1. Configuring Key Performance Indicators(KPI)
Client Webinar Series
Time to Reach New Heights
Configuring Key Performance Indicators(KPI)
Sept 9, 2015

2. Understanding the Possibilities for customizing your KPI
Agenda
Understanding the Possibilities for customizing your KPI
Key Performance Indicators
What are they
From where is the data pulled
Configuration of KPI improved in Spitfire 4.5
Line Items
Hiding Line Items
Changing Line Item Labels
Resequencing Line Items
Columns
Adding New Columns
Naming New Columns
Moving Line Items to the New Column
KPI Formulas

3. KPI – What are They What are they
Users can select which Theme they prefer on the My Settings screen

4. From Where is the Contracts & Budget Data Pulled
KBA-01152: What is the Source for the Values in the KPI?
From Where is the Contracts & Budget Data Pulled
Contracts & Budgets
Original Contract
= Current Contract – Committed PCO
Approved CO
= sum(xsfDocItem.RevenueAmount) where xsfDocHeader.status = approved or committed; xsfDocHeader.project = project; and DocType = PCO
Current Contract
= pjpdtrol.eac_amount where project = project and acct = Contract Value account category
Unapproved CO
= sum(xsfDocItem.RevenueAmount) where xsfDocHeader.project = project; and DocType = PCO and EXPENSES have already been posted but REVENUE has not.
Original Commitment
= sum(xsfDocItemTask.ExpenseAmount) where xsfDocHeader.status = committed for all of the Project‘s Commitments
Approved CCO
= sum(xsfDocItemTask.ExpenseAmount) where xsfDocHeader.status = approved for all of the Project‘s Commitment Change Orders
Current Commitment
= sum of Original Commitment + Approved CCO
Pending Commitment
= sum (xsfDocItemTask.ExpenseAmount) where xsfDocHeader.status = pending for all the Project‘s Commitment Change Orders and Commitments
Contracts & Budgets
Approved Pay Request
= sum(xsfDocItemTask.RevenueAmount) where xsfDocHeader.status = approved for all of the Project‘s subcontract pay requests
Original Budget
= sum(pjptdsum.Total_Budget_Amount) for Expense Account Categories
Estimate at Completion (EAC)
= sum(pjptdrol.eac_amount) where acct = Expense Account Category Types **
Actual + Committed
= sum(pjdtdsum.actual_amount + pjdtdsum.commit) for Expense account categories
Forecast at Completion (FAC)
= sum(pjptsum.fac_amounts) for Expense account categories
Variance
= FAC – EAC
Earned Value
= %spent * CurrentContract : details:
IF CurrentEacBudget <= 0 THEN 0
IF ActualExpense > CurrentEACBudget THEN CurrentContract
OTHERWISE (CurrentContract * (ActualExpense / CurrentEacBudget))
Under Billed
= Billed to date – Earned Income
Backlog
= Current Contract – CurrentBudget – Earned Income

5. From Where is the AR Summary Data Pulled
Aged AR
For selected Project and as of Today‘s date:
From Accounting Peer, WHERE ARInvoice.projectid AND ardoc.status is Posted, Released, and and ardoc.balance <> 0
Under 30
and grouped by date range
30-60 Days
60-90 Days
Over 90
Total
= sum of Aged AR
Unbilled
From Accounting Peer, =ProjectID and ARInvoiceDoc = status Open, Unposted
= sum of Unbilled

6. From Where is the Project Cash Flow Data Pulled
For selected Project and as of Today‘s date:
Billed to Date
= sum pjtran.amount when PJTRAN.acct = Billed-to-Date AcctCat from Project Controller Setup
Less Open AR
= Aged AR total from Column 2
Less Retention
= sum pjtran.amount when PJTRAN.acct = AR Retention AcctCat from Project Controller Setup
Cash In
= Billed to Date + Less Open AR + Less Retention
AP Cost to Date
=sum OrigDocAmt WHERE and apdoc.rlsed = 1 and apdoc.doctype in (‘VO‘,‘AC‘,‘AD‘) [multiply AD amount by -1]
Less Open AP
=sum DocBal WHERE apdoc.OpenDoc = ‘1‘ and apdoc.rlsed = 1 and and acct <> APRetention Acct and apdoc.doctype in (‘VO‘,‘AC‘,‘AD‘) [multiply AD amount by -1]
=sum DocBal WHERE apdoc.OpenDoc = ‘1‘ and apdoc.rlsed = 1 and acct = APRetention Acct and apdoc.doctype in (‘VO‘,‘AC‘,‘AD‘) [multiply AD amount by -1]
AP Cash Out
= AP Cost to Date + Less Open AP + Less Retention
Project Cash Flow
For selected Project and as of Today‘s date:
Other Cash Out
= Actual + Commit to Date from Column 1 – AP Cash Out
Net Cash Flow
= Cash In – (AP Cash Out + Other Cash Out)
Cash Conversion
= Open AR + Retention + Under Billed (if any)
Cash Funding
= Open AP + AP Retention + Over Billed (if any)
Net Cash Demand
= Cash Conversion – Cash Funding

7. Key Performance Indicator Part
As Shipped:
As Configured:

8. KPI Line Items – Hiding/Changing Label
gfgds

9. KPI Line Items – Setting a Format
KBA-01585: Configuring the Project Key Performance Indicator Part
KPI Line Items – Setting a Format
hide = hide the value and use the full width for the label (used, for example, for the column headers).
C0, C1, C2, C3, C4 = Currency with no decimal places, one decimal place, etc. to a max of 4 decimal places.
F0, F1, F2, F3 = Numeric with no decimal places, one decimal place, two decimal places, three decimal places, etc.
P0, P1, P2, P3 = Percentage with no decimal places, one decimal place, two decimal places, three decimal places, etc.

10. Line Items - Sequencing
2-digit numbers
The Seq # is not a specific position in the grid, but a relative position based on the Seq # of the other line items. Examples:
If your line items are numbered 1, 2, 3, 4, 5 – then 5 with be the 5th line item in the Column.
But if your line items are numbered 5,10,15, 20, 25, then 5 will be the 1st line item in the Column
Order by 5’s or 10’s so that you have room to add a line item with a sequence number between any two line items.

11. Columns – Displaying / Hiding
All of the 5 available Columns have a Line Item with the letters “Col” to designate them as a Column
To hide a specific Column remove checkmark in the Visible column
To display a specific Column add a checkmark in the Visible column

12. Columns – Naming the Column

13. Columns – Positioning the Columns
As Shipped the KPI is using Columns 1, 3 and 5
This allows you to position Xtra Col A or Xtra Col B is Columns 2, 4, 6, or 7.
Edit Col=x to indicate which position your newly displayed will appear.

14. Moving Line Items to Another Column
Copy the Line Item in UI Configuration.
Change the Col= from 1 to 2
In my example of moving the Budget and Expenses from Column 1 to Column 2, I didn’t change any SEQ # (I left the line items in the same order and just changed Col=1 to Col=2)

15. Changing a Line Item Formula
Changing a Formula can have unintended consequences
Be sure to test carefully
Change a Formula in Rule Maintenance | ProjectKPIFormula Rule Group
Your edited version will have an X in the SF column and include a trash can icon
ComputeList
The ComputeList is the order that calculations are performed – Be sure your new formula with the ComputeList – or edit the ComputeList to match your needs

16. Resources
Knowledge Base Articles (KBA) at
KBA-01152: What is the Source for the Values in the KPI?
KBA-01228: Overview of the ProjectKPIFormulas Rule; KPI Formulas

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