In This Article:

Overview

Assigning Sequences

Overview

Once the KPI/ Idea Sequences have been created or edited, they can be assigned to a Site or Department level to automatically generate a unique identifier for a newly created KPI or Idea/Initiative


For PMO Instance:

  1. Navigate to Portfolio and click on Portfolio Management
  2. Select the Site level to assign the KPI or Idea Sequences for
  3. Click on Configuration
  4. Select Sequences Assignment
  5. Once the sequences have been assigned, click Save


For CI Instance:

  1. Navigate to Administration and click on Organisational Structure
  2. Select the Site level to assign the KPI or Idea Sequences for
  3. Click on Configuration
  4. Select Sequences Assignment
  5. Once the sequences have been assigned, click Save

Assigning Sequences

To assign Sequences to KPI, Ideas, Concepts and Activities, follow the steps outlined below:

  1. Select Sequence Assignment from the configurations outlined above
  2. From the drop-down list, select the sequence to be assigned to KPIs, Ideas, Concepts, or Activities. When any of these are created, they will be assigned the code identifier configured based on the selected sequence.
  3. Once selected, click Save
On PMO instance, you can create and select unique sequences for each site level


Additionally, for the PMO instance, you can set a specific Idea Sequence based on a Portfolio Type. The sequence set on the Portfolio Type will override the sequence set on the Portfolio. For example, if "Sequence Example" is selected for Portfolio Type "Department 1" (see screenshot below), all Ideas/Initiatives created at the Portfolio level for this Portfolio Type will automatically be assigned this sequence.


To assign this sequence, follow these steps:

  1. Navigate to Administration and select Portfolio Types
  2. Click on the drop-down menu to select a default sequence from the list based on the portfolio type
  3. You can add a new portfolio type by entering the Portfolio Type name and clicking Add