Overview

The Camms.Strategy® Configuration menu provides access to default configuration settings which the Administrator can change according to the organisational requirements. Please click on each of the configuration items in the menu to view the details and rules.

 

SWOT Type 

This area allows you to set the positions for the different types of SWOT, and gives you the flexibility to set which types you want to be able to have risk assessments created for/not.

  • STEP 1: Go to Administration > Configuration> SWOT Type.
  • STEP 2: To allow a type to have risk assessments created for it check the ‘Enable for risk’ box.
    Note: 'Enable for risk' is only applicable if you have the Risk Manager Solution.

  • STEP 3: Change the position of the types by changing the numbers 1-4 around.
  • STEP 4: Click the 'Save' icon.

Action Progress Targets

This area allows you to set default action progress target values for all new actions created. This does not update any ‘existing’ actions’; it applies only to new actions created and for the current reporting year (Financial Year) only.

Note: Targets to be set up as Cumulative values, i.e.; 25, 50, 75, 100.

The period types such as Quarterly, Monthly, Annually etc. is usually configured by CAMMS on your scoping day and will determine the number of text boxes you see here for input. Please note that the standard system configuration provides the Quarterly setting.

  • STEP 1: Go to Administration > Configuration > Action Progress Targets.

  • STEP 2: Enter progress targets for each period which will be applied to all future actions created in your system.
  • STEP 3: Click 'SAVE'.

 

The period types such as Quarterly, Monthly, Annually etc. is usually configured by CAMMS on your scoping day and will determine the number of text boxes you see here for input. Please note that the standard system configuration provides the Quarterly setting .

Financial Performance

The Financial Performance area allows you to set up financial thresholds which will be used across all financial reports and also enters in calculations for how traffic lights across the system will be displayed.

The calculations should be entered as an SQL statement defining the ranges. This can be set up by your IT department, with help from CAMMS if needed.

 

Report Uploader Setup

The report uploader setup screen allows the user to view and edit the current report parameters available within the system. See 'Report Uploader Settings' for more information.

This will only be visible if you have purchased the report uploader.

Notes: 

  • The user can click on the ‘Edit’ button to edit the report parameters. It should be noted that the user is only allowed to edit the visibility of the parameter using this screen by ticking/un-ticking the ‘Visible in Report Uploader’ tick box. 
  • Only the ticked ones will be loaded into report uploader screen (These parameters will be loaded within the selection drop-down of ‘Name’ parameter of the ‘Add New Parameter’ grid).



Field

Selection

Name

Displays the parameter ‘Name’ from the existing list of parameters within the system.

Parameters

Displays the relevant ‘Parameters’ value for those existing list of parameters within the system

Visible in Report Uploader

A tick box to display the parameter within the report uploader parameter ‘Name’ drop-down list, when ticked

 

Reports – Report Uploader

Report Uploader – Overview

The Report Uploader Facility allows users to upload their own Crystal or SSRS reports to Camms.Strategy®. This can be achieved by:

  • Uploading a new report
  • Editing an existing report and uploading

Note: Live hosted clients will need to host a copy of their database on a local server in order to access the database backend and design reports. Please contact the CAMMS Helpdesk if you need any assistance with this.

Please contact CAMMS if you are interested to purchase this solution, as it does not come with the standard suite.


