The KPIs object allows you to link existing KPIs to a project in order to evaluate performance.
The KPIs available for linking are listed on the left and any linked KPIs will display on the right.
You can create new KPIs by clicking on 'Add' icon on the toolbar. Once the new KPI is created, it will be displayed in Potential KPIs section.
STEP 1: To link a KPI, select a KPI and then drag and drop it to 'Linked KPI' section.
To select more than one KPI at a time hold down the control key on your keyboard and select the relevant KPIs. Then add to drag and drop area as explained above.
You can add all the listed KPIs by clicking on 'Add All' button.
If you want to delete KPIs, select the relevant KPIs and click on 'Remove' button.
You can search for a list of KPIs or a single KPI using filtering options below:
| Filter Name | Filter Type | Filter Description |
| KPI Title | Text field | Allows users to filter KPIs by their title |
| Responsible Officer | Dropdown list | Allows users to filter KPIs by their responsible officer |
| KPI Filters | Dropdown list | Allows users to filter KPIs by their filter |
| KPI Period | Dropdown list | Allows users to filter KPIs by their period |
STEP 2: To see a more detailed view of a KPI, click the 'View' icon.
The following details will be displayed after you click on the 'View' icon next to a KPI.
STEP 3: The 'Targets and Actuals' tab shows the targets, actuals and variances recorded against the various reporting periods for this KPI and the Graph tab allows you to view the KPI in a graphical form.
STEP 4: To view the KPI performance, select the 'KPI Evaluation' tab.
You can enter comments explaining the performance within the 'Comments' field.
Exporting the information in the object
You can export information in the KPI Evaluation and KPI Analysis tabs to formats such as PDF, Word, Excel etc. by following the steps below:
- To generate an export of the object, click on ‘Export’ icon on the toolbar.
- Upon clicking the ‘Export’ icon, you will see a preview of information within the object on a new browser tab.
Click on ‘Export dropdown menu’ icon and select the preferred export format from the menu to download the file in the selected format.
