Add New Values to Project KPI (Health Indicators)

    By default, the Inspire Planner Project Key Performance Indicators (KPIs) include three (3) standard values - Green, Amber and Red. When a project is added to a Portfolio, these health indicators are displayed as icons.

     

     

    If you need additional values, the following color values can be added and are supported. When added to the picklist, they are represented by LED indicators in the Portfolio.

    • Blue
    • Purple
    • Orange
    • Yellow
    • Gray

     

    Please Note: 

    Project KPIs (or health indicators) are manually managed and do not automatically adjust.
     

    If you would like the Project KPIs to automatically adjust, you can configure a Flow in Salesforce and define your parameters based on how you view Project health. Perhaps you're a budget-focused organization so health is driven primarily by budget, or maybe you're more focused on time to implement. You will need to map out what those success factors are and identify the fields in the project that are currently tracking those values. From then, you can create thresholds either through formula fields, or based on the value of a field that the Flow will then reference to know when to update the KPI and what to update it to.

     

    For example, there is a "Days Overdue" field on the Project that you can use as a parameter for adjusting the "Schedule" KPI. You can choose to design a Flow that looks at the value in this field whenever the value changes, and based on the value and the thresholds you define in your Flow, it will automatically update the "Schedule" health indicator.

     

     

    This help article will walk you through how to add these additional values in the Picklist Value Set for your Project KPIs.

     

    1. Click on the Gear Icon at the top right corner and go to Setup.


       
    2. Enter "picklist" in the Quick Find box and click on Picklist Value Sets.


       
    3. Click on Status Indicators.


       
    4. Next, under Values, click on New.


       
    5. Enter each value as its own row. The following values are supported:
       
      • Blue
      • Purple
      • Orange
      • Orange
      • Yellow
      • Gray

      Check the box for "Add the new picklist values to all Record Types that use this Global Value Set." and click on Save.

      These new values automatically appear as options in all of the Inspire Planner Project KPIs.


       
    6. The new values you added will now be displayed in the picklist for your Project KPIs, and they will display in the Portfolio as an LED indicator.


    Tags

    PortfolioAdministrationProject Plan

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