Add New Values to Project KPIs

    By default, Inspire Planner Project Key Performance Indicators (KPIs) include three (3) standard values - Green, Amber and Red. This indicators display as an icon in Portfolios.

     

     

    You can, however, add the values below if needed, and they are represented by LED indicators in the Portfolio.

    • Blue
    • Purple
    • Orange
    • Yellow
    • Gray

     

    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 display in the picklists for your Project KPIs and they will display in the Portfolio as an LED indicator.


    Tags

    PortfolioAdministrationProject Plan

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