Objective Brief dialog box

The Objective Brief dialog box provides read-only information regarding an Objective.

Regardless of the folder selected, the Objectives header is displayed, providing the following information:

Description

Gives the description of the Objective.

Final Weight

Indicates the final weight of the Objective, which is calculated as the average value of the weights of the Objective’s tree branch, taking into account all the parents of the Objective.

KPI

Indicates the Name of the KPI.

KPI Target

Indicates the value needed to be reached for the Objective to be considered as completed.

Health

Provides the Objective's Health indicator.

Current

Indicates the current value of the KPI.

In addition, the Notes (notesNewUnread22_md.png) button indicates whether or not there are new notes, and opens the Notes dialog box.

Parent Tree folder

The Parent Tree folder displays the parent branch of the selected Objective.

Each Objective is displayed in the form of a card with the following information:

Name

Indicates the name of the Objective.

Final Weight

Indicates the final weight of the Objective, which is calculated as the average value of the weights of the Objective’s tree branch, taking into account all the parents of the Objective.

Manager 1

Indicates the person in charge of the Objective.

Workflow State

Indicates the Objective Workflow State.

notesUnread22_md.png

Notes

Indicates whether or not there are new notes, and opens the Notes dialog box.

In addition, the Show Archived (ShowHide) display option allows the user to display or hide Objectives that have been marked as Archived.

Portfolio Folders folder

The Portfolio Folders folder lists the Portfolio Folders that have been attached to the Objective in the form of cards.

Portfolio Folder card

Portfolio Folder Information section

Name

Indicates the Name of the Portfolio Folder.

Manager 1

Indicates the person in charge of the Portfolio Folder.

Projects

Indicates the number of projects belonging to the Portfolio Folder.

Health Score

Indicates the Portfolio Health Score.

Project Objectives tile

Number of projects

Indicates the number of Projects belonging to the Portfolio Folder that contribute to the same Objective.

Details

Opens the Portfolio Project Details dialog box.

Current tile

The display of the Current tile will differ depending on the options selected in the Strategy Definition dialog box.

CardsCompleted.png

When there is no tracking feature, the Completed indicator will be displayed. It allows the user to mark and unmark the Portfolio Objective as completed by clicking on the Checkmark icon.

PFCardCurrentDetails.png

When the tracking feature is enabled, the Current tile displays the following information:

  • Objective Current value

  • Objective Health Indicator

  • Objective Target value

  • Details – Opens the Track Values popup in read-only.

In addition, the Notes (notesNewUnread22_md.png) button indicates whether or not there are new notes, and opens the Notes dialog box.

The user can click on the Show Completed (ShowHide) display option to include or not Portfolio Objectives that have been marked as Completed in the list.

Filters popup

Upon clicking on the Filters (FilterGrey) button located in the toolbar, the Filters popup is displayed.

On the right-hand side of the popup, a list of the filter categories is displayed (the categories may differ depending on the tab selected). When one of the categories has at least one active filter, a blue icon (Icon_Checkmark_Circle_Blue.png) is displayed next to it.

Portfolio section

Managed By

Allows the user to only display Portfolio Folders whose Manager 1 has been selected from the User list.

Health Score ≥

Allows the user to display only Portfolio Folders whose Health Score is below or equal to the entered value.

Health Score ≤

Allows the user to display only Portfolio Folders whose Health Score is higher than or equal to the entered value.

Objectives section

Thumbs___Positive.png

Good

Allows the user to display only Portfolio Objectives whose health indicator is “Good”.

Thumbs___Neutral.png

Must Improve

Allows the user to display only Portfolio Objectives whose health indicator is “Must Improve”.

Thumbs___Negative.png

Not Good

Allows the user to display only Portfolio Objectives whose health indicator is “Not Good”.

The user can access the legend of the colored indicators by clicking on the Legend (Legend) button located in the bottom right corner of the view.

Settings

The Objective Health indicator's colors are defined by the Administrator in the System Settings workspace, General Settings folder, Colored Indicators tab, Objective Health Preferences.

Projects folder

The Projects folder lists the projects that contribute to the selected Objective in the form of cards.

Project card

Project Information section

Nature

Indicates the Nature of the project.

Workflow State

Indicates the Workflow State of the project.

Name

Indicates the Name of the project. Upon clicking on it, the corresponding Project Brief dialog box is displayed.

Manager

Indicates the person in charge of the project.

Completion

Indicates the number of days before or beyond the project’s Finish date.

Health Score

Indicates the project’s Health Score. Upon clicking on it, the Health Score Details popup is displayed.

Alignment tile

The Alignment tile display differs depending on the options selected in the Strategy Definition dialog box.

When the Strategy Alignment feature is deactivated, the Alignment tile is not displayed.

BriefStrategyAlignment.png

When the Strategy Alignment is enabled and the “Project Management” option is set to “Manual”, the Alignment tile displays the following information:

  • Alignment Level – Indicates how much the Project is aligned with the Objective.