IMPORTANT NOTES

  • The Report Uploader feature must be activated by CAMMS before it can be used. 
  • Report uploader does not allow to ‘Edit’ (does not allow to add new Parameters) or ‘Remove’ CAMMS Standard Reports OR any client specific reports developed and deployed by CAMMS for the client. This will only allow the client to Add/Edit/Remove custom reports designed and uploaded by the clients themselves.
  • Any client specific developed report from client end - if any issues are found CAMMS are able to provide support on this, however if the issue is with the crystal report/SSRS report development, developed by the client then this work will be chargeable. Time taken can be used through clients’ customer care hours to fix this, or else we will send invoice at a rate of $225 per hour (our standard helpdesk support rate).
  • These reports are developed by the client either from scratch or using our standard reports with our existing procedures/functions to develop the report. However, since CAMMS owns the IP of the product we may modify the database schema and procedures based on our requirements i.e. Enhancements, roadmap, custom modification, in line with our releases. This could impact on the standard database schema which clients have used on their custom reports and it is therefore expected that the client will have adequate report development skills to analyse the Database level changes and modify their custom report to adopt the changes, or alternatively, if the clients do not have the expertise CAMMS can do this for them however that will come with a cost.
  • If a report is running and shows the data consistent from Crystal reports, however shows a mismatch from within Camms.Strategy® itself, this means that the client has given the wrong report parameters in the report uploader, that is why it works in Crystal IDE but not in Camms.Strategy®. (i.e.; if customer gives wrong report parameter type(s) in the uploader that affects the output of the report, when you run from Crystal IDE user gives the correct ID values for parameters.)

Adding a new report

This can only be done by an Administrator.

  • STEP 1: To navigate to the Report Uploader page go to Administration > Configuration > Reports.
  • STEP 2: Select the area of reporting that you wish to upload to i.e.; ‘Strategic community planning'. Any reports you have already uploaded are displayed along the left. Click NEW.
  • STEP 3: To Upload a new report click on the  Icon to the right on the reports title.

  • STEP 4: Now select the type of report that you wish to upload. (Navigate to these hyperlink pages for the next steps based on the report type you are using).
    • Crystal Report – This option is selected if you have designed a Crystal report.
    • Microsoft SRS – This option is selected if you have designed a SSRS report.

Adding a Crystal Report

  • STEP 1: Select 'Crystal Report' as the report type and fill in the required fields.

Field

Selection

Mandatory/Optional

Report Type

Select type as ‘Crystal Report’

Mandatory

Title

Define a name for the report (This will be displayed in the reports area)

Mandatory

Sequence

Input a number to define the order of the new report among the existing report list visible in Sycle > Reporting > Relevant reporting area

Mandatory

Visible

Tick the box to make the new report visible in Sycle > Reporting > Relevant reporting area

Note: This is ticked by default. If un-ticked reports will be invisible.

Optional

Report Version

Define a report version for the report.

For example, if it is a 2nd version to an existing report, the user can enter either 1.1 or 2 as the version number

Note: This value is only visible within the application.

Optional

Report File

Browse and select the new report file to be uploaded

Notes:

  • Maximum file upload size should not exceed 10MB
  • Crystal Report file should be in .rpt format

Mandatory

Location

This will display the server location where the report is saved.

Notes:

  • The location value will only be displayed in the screen once the user clicks on ‘Save’.
  • Crystal reports will be saved in a default location within the Application server itself.

-

  • STEP 2: Click 'Save' to upload the report.

Adding a Microsoft SRS report

  • STEP 1: Select “Microsoft SRS” as report type and fill in the required fields.

Field
Selection
Mandatory/Optional

Report Type

Select type as ‘Microsoft SRS Report’

Mandatory

Title

Define a name for the report (This will be displayed in the reports area)

Mandatory

 Sequence

Input a number to define the order of the new report among the existing report list visible in  Reporting > Relevant reporting area

Mandatory

Visible

Tick the box to make the new report visible in Sycle > Reporting > Relevant reporting area

Notes: This is ticked by default. If un-ticked reports will be invisible.

Optional

Report Version

Define a report version for the report.

For example, if it is a 2nd version to an existing report, the user can enter either 1.1 or 2 as the version number

Notes: This value is only visible within the application.

Optional

Report File

Browse and select the new report file to be uploaded

Notes:

  • Maximum file upload size should not exceed 10MB.
  • As SSRS reports can contain Master report and sub-reports separately, all relevant report files must be zipped into one [.zip] file before uploading. Make sure that the zip file does not contain any folders.
  • If there is only one file for the SSRS report, it can be uploaded as .rdl file.

