Editing a KPI

When to Edit a KPI

You might need to edit a KPI when:

• You've added a KPI to a planning activity and want to enter values such as weighting, Target/Threshold, or the Measure Date.

• You want to enter a value for a Measurement KPI.

Steps

1. Click > Planner > Calendar or > Budget and navigate to the activity whose KPI you want to edit.

2. Double-click the activity to open the detailed view.

3. Go to the KPIs tab.

4. If the KPI is based on budget values, select the currency basis from the Calculation base dropdown (reference or working currency).

5. If using reference currency, select the relevant year in the Fiscal year dropdown.

6. Double-click the KPI you want to edit.

   The Edit KPI dialog opens.

7. Edit the properties as needed.

8. Click Save.

You have successfully edited the KPI.