Template:Performance Goal (Window ID-212 V1.0.0)

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.

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	PA_Goal.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant 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.

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	PA_GoalRestriction.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant 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 tenant	An organization is a unit of your tenant 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