Key Performance Indicators (KPIs)

This chapter provides an overview of Project Portfolio Management KPIs, and discusses delivered KPI details.

Click to jump to top of pageClick to jump to parent topicUnderstanding Project Portfolio Management KPIs

PeopleSoft delivers predefined KPIs for use with PeopleSoft Portfolio Management. Predefined KPIs are the basis for analysis within Project Portfolio Management. It is important to understand the definition detail to understand what is being calculated in your scorecard results.

This section discusses:

Click to jump to top of pageClick to jump to parent topicKPI Terminology

The predefined KPIs are built using tablemaps, datamaps, filters and constraints. These are the building blocks of the Performance Management Warehouse. In addition to these key components, Project Portfolio Management uses the PeopleSoft Enterprise Scorecard tools to construct the analysis calculation, and the rules and relationships pertaining to the individual KPIs.

Term

Definition

KPI Definition

Defines a KPI to the system. You specify how to calculate it, the KPI dimension members, and their target rules.

What this KPI does

Narrative description of this KPI.

Calculation Description

  • The analysis calculations that comprise the KPIs, which illustrate the record and fields being accessed. The tablemaps and datamaps access this information.

  • The type of aggregation that is occurring: This information is shown on the data element panel.

  • The criteria necessary to access a specific field: This information is shown on the filter

  • The fields that are being aggregated: This information is shown on the data element panel.

Calculation Expression

The entry in the Calculation Expression field on the Calculations - Expression (KP_CALC_DEFN2) page.

Composite Pieces

KPIs used if this is a composite KPI; this is blank or n/a for all but composite KPIs.

Data Used in the KPI

KPI Name or KPI ID. Not used for composite KPIs, which are listed in Composite Pieces row.

Calculation Definition

Defines calculations on which a KPI is based.

KPI Calculation Rule

Assigns calculation IDs to a KPI.

TableMap

Defines the physical relationships between tables and is the foundation for DataMaps.

DataMap

Enables you to define what subset of data gets processed by or uses a specific business rule. For example, you might use a filter to specify or “filter” out only employees who have a review rating of 3 or higher.

Constraint

Is based on DataMaps. Constraints allow you to define business rules for processing and also enable you to reuse and group filters.

Data Element

Defines a subset of data and the rules by which to group it. Data elements are used as the basis for key performance indicators and as target values for KPI dimension members.

Model ID

Enables you to define the type of data you want to analyze and how you want to analyze it.

Scenario

Points to a Model ID and defines the business rules, economic assumptions, and chunking selection for processing.

KPI Dimension Members

Individual items for which a KPI is assessed.

KPI Target Rule

Rules that determine how a KPI dimension member is assessed.

Dimension

An attribute, such as time, product, and location, used to categorize or identify a particular piece of data. In the Enterprise Performance Management product line, you can view product, customer and channel dimensions.

Perspective Type

A category for organizing CSFs and KPIs. Usually there are four: financial; customer; internal; and learning.

KPI Cause/Effect (KPIs affected by this KPI)

Which KPIs the current KPI impacts.

Critical Success Factor

The critical success factor to which this KPI is attached.

Strategy KPIs

Calculated values for assessing your critical success factors, strategic thrusts, and strategic initiatives. A KPI is associated with a strategy tree component or strategic initiative.

KPI Type

One of these: Manual, Calculated , Composite.

See Also

Peoplesoft Enterprise Scorecard 8.9 PeopleBook

Click to jump to top of pageClick to jump to parent topicDelivered Elements

As delivered, Project Portfolio Management uses the naming conventions described in the following table for the sample data that is delivered with the DEMO database.

Scorecard ID for Project Portfolio Management Scorecard:

PM_PROJECTS

Strategy Tree:

PM_STRATEGY_01

Scenario ID

PPM_SCENARIO

Click to jump to top of pageClick to jump to parent topicDelivered KPI Details

Details about the delivered KPIs are provided in the PPMKPIs.PDF file that is located on the PeopleBooks CD. This file provides information on each of the delivered predefined KPIs via summary and detail tables. Use these tables to better understand Project Portfolio Management KPI calculations. You can also use the information in these tables as a basis for altering the scorecard to update KPIs and target rules.