Mandatory

Folder Name

User has to define a folder name

Notes:

  • Once the report is uploaded and saved, 2 folders with this name will be created within the Report server to keep/extract the SSRS report files and to refer to the necessary Data sources.
  • If a user adds an already existing folder name, the new report will override the existing report files.

Mandatory

Location

This will display the server location where the report is saved.

Notes:

  • This location will only be displayed in the screen once the user clicks on ‘Save’.
  • SSRS reports will be saved in the Report Server.

-

*‘Report Category Group’ tree – This hierarchy tree lists the report categories, which a report can be uploaded against. User is allowed to change the respective category through this selection tree.

  • STEP 2: Click 'Save' to upload the report.
Note: When the user clicks on ‘Save’ and if it is an SSRS report with multiple reports, the user will be prompted with another screen listing all the .rdl files of your new SSRS report (see below). User must select the specific .rdl file which should be used as the Master report for the new report. If the SSRS report only contains one report file, this prompt will not appear.


Database Diagrams

The CAMMS SQL Database contains some overview database diagrams, which are available within the Microsoft SQL Server Management Studio.

Please contact CAMMS for further information regarding this.


Adding Parameters

Once you have uploaded your new report, the "Add New Parameter" button will appear below the details of the report.

Preconditions

  • A report file (Crystal/SSRS) should already be uploaded
  • The report file must NOT be a standard report in Sycle

Once a new report has been uploaded, the ‘Add New Parameter’ button will be displayed.

  • STEP 1: Click the "Add New Parameter" button and add new parameters to the report.  These new parameters are the filters which would be displayed within the report filter section.
  • STEP 2: Update the relevant fields within the parameter table and click 'update'.

For SSRS report only, make sure you 'save' once you are done updating. If you are uploading SSRS report, do not click save.

  • STEP 3: Add the Sort order number and check the "Show all" tick box if you need the "Show All" option to be available for the parameter
  • STEP 4: Once you have entered all information click Add.

Parameter Table:

Field

Selection

Mandatory/Optional

Name

Select the parameter name from the existing list of parameters within the system.

For example, if your reports need a ‘Business Unit’ filter you can select the name ‘Business Unit’ from the drop-down.

Note: This drop-down menu only lists the existing list of parameters which are being used in the system. If the user requires a completely new parameter, it should be notified to CAMMS.

Mandatory

Parameters

Enter the same parameter name used within the ‘Parameter Fields’ of your Crystal/SSRS report, for the selected parameter

Notes: Multiple parameters can be added as comma separated values. i.e. Date From, Date To.

Mandatory

Parameter Name

Enter the parameter name which needs to be displayed within the report filter page (report preview area of the application).

The report parameter field names should be entered into the parameters field with no spaces. A space is added automatically when the parameter is added, however ensure that you remove this.

Note: If this field is left blank, the ‘Name’ value of the parameter would be used by default within the report filter page.

Optional

Default Values

Select a default value to be loaded for the parameter, when being displayed within the report filter page

Notes:

  • The user must save the parameter prior to using this option and then click on ‘Edit’ to enable editing of this field.
  • User will be presented with a pop-up which loads the parameter and its respective values. User can select a preferred default value and ‘Save’.
  • The ‘Clear Default Values’ tick box available within this pop-up window allows to reset the value.

Optional

Hide

If ticked, the parameter will be hidden within the report filter page

If un-ticked, the parameter will be displayed within the report filter page

Note: This will only be applicable if a ‘Default Value’ has been set for the parameter. Else the user will be requested to set a ‘Default Value’ prior to hiding the parameter.

Optional

Sort Order

Enter the order of the display of parameters within the report filter page

Mandatory

Show All

Tick the box, if the parameter is a drop-down list and if you require the ‘Show All’ option to be available

Optional


Note: The System Period and User ID parameters are automatically passed from the system to the reports. Therefore they do not need to be added manually.


A parameter quick reference sheet is available here.

 

The System Period parameter is automatically filtered by the application and therefore it does not need to be added manually.

