The project Home Page workspace, Objectives tab provides the list of Objectives to which the currently selected projects contribute.
The Charts section provides a series of pie charts allowing the user to review the distribution of the project Objectives as follows:
Objectives by Objective Health – Indicates the number of project Objectives per Objective Health ("Good", "Must Improve", and "Not Good").
Objectives by KPI Unit – Indicates the number of project Objectives per KPI Unit ("Cost", "Decimal", and "Percentage").
Objectives by Alignment Level – Indicates the number of project Objectives per Alignment level.
Upon clicking on one of the pie chart slices, the projects list is automatically filtered accordingly. The user can reset the filters by using the Active Filters button.
The Objectives list provides a list of Objectives the selected projects contribute to, sorted by project.
Above the list, the following tools are available:
Attach Objective | Provides access to the following commands:
| |
Enable Filters | Provides access to the Filters popup. | |
Show Completed | Allows the user to display or hide Project Objectives that have been marked as Completed. |
At each project level, the following tools are available:
Attach Objective | Provides access to the following commands:
|
Focus | Opens the corresponding project Focus Mode full screen view, Home tab, Objectives sub-tab. |
Each project Objective is represented in the form of a card with the following information:
Objective Information section | |
Name | Indicates the name of the Objective. Upon clicking on it, the Objective Brief dialog box is displayed. |
Workflow | Indicates the Objective Workflow State. |
Parent | Indicates the name of the Objective to which the current Objective is hierarchically attached. |
KPI | Indicates the Name of the KPI. |
Manager 1 | Indicates the person in charge of the Objective. |
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. | |
When the Strategy Alignment is enabled and the “Project Management” option is set to “Manual”, the Alignment tile displays the following information:
| |
Current tile | |
The Current tile display differs depending on the options selected in the Strategy Definition dialog box. | |
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. | |
When the tracking is made at the Project level, the Current tile displays the following information:
| |
When the tracking is made at the Project level but the user is not enabled to edit the tracking information, the Current tile displays the following information:
|
The “Enabled User Roles for Project Objective Target and Current Modification” setting, available in the System Settings workspace, Strategy and Benefits Settings folder, defines which users can edit information in the Current tile.