Specifying Measures for Strategy Nodes

Each strategy node tracks specific Measures or metrics. Each node can have multiple measures.

On the Measures tab, you can add new measures, edit and delete existing measures, and enter data for each measure. You can also view the charts for each measure from this page.

There must be one primary measure. Each measure can have a time series, (depending on the tracking frequency that was chosen), with two data streams, one for Plan data and one for Actual data. This time series can then be used for plotting charts of Plan vs. Actual data.

You can define separately how the Plan and Actual data for each node should be calculated. For example – Plan data may be entered manually, while the Actual data might be derived from a formula or through organization roll up. Depending on your choice, you will have to define additional parameters for the choice of data, for example, if you set the actual data to be Project Finances, you will have to further define whether the Finance Category should be Expenses or Savings and whether the operation performed should be to calculate an average or a sum.

Computed measures can only use measures come before it in the sort order. E.g. M3 can use M1 and M2 in its computation, but not M4. You can also use measure of child nodes. Allowed operators for calculations are +, -, /, *, ^. .

Related Topics

Working with the Strategy Nodes

Modifying the Order of Measures

Setting Status Indicators for Measures

Editing Data for Measures

Viewing the Strategy Details Report