Adding Parameters to Crystal Reports

This should be done by a Crystal Report writer or by someone who has a good knowledge in coding Crystal Reports.

CAMMS will not be responsible for any modifications made to new and existing reports.

  • STEP 1: Open the Crystal Reports application and load the required report.
  • STEP 2: Navigate to the field explorer and select the new parameter field.

Creating a new parameter

  • STEP 1: Enter a descriptive name for the Parameter name.
  • STEP 2: Select the Data Type.
  • STEP 3: Select the List of Values.
  • STEP 4: Select the Value Field.

  • STEP 5: Click 'OK' to save the information.
  • STEP 6: Open the formula workshop by navigating to Selection Formulas > Record.

  • STEP 7: Once the Formula workshop is open, add your selection code by starting with AND or OR.

  • STEP 8: Add the parameter description as it is exactly in the report.
  • STEP 9: Click 'Save' once you have added all the parameter information.

The report can now be tested within the Reporting menu.


Ensure you take a backup of the "CustomReports" folder when upgrading Camms.Strategy®.  The default location is C:\Inetpub\wwwroot\cammsstrategy\CustomReports.  After the upgrade is complete please restore this folder CustomReports from your backup


Previewing the Report 

  • STEP 1: Navigate to Camms.Strategy® Reporting section.
  • STEP 2: Select the relevant reporting area (i.e. Corporate Business Reporting, Strategic Reporting etc.) to where the new report is added. Check whether the new report is appearing within that area and then click on it.
  • STEP 3: Select the respective parameter values to filter the report content (from the respective list of parameters), and click on ‘preview’ to generate the report.
Note: Check whether all the parameters added to the report through the report uploader parameter grid are being displayed here.


Existing Report 

Editing a standard report

  • STEP 1: Navigate to Report Uploader screen and select the reporting area under which the report is placed
  • STEP 2: Select the report which you require to edit and click on the Edit button.
  • STEP 3: For Standard Report or a Custom report developed and deployed by CAMMS, the user will only be allowed to edit the following fields within the Parameter table.
  • Default Values
  • Hide
  • Sort Order
  • Show All

Editing a custom report

  • STEP 1: Navigate to Report Uploader screen and select the reporting area under which the report is placed
  • STEP 2: Select the report which you require to edit and click on the Edit button

For a Standard Report or a Custom report developed and deployed by CAMMS, the user will only be allowed to edit the following fields within the Parameter table:

  • Name
  • Parameters
  • Parameter Name
  • Default Values
  • Hide
  • Sort Order
  • Show All

NoteFor a custom report as such, the ‘Add New Parameter’ button will be also displayed for a user allowing them to add a new parameter to the report as required. This button is not available when trying to edit a Standard report.


Report Uploader Setup

The report uploader setup screen allows the user to view and edit the current report parameters available within the system. See 'Report Uploader Settings' for more information.

This will only be visible if you have purchased the report uploader.

NoteUser can click on the ‘Edit’ button to edit the report parameters. It should be noted that the user is only allowed to edit the visibility of the parameter using this screen by ticking/un-ticking the ‘Visible in Report Uploader’ tick box.

Only the ticked ones will be loaded into report uploader screen (These parameters will be loaded within the selection drop-down of ‘Name’ parameter of the ‘Add New Parameter’ grid).

Field

Selection

Name

Displays the parameter ‘Name’ from the existing list of parameters within the system.

Parameters

Displays the relevant ‘Parameters’ value for those existing list of parameters within the system

Visible in Report Uploader

A tick box to display the parameter within the report uploader parameter ‘Name’ drop-down list, when ticked

Spell Checker Dictionary

The spell check dictionary allows you to view, delete and add words to/from the system spellcheck function.

Go to Administration > Configuration > Spell Check Dictionary

To add a new word, type in the word in the space given to enter new word and click the ‘Add Word’ button. If the word already exists, you will be notified.

To view all of the words within the dictionary, click on the letter you want to view. For example, clicking on the letter 'D' would show you a list of all words that start with D.

