How KPI Values Are Generated
Schedule or submit the Update Project Performance Data process to generate KPI values and analyze project performance. However, if you want to generate KPI values for a particular period, then submit the Generate KPI Values process with an appropriate KPI period determination date.
You can assign a threshold level for the KPI values. The KPI values are generated and then a status indicator is assigned to the KPI based on the threshold you define.
Settings That Affect KPI Values
Before you submit the Generate KPI Values process from the Scheduled Processes page, you can set the following parameters:
|
Parameters |
Description |
|---|---|
|
KPI Period Determination Date |
Date used to derive the project accounting calendar and accounting calendar periods for performance measure calculations when KPI values are generated. |
|
Replace Current KPI Values |
Replaces the existing KPI values with the values that you're generating now. |
|
Delete Previous KPI Values |
Deletes the KPI values that were generated by prior runs of the Generate KPI Values process. |
|
Number of Days to Retain KPI Values |
Retains the KPI values for the specified number of days starting from the current date. The KPI values generated prior to the specified number of days are deleted. This parameter is applicable only when the Delete Previous KPI Values parameter is set to Yes. |
Suppose that you set the KPI Period Determination Date parameter value and generate the KPI values as mentioned in the following table:
|
KPI Period Determination Date |
Generation Date |
|---|---|
|
October 29, 2010 |
November 12, 2010 |
|
September 30, 2010 |
October 15, 2010 |
If you select the Replace Current KPI Values parameter and generate KPI values on November 18, 2010, then the KPI values generated on November 12, 2010 are replaced with the KPI values generated on November 18, 2010. You must select to replace the current KPI values for a given period if you want to retain one set of KPI values during the period.
You can also delete KPI values that aren't required for reporting. The Delete Previous KPI Values and Number of Days to Retain KPI Values parameters let you to delete KPI values that were generated prior to a specific number of days. For example, if today is November 18, 2010 and you want to remove all KPI values generated in the previous year, then select the Delete Previous KPI Values parameter and set the Number of Days to Retain KPI Values parameter to 322. All KPI values generated since January 1, 2010 are retained and KPI values generated before that period are deleted.
How KPI Values are Generated
KPI values are calculated based on the value of the performance measure associated with the project. The Update Project Performance Data process generates KPI values using the current date as the KPI period determination date. If you submit the Generate KPI Values process to generate KPI values, the KPI period determination date is used to determine the period. KPI values are generated for the period based on the options in the KPI definition.
Only one set of KPIs are maintained for a KPI period determination date. If KPIs are generated for the same date more than once, then the existing KPI values are overwritten by the latest KPI values.
Suppose that the KPI values are generated with the KPI period determination date of August 24 at 8:15 a.m. for projects A and B. For project B, KPI values are also generated with a KPI period determination date of August 24 at 10:45 a.m.. The KPI values for project B that are generated at 8:15 a.m. are deleted, but the KPI values of project A are retained.
Generate KPI Notifications
To automatically notify project managers after you generate KPI values:
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Go to Projects > Project Financial Management.
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In the My Projects page, right-click the project and select Manage Financial Project Settings.
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In the Manage Financial Project Settings page, click Reporting.
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Select the Notify project manager check box in the KPI Notifications section.