The KPI List is a master list of Objective KPIs. This list can be used to update KPI Results in Bulk (e.g. by a financial controller) and this screen also controls which Objectives are shared with the Portfolio team to use for the Valuation Formula.
The Update KPI button will show on the top right of the Objective List screen:
(If this button is not visible, it can be enabled from Company > Admin > Preferences - Enable Update KPI)
Example of the KPI List tab:
||At the top left of the screen, this takes you to the previous screen viewed.|
| Expand Screen
||The arrow icons make the menu down the left hand side of the page invisible
to maximise the space available to display the details.
When you use the button again the menu will reappear.
||Use the X to close the page (the main screen will show blank).
Choose a sub-menu from the left hand side to load a page.
||Looks for any updates to information displayed on the page.|
The + Add button will show a pop up window,
||The View button will show greyed out until a single Objective has been selected in the table (where the row is highlighted yellow).
Clicking on View will take you to the Objective Details screen.
||The Remove button will show greyed out until at least one Objective has been selected in the table (where the row is highlighted yellow).
Clicking on Remove does not delete the Objective from the Value Creation Plan,
it only removes it from the Update KPI View.
You will be asked to confirm before you go ahead with this action.
If an Objective was removed in error, it can be brought back
into the list again by clicking on + Add.
|| The Up and Down buttons will show greyed out until a single Objective has been selected in the table (where the row is highlighted yellow).
The buttons allow you to change the order Objectives
are displayed in the Update KPI View.
||The Export option allows you to select from two options:
|Change the drop down to view details for a specific year.
The system will show the Current year as the default.
This will change the date periods displayed,
along with the target and actual result information.
Objectives will continue to be displayed in the list, even if they do not apply to the financial year selected but the targets and actuals will show greyed out.
|Quick Search allows you to filter the view by searching for an Objective Name.
You can also use the drop down to filter by Tags
(if Tags are being used by your Company)