The Objectives workspace allows the user to manage the selected Objectives.
Only Objectives for which the logged-in user is Manager 1, 2, or 3 will be available for selection, unless the logged-in user has been defined as a Contributor in the Strategy Definition dialog box; in that case, all the Objectives will be displayed.
The header section provides the following read-only information regarding the selected Objective:
Name | Indicates the name of the Objective. |
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. |
Manager 1 | Indicates the person in charge 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. |
Current | Indicates the Current value of the KPI. |
Health | Provides the Objective's Health indicator. |
Workflow State | Indicates the Objective Workflow State. |
In addition, the following tools are available:
Notes | Indicates whether or not there are new notes, and opens the Notes dialog box. | |
More | Provides access to the following commands:
|
The Sub-Objectives sub-tab allows the user to review as well as create sub-objectives for the selected Objective.
The ability to create sub-objectives is conditioned by the “Enable Sub-Objective Creation in Objectives View” setting, available in the System Settings workspace, Strategy and Benefits Settings folder.
Each Objective is displayed in the form of a card, which can have different information displayed depending on the Objective’s hierarchical level and the options set in the Strategy Definition dialog box.
The sections displayed in the cards can be the following:
Name | Indicates the name of the Objective. |
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. |
Manager 1 | Indicates the person in charge of the Objective. |
KPI | Indicates the Name of the KPI. |
KIP Progress | Indicates the KPI completion (i.e., the ratio between the Current and the Target values). |
Portfolio & Projects | Indicates the number of Projects and Portfolio Folders that are attached to the Objective. Reminder: Projects and Portfolio Folders can only be attached at the lowest Objective level. |
Workflow State | Indicates the Objective Workflow State. |
The cards can also display the following tools:
Indent | Allows the user to move the Objective to one level lower in the hierarchy. | |
Outdent | Allows the user to move the Objective to one level higher in the hierarchy. | |
Move | Provides the following commands:
| |
Create | Provides the following commands:
| |
Workflow Actions | Allows the user to change the Objective's Workflow State. | |
Notes | Indicates whether or not there are new notes, and opens the Notes dialog box. | |
More | Provides access to the following commands:
|
The Portfolio Folders sub-tab allows the user to manage the Portfolio Folders attached to the currently selected Objective.
This sub-tab is only available for Objectives at the lowest level of the hierarchy.
The Portfolio Folders sub-tab toolbar provides the following tools:
Attach Portfolio | Provides access to the following commands:
| |
Enable Filters | Provides access to the Filters popup. | |
Show Completed | Allows the user to display or hide Portfolio Objectives that have been marked as Completed. |
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.
Each attached Portfolio Folder is represented in the form of a card that provides the following information and tools:
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 is made directly at the Portfolio Folder level, the Current tile displays the following information:
| |
When the tracking is made at the Project level, the Current tile displays the following information:
|
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.
In addition, the following tools are provided in the upper right corner of the card:
Notes | Indicates whether or not there are new notes, and opens the Notes dialog box. | |
More | Provides access to the following commands:
|
The Projects sub-tab allows the user to manage the projects attached to the currently selected Objective.
This sub-tab is only available for Objectives at the lowest level of the hierarchy.
The Projects sub-tab toolbar provides the following tools:
Attach Project | Provides access to the following commands:
| |
Enable Filters | Provide access to the Filters popup. | |
Show Completed | Allows the user to display or hide Project Objectives that have been marked as Completed. |
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.
Each attached project is represented in the form of a card that provides the following information and tools:
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. |
Labor Effort & Cost | Indicates the project’s Total Effort and Total Cost. |
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:
| |
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.
In addition, the following tools are provided in the upper right corner of the card:
Grey Flag | Indicates that the Project Objective is not flagged. Upon clicking on it, the following commands are available:
| |
Orange Flag | Indicates that the Project Objective is flagged as a Warning. Upon clicking on it, the following commands are available:
| |
Red Flag | Indicates that the Project Objective is flagged as Critical. Upon clicking on it, the following commands are available:
| |
Notes | Indicates whether or not there are new notes, and opens the Notes dialog box. | |
More | Provides access to the following commands:
|
The Ideas sub-tab allows the user to manage the Ideas attached to the currently selected Objective.
This sub-tab is only available for Objectives at the lowest level of the hierarchy.
The Ideas sub-tab toolbar provides the following tools:
Attach Idea | Provides access to the following commands:
| |
Enable Filters | Provides access to the Filters popup. |
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. |
Each Idea is represented in the form of a card that provides the following information and tools:
Idea Information section | |
Name | Indicates the Name of the Idea. |
Workflow State | Indicates the Idea’s Workflow State. |
Originator | Indicates the name the user who created the Idea. |
Type | Indicates the Idea’s Type. |
Total 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:
|
In addition, the following tools are provided in the upper right corner of the card:
Notes | Indicates whether or not there are new notes, and opens the Notes dialog box. | |
More | Provides access to the following commands:
|