  • Alignment Score – Represents a combination of the Alignment level and the Corporate Objective’s Final Weight.

Current tile

The Current tile display differs depending on the options selected in the Strategy Definition dialog box.

CardsCompleted.png

When there is no tracking feature, the Completed indicator will be displayed.

It allows the user to mark and unmark the Project Objective as completed by clicking on the Checkmark icon.

PFCardCurrentDetails.png

When the tracking feature is enabled, the Current tile displays the following information:

  • Objective Current value

  • Objective Health Indicator

  • Objective Target value

  • Details – Opens the Track Values popup in read-only.

In addition, the Notes (notesNewUnread22_md.png) button indicates whether or not there are new notes, and opens the Notes dialog box.

The user can click on the Show Completed (ShowHide) display option to include or not Project Objectives that have been marked as Completed in the list.

Filters popup

Upon clicking on the Filters (FilterGrey) button located in the toolbar, the Filters popup is displayed.

On the right-hand side of the popup, a list of the filter categories is displayed (the categories may differ depending on the tab selected). When one of the categories has at least one active filter, a blue icon (Icon_Checkmark_Circle_Blue.png) is displayed next to it.

At the bottom of the panel, the Reset button is displayed, allowing the user to clear all the filtering fields at once.

Project section

Portfolio Folders

Allows the user to only display projects whose Portfolio Folder has been selected.

Natures

Allows the user to only display projects whose Nature has been selected.

Types

Allows the user to only display projects whose Type has been selected.

Owning Organizations

Allows the user to only display projects whose Owning Organization has been selected.

Workflow States

Allows the user to only display projects whose Workflow State has been selected.

Managed By

Allows the user to only display projects whose Manager 1 has been selected.

Status

Allows the user to display projects depending on their Status (Active, Inactive, or both).

Health Score ≥

Allows the user to display only projects whose Health Score is higher than or equal to the entered value.

Health Score ≤

Allows the user to display only projects whose Health Score is below or equal to the entered value.

Objective section

Alignment Level

Allows the user to display only projects whose Alignment Level has been selected.

Strategy Score ≥

Allows the user to only display projects whose Strategic Alignment Score is below or equal to the entered value.

Strategy Score ≤

Allows the user to only display projects whose Strategic Alignment Score is higher than or equal to the entered value.

Thumbs___Positive.png

Good

Allows the user to display only Project Objectives whose health indicator is “Good”.

Thumbs___Neutral.png

Must Improve

Allows the user to display only Project Objectives whose health indicator is “Must Improve”.

Thumbs___Negative.png

Not Good

Allows the user to display only Project Objectives whose health indicator is “Not Good”.

The user can access the legend of the colored indicators by clicking on the Legend (Legend) button located in the bottom right corner of the view.

Settings

The Objective Health indicator's colors are defined by the Administrator in the System Settings workspace, General Settings folder, Colored Indicators tab, Objective Health Preferences.

Ideas folder

The Ideas folder displays the list of Ideas contributing to the Objective in the form of cards.

Idea cards

Idea Information section

Name

Indicates the Name of the Idea.

Clicking on it opens the read-only Idea Details dialog box.

Workflow State

Indicates the Idea’s Workflow State.

Type

Indicates the Idea’s Type.

Score

Indicates the sum of the Idea Evaluation Score and the corresponding Strategic Alignment Score.

Idea Folder

Indicates the folder the Idea belongs to.

Alignment tile

The Alignment tile display differs depending on the options selected in the Strategy Definition dialog box.

When the Strategy Alignment feature is deactivated, the Alignment tile is not displayed.

BriefStrategyAlignment.png

When the Strategy Alignment feature is activated and the Idea Management is set to “Manual", the Alignment tile displays the following information:

  • Alignment Level – Indicates how much the Idea is aligned with the Objective.

  • Alignment Score – Represents a combination of the Alignment level and the Corporate Objective’s Final Weight.

Filters popup

Upon clicking on the Filters (FilterGrey) button located in the toolbar, the Filters popup is displayed.

On the right-hand side of the popup, a list of the filter categories is displayed (the categories may differ depending on the tab selected). When one of the categories has at least one active filter, a blue icon (Icon_Checkmark_Circle_Blue.png) is displayed next to it.

At the bottom of the panel, the Reset button is displayed, allowing the user to clear all the filtering fields at once.

Idea section

Idea Folders

Allows the user to display only Ideas whose Idea Folder has been selected.

Workflow States

Allows the user to display only Ideas whose Workflow State has been selected.

Total Score ≥

Allows the user to display only Ideas whose Total Score is below or equal to the entered value.

Total Score ≤

Allows the user to display only Ideas whose Total Score is higher than or equal to the entered value.

Objective section

Alignment level

Allows the user to display only Ideas whose Alignment Level has been selected.

Strategy Score ≥

Allows the user to display only Ideas whose Strategic Alignment Score is below or equal to the entered value.

Strategy Score ≤

Allows the user to display only Ideas whose Strategic Alignment Score is higher than or equal to the entered value.