KPIs are information that you want to check regularly. These indicators are based on the values of the custom fields associated with your projects.

 

The following guide shows the information you need to complete to add a KPI to your dashboard.

To learn more about setting up and using custom fields, please see the following guides:

 

The basic information of KPIs

Adding a KPI will require you to complete some essential information to display the data you want to see.

 

Title of the element

Indicate the name you want to assign to your indicator.
 

Period

Select a period to filter the list of projects for which to take the values

  • Current year: The indicator will take into account the values of the custom field chosen for all projects in progress during this year.

Example: Projects in progress during the year 2017.

  • Current month: The indicator will take into account the values of the custom field chosen for all projects in progress during this month.

Example: Projects in progress during the month of December 2017.

  • Dashboard Period: The indicator will take into account the values of the custom field chosen for all projects running during the period you have chosen on your dashboard.

Example: Projects in progress between December 1 and December 15, 2017

 

Custom fields

Select the custom field for which you want to view aggregated values.

At this time, only custom project fields of the following type Number or List can be used when adding a KPI.
 
 

Specific information related to the chosen custom field types

New information fields will be displayed based on the type of custom field you have chosen for your KPI.
 

Custom field of type number

When you choose a custom number field, you can choose the calculation method you want to use for your indicator:

  • Sum: Your indicator will show the sum of all the values of the custom field chosen for the current projects during the chosen period.
  • Average: Your indicator will show the average of all the values of the custom field chosen for the current projects during the chosen period.
  • Minimum: Your indicator will show the minimum value among all the values of the custom field chosen for the current projects during the chosen period.
  • Maximum: Your indicator will show the maximum value among all the values of the custom field chosen for the current projects during the chosen period.

 
 

Custom field of list type

The list type fields will ask you to choose one of the values you have defined for your list. Your indicator will then display the number of projects with the value selected for the field in question.

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