Performance Goal (Window ID-212)

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Table of 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.

Performance Goal - Performance Goal - Window (iDempiere 1.0.0).png

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. PA_Goal.AD_Client_ID
numeric(10)
Table Direct
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. PA_Goal.AD_Org_ID
numeric(10)
Table Direct
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. PA_Goal.Name
character varying(60)
String
Description Optional short description of the record A description is limited to 255 characters. PA_Goal.Description
character varying(255)
String
Note Optional additional user defined information The Note field allows for optional entry of user defined information regarding this record PA_Goal.Note
character varying(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.

PA_Goal.IsActive
character(1)
Yes-No
Role Responsibility Role The Role determines security and access a user who has this Role will have in the System. PA_Goal.AD_Role_ID
numeric(10)
Table Direct
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 PA_Goal.AD_User_ID
numeric(10)
Search
Sequence Method of ordering records; lowest number comes first The Sequence indicates the order of records PA_Goal.SeqNo
numeric(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. PA_Goal.IsSummary
character(1)
Yes-No
Color Schema Performance Color Schema Visual representation of performance by color. The Schema has often three levels (e.g. red-yellow-green). iDempiere 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_Goal.PA_ColorSchema_ID
numeric(10)
Table Direct
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_Goal.PA_GoalParent_ID
numeric(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 PA_Goal.MeasureTarget
numeric
Number
Measure Concrete Performance Measurement The Measure identifies a concrete, measurable indicator of performance. For example, sales dollars, prospects contacted. PA_Goal.PA_Measure_ID
numeric(10)
Table Direct
Date From Starting date for a range The Date From indicates the starting date of a range. PA_Goal.DateFrom
timestamp without time zone
Date+Time
Date To End date of a date range The Date To indicates the end date of a range (inclusive) PA_Goal.DateTo
timestamp without time zone
Date+Time
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

PA_Goal.MeasureScope
character(1)
List
Measure Display Measure Scope initially displayed PA_Goal.MeasureDisplay
character(1)
List
Chart Type Type of chart to render PA_Goal.ChartType
character varying(2)
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 PA_Goal.MeasureActual
numeric
Number
Date last run Date the process was last run. The Date Last Run indicates the last time that a process was run. PA_Goal.DateLastRun
timestamp without time zone
Date+Time
Performance Goal Target achievement from 0..1 The Goal Performance indicates the target achievement from 0 to 1. PA_Goal.GoalPerformance
numeric
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. PA_Goal.RelativeWeight
numeric
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.

Performance Goal - Restriction - Window (iDempiere 1.0.0).png

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. PA_GoalRestriction.AD_Client_ID
numeric(10)
Table Direct
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. PA_GoalRestriction.AD_Org_ID
numeric(10)
Table Direct
Goal Performance Goal The Performance Goal indicates what this users performance will be measured against. PA_GoalRestriction.PA_Goal_ID
numeric(10)
Table Direct
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. PA_GoalRestriction.Name
character varying(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.

PA_GoalRestriction.IsActive
character(1)
Yes-No
Restriction Type Goal Restriction Type Enter one or more records per Goal Restriction Type (e.g. Org o1, o2) PA_GoalRestriction.GoalRestrictionType
character(1)
List
Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. PA_GoalRestriction.Org_ID
numeric(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 PA_GoalRestriction.C_BPartner_ID
numeric(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. PA_GoalRestriction.C_BP_Group_ID
numeric(10)
Table Direct
Product Product, Service, Item Identifies an item which is either purchased or sold in this organization. PA_GoalRestriction.M_Product_ID
numeric(10)
Search
Product Category Category of a Product Identifies the category which this product belongs to. Product categories are used for pricing and selection. PA_GoalRestriction.M_Product_Category_ID
numeric(10)
Table Direct


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