Objective definition fields
Field | Description | ||
|---|---|---|---|
Code | Enter a unique code to identify the objective definition. | ||
Description | Enter a description for the objective definition. | ||
Objective strategy | Select one of the following options from the picklist: • Once: the target value at the end of the objective period • Periodic: the value change per objective period | ||
Unit | Select the unit of measurement, for example Energy KWh. | ||
Percentage | Enter the percentage for the objective. The percentage can be positive, negative and it can exceed 100 %. • If the objective strategy is set to Periodic, it is the percentage change per objective period. • If the objective strategy is set to Once, it is the percentage at the end date of the objective period. | ||
Value | Enter the value for the objective. • If the objective strategy is set to Once, you can enter the target end value in this field. • If the objective strategy is set to Periodic, it is the value change per objective period. | ||
Project | You can link a project to the objective definition by selecting one of the available projects from a pick list. | ||
Reference period value | Enter the value of the reference period. This can be entered manually or automatically determined by Paap, DAM etc. Example: the energy consumption of your organization for 2020 - the reference period - is 80,000 kWh and you want to reduce it to 65,000 kWh for the year 2026. | ||
Reference period | Specify the duration of the reference period. For example: 1 year, 6 months, 4 weeks. | ||
Reference period start date | Enter the start date of the reference period. This can be any day (not necessarily the first day of the period) | ||
Reference period end date | Displays the end date of the reference period. This date is calculated by Planon: Reference period start date + Reference period - 1 day (up to and including). | ||
Objective period start date | Enter the start date of the objective period. This can be any day after the reference period end date. | ||
Objective period end date | Displays the end date of the objective period. This date is calculated by Planon: Objective period start date + Number of objective periods * Reference period. | ||
Number of 'objective periods' | The number of periods for which the objectives are calculated. | ||
Deviating? | Use this setting to configure gaps between the objective periods. For example if you want to compare data of December months or first quarters. | ||
Objective period 2nd date | In case the setting Deviating? = