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 () button indicates whether or not there are new notes, and opens the Notes dialog box.
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. | |
Notes | Indicates whether or not there are new notes, and opens the Notes dialog box. |
In addition, the Show Archived () display option allows the user to display or hide Objectives that have been marked as Archived.
The Portfolio Folders folder lists the Portfolio Folders that have been attached to the Objective in the form of cards.
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. | |
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. | |
When the tracking feature is enabled, the Current tile displays the following information:
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In addition, the Notes () button indicates whether or not there are new notes, and opens the Notes dialog box.
The user can click on the Show Completed () display option to include or not Portfolio Objectives that have been marked as Completed in the list.
Upon clicking on the Filters () 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 () 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 higher than or equal to the entered value. | |
Health Score ≤ | Allows the user to display only Portfolio Folders whose Health Score is below or equal to the entered value. | |
Objective section | ||
Good | Allows the user to display only Portfolio Objectives whose health indicator is “Good”. | |
Must Improve | Allows the user to display only Portfolio Objectives whose health indicator is “Must Improve”. | |
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 () button located in the bottom right corner of the view.
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.
The Projects folder lists the projects that contribute to the selected Objective in the form of cards.
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. | |
When the Strategy Alignment is enabled and the “Project Management” option is set to “Manual”, the Alignment tile displays the following information:
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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 feature is enabled, the Current tile displays the following information:
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In addition, the Notes () button indicates whether or not there are new notes, and opens the Notes dialog box.
The user can click on the Show Completed () display option to include or not Project Objectives that have been marked as Completed in the list.
Upon clicking on the Filters () 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 () 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 below or equal to the entered value. | |
Health Score ≤ | Allows the user to display only projects whose Health Score is higher than 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 higher than or equal to the entered value. | |
Strategy Score ≤ | Allows the user to only display projects whose Strategic Alignment Score is below or equal to the entered value. | |
Flag | Allows the user to only display projects whose Flag ("As Critical", "As Warning", or "No Flag") has been selected. | |
Good | Allows the user to display only Project Objectives whose health indicator is “Good”. | |
Must Improve | Allows the user to display only Project Objectives whose health indicator is “Must Improve”. | |
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 () button located in the bottom right corner of the view.
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.
The Ideas folder displays the list of Ideas contributing to the Objective in the form of 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. | |
When the Strategy Alignment feature is activated and the Idea Management is set to “Manual", the Alignment tile displays the following information:
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Upon clicking on the Filters () 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 () 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 higher than or equal to the entered value. |
Total Score ≤ | Allows the user to display only Ideas whose Total Score is below 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 higher than or equal to the entered value. |
Strategy Score ≤ | Allows the user to display only Ideas whose Strategic Alignment Score is below or equal to the entered value. |