Creating a KPI Set

You can group several KPIs together to form a KPI set. When you assign a KPI set to a planning element, you assign the entire KPI group along with it.

Prerequisite: ClosedYou have created the required KPIs.

  1. Starting from the top navigation, click > Planner > Settings > KPIs.

  2. Click the pencil icon in the line of a KPI that you want to assign to a KPI set.

  3. An editing dialog box opens.

  4. Select the following in the KPI Sets area:

    • To assign a KPI to an existing set, select the name of the set from the drop-down list.

    • To assign the KPI to a new set, enter the name of the new set into the drop-down list and press Enter.

  5. Click Save.

  6. Repeat steps 2 to 4 to assign all of the required KPIs to the set.

You have created a KPI set.

Note

If you need an overview under > Planner > Settings > KPIs of which KPI sets a KPI is assigned to, show the KPI Sets column.