Objectives tab (multi-project selection)

The project Home Page workspace, Objectives tab provides the list of Objectives to which the currently selected projects contribute.

Charts section

ChartsMulti.png

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.

Active_Filters.png

Objectives list

The Objectives list provides a list of Objectives the selected projects contribute to, sorted by project.

ObjectivesListMultiProject.png

Above the list, the following tools are available:

Attach Objective

Provides access to the following commands:

  • Add an Objective – Prompts the user to select one project and then Objective to which the project contributes. Once the Objective is selected, the Attach to Objective popup allows the user to enter the Alignment level, as well as the Target and Current values of the project’s contribution to the Objective.

  • Add multiple Objectives – Prompts the user to select one project and then several Objectives to which the project contributes.

FilterGrey

Enable Filters

Provides access to the Filters popup.

ShowHide

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:

  • Add an Objective – Prompts the user to select one Objective to which the project contributes. Once the Objective is selected, the Attach to Objective popup allows the user to enter the Alignment level, as well as the Target and Current values of the project’s contribution to the Objective.

  • Add multiple Objectives – Prompts the user to select several Objectives to which the project contributes.

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.

IdeaCardAlignment.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.

CardsCurrentEdit.png

When the tracking is made at the Project level, the Current tile displays the following information:

  • Objective Current value

  • Objective Health Indicator

  • Objective Target value

  • Edit – Opens the Track Values popup.

PFCardCurrentDetails.png

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:

  • Objective Current value

  • Objective Health Indicator

  • Objective Target value

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

Settings

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.