Open the KPI to be edited from the KPI list and select the Configure tab.



To change the Code or KPI name, click on the header which shows the Code and Name, at the top.


Click on References to see all other areas that reference the selected KPI.



Settings


Capture the general settings here, such as:

  • Baseline dates
  • Target frequency 
  • Performance Period
  • Decimal points


Also specify the manner in which the KPI Chart should be displayed e.g. how many months should be visible. A control chart can be configured by setting performance ranges for the KPI chart with on track and at-risk targets.



Calculation


Convert the KPI to a calculated KPI by adding references and specifying the applicable formula to be used.


Click +Add to include KPIs that will be referenced in the formula calculation. To verify the calculation of the formula, click Test Formula and review the results in the table below.


Configure the calculated KPI as follows if you do not want the targets/baselines to be determined from the formula:

  • Check 'Do you want to manually capture targets' - If you would like to manually capture or Import the targets for this calculated KPI.
  • Check 'Do you want to manually capture baselines' - If you would like to manually capture or Import the baselines for this calculated KPI.

Access


Set permission to the KPI at a global or confidential level; if specific users need access, add them by clicking on +Add 


Remember to click Save at the top right to avoid changes being lost.