are four: financial; customer; internal; and learning.
KPI Cause/Effect (KPIs affected by this KPI)	Which KPIs the current KPI impacts.
Critical Success Factor	The critical success factor to which this KPI is attached.
Strategy KPIs	Calculated values for assessing your critical success factors, strategic thrusts, and strategic initiatives. A KPI is associated with a strategy tree component or strategic initiative.
KPI Type	One of these: Manual, Calculated, Composite.

Delivered Elements

As delivered, Project Portfolio Management uses the naming conventions described in the following table for the sample data that is delivered with the DEMO database.

Scorecard ID for Project Portfolio Management Scorecard:

PM_PROJECTS

Strategy Tree:

PM_STRATEGY_01

Scenario ID

PPM_SCENARIO