You can use the 'Remove Word' button to delete a word from the dictionary.

Custom Fields

The custom fields area allows you to create custom fields on following areas;

  • Actions: Action Details, Action Progress, Action Budget, Action Quick Update and Action Risk pages.
  • KPIs: KPI details page
  • Service profile : Service Profile details page
  • STEP 1: Go to Administration > Configuration > Custom Field

 

You can enter your own label for the new field, define what type of field it should be and choose in what areas they want the new field to be shown (editable or read only). You may choose from the following field types;

  • Numeric
  • Alphanumeric
  • Drop-down list
  • Hyperlink
  • STEP 2: Enter the label and select the field type.
  • STEP 3: You may enable the new field in different areas according to your preference using the visible and editable columns. Selecting a field to be editable in a particular area would automatically make it visible in the same.
  • STEP 4: By ticking Quick Update you will be able make these fields visible and editable in the My Quick Update area.

  • STEP 4: Click the 'Add' button.

  • Not Visible means that the field will not be visible for that page.
  • Editable means that the field will be visible and able to be modified. 

Users can have the field as editable in more than one page (e.g. in Action Detail and in Quick Update area).

These new fields do not have any impact on any reports, unless they have been linked to any custom reports.

Action Progress Threshold

You can define progress thresholds (on track figure and off track figures) using this option. This is currently used for defining the thresholds for Action Traffic Lights. For more information on how the Action Progress is calculated please refer to the Action Progress Calculation.

  • STEP 1: Go to Administration > Configuration> Action Progress Threshold.

  • STEP 2: Specify ‘On track’ and ‘Off Track’ figures and click the 'Save' icon.

Business Rule

Action Progress >= On Track value = On Track = Green

Action Progress <= Off Track value = Off Track = Red

EIS Settings

This area allows you to set default fields to be displayed on EIS budgeting area.

Go to Administration > Configuration> EIS Settings.

The Original Name column displays the default name of the fields available and you can define your own organisation’s terminology under ‘New Heading’ for each field.

Tick the 'Visible' checkboxes to enable the corresponding columns to be displayed within EIS budgeting area and you can define the sorting order.

Navigation Pad Settings

The navigation pad settings allow you to configure the navigation header colour.

  • STEP 1: Go to Administration > Configuration > Navigation Pad Settings.

  • STEP 2: Select a color by clicking on the color palette or clicking the 'Edit' icon.
  • STEP 3: Save the selected colour within the system by clicking 'Save'.
  • STEP 4: Click 'Close' to exit the Navigation Pad settings.

Service Document

This feature allows you to upload one document (up to 4MB).

The uploaded document is then displayed as a link within each Service Profile record.

This is an optional feature which can be activated or deactivated by CAMMS upon request. A cost may be associated with  activation.

Please contact the CAMMS Helpdesk for more information.

Executive Comment Type

Using this page, you can determine the type of comments that will be shown under the Executive Portal commentary area.

Generally, you would see the three type of comments, defined by the application. Namely,

  • Default Comments
  • Outcome Comments
  • Budget Comments

However, you can amend the title of these comments using the 'Edit' Button or add new comment types using the 'Add' button. 

To edit the title of the comment type,

  • STEP 1: Click on the 'Edit' option
  • STEP 2: Amend the title accordingly
  • STEP 3: Click on the 'Update' button to save the change.

To add a new comment type,

  • STEP 1: Define a title for the comment in the space given under the Executive Comment Type column
  • STEP 2: Click on the 'Add' button

Budget Threshold

You can define budget thresholds (on track figure and off-track figures) using this option. This is currently used for defining the threshold for Budget Traffic Lights both within the system and in standard reports. You can choose to define the thresholds either via a percentage or exact value by selecting one of the options provided.

  • STEP 1: To do this, go to Administration > Configuration> Budget Threshold.

