How to define and track Objective Achievement at the Corporate Objective level

The calculation will be based on the comparison between the Target values, the Current values, and the Expected Target values at date.

If the Corporate Objective Achievement is tracked automatically

Note

The "How you will track Corporate Objective Achievement" option available in the Strategy Definition dialog box is set to "Automatically".

  1. Log in to the HTML5 client.

  2. Select the Objectives workspace.

  3. Select an Objective in the selector.

  4. The values in the KPI Target and Current tiles will be computed automatically taking into account the the values of the attached Projects or Portfolio Folders (depending on the chosen tracking options).

If the Corporate Objective Achievement is tracked manually

Note

The "How you will track Corporate Objective Achievement" option available in the Strategy Definition dialog box is set to "Manually".

  1. Log in to the HTML5 client.

  2. Select the Objectives workspace.

  3. Select an Objective in the selector.

  4. Select the More (MoreVertical) button available on the right hand side of the header to open the Objective dialog box.

  5. If the KPI Type is set to "Lump Sum", enter an Objective Target value and an Objective Current value, as well as a Start and Finish dates.

    if the KPI Type is "Distributed", enter an Objective Target value and an Objective Current value in each distributed cell.