Who is this article for?

Everyone who is looking for information on the PI module.

No elevated access or permissions are required.

Performance Indicators (PIs) enable performance data to be captured and monitored, providing data-driven insight into the health of your operations. This article pulls together relevant guides to allow you to make the most of the module.

1. Configuring the module

• Configuring Performance Indicators module settings
• Configuring update notifications for Actions, Feedback, Performance Indicators, and Risks

2. Creating and editing items

• Creating and editing Performance Indicators
• Editing PI Columns and Benchmarks

3. Configuring items

• Formatting data types for Performance Indicators
• Formatting the Duration data type
• Format requirements for Performance Indicator data
• Recalculating a Formula Performance Indicator
• Target Source collection setting for Performance Indicators
• Accumulate towards annual figure option for Target Source

4. Troubleshooting issues

• Troubleshooting Performance Indicator format issues

5. Other resources

• Understanding Long and Short Trend calculations