  • STEP 2: Select your preferred option and enter ‘On track’ and ‘Off Track’ figures.
  • Define as percentage: Enter percentage values between 0 and 100 for On Track and Off Track cells
  • Define as Exact Value: Enter any integer values for On Track and Off Track cells
  • STEP 3: Click the 'Save' icon.

  • If a Budget has not been entered, a blank traffic light will be displayed.
  • If Budget = 0 but Actual > 0, traffic light will be green.

If Exact value selected

YTD Variance = YTD Budget – YTD Actual

Variance < Lower Exception

Off Track

Lower Exception =< Variance =< Upper Exception

Monitor

Upper Exception < Variance

On Track

When Income is recorded with (-), reverse income budget and actual figures to (+) when calculating the variance

If Percentage value selected

YTD Variance% = ((YTD Budget – YTD actual)/YTD Budget) *100

Variance % < Lower Exception

Off Track

Lower Exception =< Variance %=< Upper Exception

Monitor

Upper Exception < Variance%

On Track

 

KPI Quick Update Settings

This area allows you to configure the field visibility in the KPI Quick Update screen.

  • STEP 1: To do this, go to Administration > Configuration>KPI Quick Update Setting

  • STEP 2: Make the relevant selections to configure the KPI Quick Update screen as below.

Component

Description

Show Target

Ticking this for a KPI type and/or period displays the associated target value, if available.

Show Variance

Ticking this for a KPI type and/or period displays the associated variance value, if available.

Show Traffic Lights

Ticking this for a KPI type and/or period displays the associated traffic light.

Show Comments

Text box / Pop up

Ticking this for a KPI type and/or period displays the associated progress comment, if available.

If "Text box" is selected the comment will be displayed in a text box.  If "Pop up" is selected a small button will be available which users will have to click to view the progress comment.

Settings can be configured for each KPI type or for all KPI types.  For example, you may wish to show traffic lights only for annual KPIs.  To achieve this, you would tick the show traffic lights tick box only in the annual KPI type row.

  • STEP 3: Click the 'Save' icon.

Please note that CAMMS can configure the number of period columns available for users to update progress on, from the KPI Quick Update screen.  The default is two previous periods.  Please contact CAMMS if you wish to modify this number.

Furthermore, the number of columns displayed for configuration on this page may differ based on the above in conjunction with the "Display Individual Periods" option selected in "Settings".  If the above setting is disabled, this screen will only display two period columns by default. (i.e. one for the "current period" and one for the "previous period)

Quick Update Grid Settings

This area allows you to configure the field visibility in the ‘My Actions’ Quick Update home page.

Click ‘load’ to load the grid and show the contents. Make your changes and then click the 'save' button.

Replicate KPI Targets

This setting is used to replicate/copy the targets, variances, benchmarks and forecast of the KPIs from one reporting period to another. You can select the type of KPIs and the type of data to be replicated using the tick box options given under this setting page.

  • STEP 1: To Navigate to this page, go to Configuration> Replicate KPI Targets.

  • STEP 2: Select the reporting years from the drop-down menus under the titles "From" and "To", in order to copy the data from the specific reporting year to another reporting year.
  • STEP 3: Select the type of KPIs to be copied and the type of KPI data to be copied using the tick box options.
  • STEP 4: Once you have made your selections, click on the "Replicate" button to complete this setting.
    Note: This would be applicable for Active KPIs only.
  • Even if you tick “Trend KPIs” and choose “Copy Targets” and “Copy Variances” nothing will be copied because Trend KPIs do not have the ability to record Targets OR Variances as a system rule. You can only copy Benchmark/Forecast (if available) for Trend KPIs. Similarly, Calculated KPIs where the Calculation Method is set to “Automatic” will only copy the Variance (if available).
  • Ticking “Calculated KPIs” will not replicate the underlying sub KPIs unless they too are of type “Calculated” (i.e. nested Calculated KPIs).
  • When you select the 'Overwrite existing values' tick box, the current values (Targets and Actuals) given to the KPI will be overridden with the values from the reporting year which was replicated.
  • If you select to replicate the values while the 'Overwrite existing values' is unticked, the values will be copied only to the KPIs which doesn't have any data assigned.

