ManPageW PerformanceGoal

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Contents

Window: Performance Goal

Description : Define Performance Goals

Help : The Performance Goal Window allows you to define performance goals or all, a role or a user



Tab: Performance Goal

Description : Performance Goal

Help : The Performance Goal Tab defines specific goals for performance.

Table Name  : PA_Goal

Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

Name Alphanumeric identifier of the entity The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. Name

NVARCHAR2(60)

String

Description Optional short description of the record A description is limited to 255 characters. Description

NVARCHAR2(255)

String

Note Optional additional user defined information The Note field allows for optional entry of user defined information regarding this record Note

NVARCHAR2(2000)

Text

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

Role Responsibility Role The Role determines security and access a user who has this Role will have in the System. AD_Role_ID

NUMBER(10)

TableDir

User/Contact User within the system - Internal or Business Partner Contact The User identifies a unique user in the system. This could be an internal user or a business partner contact AD_User_ID

NUMBER(10)

Search

Sequence Method of ordering records; lowest number comes first The Sequence indicates the order of records SeqNo

NUMBER(10)

Integer

Summary Level This is a summary entity A summary entity represents a branch in a tree rather than an end-node. Summary entities are used for reporting and do not have own values. IsSummary

CHAR(1)

YesNo

Color Schema Performance Color Schema Visual representation of performance by color. The Schema has often three levels (e.g. red-yellow-green). Adempiere support two levels (e.g. red-green) or four levels (e.g. gray-bronce-silver-gold). Note that Measures without a goal are represented white. The percentages could be beween 0 and unlimited (i.e. above 100%). PA_ColorSchema_ID

NUMBER(10)

TableDir

Parent Goal Parent Goal You can create a hierarchy of goals by linking the sub-goals to the summary goal.

The measures are automatically rolled up

PA_GoalParent_ID

NUMBER(10)

Table

Measure Target Target value for measure The Measure Target indicates the target or goal for this measure. It is used as in comparing against the actual measures MeasureTarget

NUMBER

Number

Measure Concrete Performance Measurement The Measure identifies a concrete, measurable indicator of performance. For example, sales dollars, prospects contacted. PA_Measure_ID

NUMBER(10)

TableDir

Date From Starting date for a range The Date From indicates the starting date of a range. DateFrom

DATE

DateTime

Date To End date of a date range The Date To indicates the end date of a range (inclusive) DateTo

DATE

DateTime

Measure Scope Performance Measure Scope The scope of the goal can be broken down for initial display.

Example: Scope is Year, Display is Month - the goal is entered as a yearly number, the display divides the goal by 12

MeasureScope

CHAR(1)

List

Measure Display Measure Scope initially displayed MeasureDisplay

CHAR(1)

List

Measure Actual Actual value that has been measured. The Measure Actual indicates the actual measured value. The measured values are used in determining if a performance goal has been met MeasureActual

NUMBER

Number

Date last run Date the process was last run. The Date Last Run indicates the last time that a process was run. DateLastRun

DATE

DateTime

Performance Goal Target achievement from 0..1 The Goal Performance indicates the target achievement from 0 to 1. GoalPerformance

NUMBER

Number

Relative Weight Relative weight of this step (0 = ignored) The relative weight allows you to adjust the project cycle report based on probabilities. For example, if you have a 1:10 chance in closing a contract when it is in the prospect stage and a 1:2 chance when it is in the contract stage, you may put a weight of 0.1 and 0.5 on those steps. This allows sales funnels or measures of completion of your project. RelativeWeight

NUMBER

Number


Tab: Restriction

Description : Performance Goal Restriction

Help : Restriction of the performance measure to the Organization, Business Partner or Product defined. Example: The performance is only measured for HQ The measure must support the data, otherwise it is ignored.

Table Name  : PA_GoalRestriction

Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

Goal Performance Goal The Performance Goal indicates what this users performance will be measured against. PA_Goal_ID

NUMBER(10)

TableDir

Name Alphanumeric identifier of the entity The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. Name

NVARCHAR2(60)

String

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

Restriction Type Goal Restriction Type Enter one or more records per Goal Restriction Type (e.g. Org o1, o2) GoalRestrictionType

CHAR(1)

List

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. Org_ID

NUMBER(10)

Table

Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_BPartner_ID

NUMBER(10)

Search

Business Partner Group Business Partner Group The Business Partner Group provides a method of defining defaults to be used for individual Business Partners. C_BP_Group_ID

NUMBER(10)

TableDir

Product Product, Service, Item Identifies an item which is either purchased or sold in this organization. M_Product_ID

NUMBER(10)

Search

Product Category Category of a Product Identifies the category which this product belongs to. Product categories are used for pricing and selection. M_Product_Category_ID

NUMBER(10)

TableDir

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