Strategy Map Configuration

This setting allows user to define the calculations and the thresholds that would manage the behavior of Strategy Map. Logics defined for the Actions and KPI performance are same across all hierarchy nodes within Planning hierarchy. 

Choose the calculation method to be based on count or average and which items to be visible in the strategy map. Make your changes and then click the 'save' button.

 


In this method, for each node the system will take the total number of Actions and KPIs. The system will then check how many Actions and KPIs are in ON TRACK, OFF TRACK, MONITORING and N/A status, separately. Depending on that figure, the system will display the relevant performance status against each node. Following business rules has been defined to arrive at overall action/KPI performance of the node.

  • If All ON TRACK, OFF TRACK and MONITOR count is 0, then node is N/A
  • If majority is ON TRACK, then node is ON TRACK
  • If majority is OFF TRACK, then node is OFF TRACK
  • If majority is MONITOR, then node is MONITOR 
  • If majority is N/A, then node is N/A
  • If majority is ON TRACK or OFF TRACK and are equal, then MONITOR
  • If majority is ON TRACK or MONITOR and are equal, then MONITOR
  • If majority is ON TRACK or N/A and are equal, then ON TRACK
  • If majority is OFF TRACK or MONITOR and are equal, then MONITOR
  • If majority is OFF TRACK or N/A and are equal, then OFF TRACK
  • If majority is MONITOR or N/A and are equal, then MONITOR
  • If majority is ON TRACK or OFF TRACK or MONITOR and are equal, then MONITOR
  • If majority is ON TRACK or OFF TRACK or N/A and are equal, then MONITOR
  • If majority is ON TRACK or MONITOR or N/A and are equal, then MONITOR
  • If majority is OFF TRACK or MONITOR or N/A and are equal, then MONITOR
  • If All are equal ON TRACK and OFF TRACK and MONITOR and N/A then MONITOR

Performance calculation based on averaged action/KPI  performance

In this method, for each node, the system will take the sum of the performances of all the Actions and KPIs and take the average from it. Then check where the average of all the KPIs/Actions fit into; based on the defined threshold limits.

Note: Only the Actions/KPIs which are having a performance value (On Track, Off Track and Monitor) will be considered for the calculations. N/A must be excluded from the calculation.

Eg 1: There are 8 Actions (2 is in N/A status) included in GOAL 1 node. The Total Sum of the Action Performances for those 6 Actions is 584.


Formula:

Total Performance Average = Total Action Performance / Number of Actions

584 / 6 = 97.3

Therefore, the value 97.3 will be crosschecked with the threshold limits to identify the performance colour.

The KPI performance status will also be calculated in the aforementioned manner and KPI thresholds will be used for arriving at performance status.

Action and KPI Performance Percentage Comparison

This setting is applicable for arriving at KPI trend arrow. Based on the dropdown selection, the previous period would be decided by the system, to be compared with last closed period. The following options are available:

  • Monthly – Previous period would be 'a month back' compared to last closed period. I.e. if last closed period is December-17, previous period would be November-17. 
  • Quarterly – Previous period would be '3 months back' compared to last closed period. I.e. if last closed period is December-17, previous period would ne October -17.
  • Yearly – Previous period would be '12 months back' compared to last closed period. I.e. if last closed period is June-17, previous period would ne July -16.

Tag Configuration

This area allows you to configure the tags that can be used for Actions, Tasks and KPI. 

You can configure areas where tags should be shown within Camms.Strategy such as My Quick Update, EIS and Strategy Map Detail Pop-up.

To configure a tag follow the below steps. 

  • STEP 1: Type the name of the tag.
  • STEP 2: Select a color for the tag.
  • STEP 3: Click on ‘Add’ button.

Please note that ‘Enable tags to Actions, Tasks and KPIs’ setting or ‘Enable tags to KPI Targets / Actuals’ setting should be turned on to appear tag configuration.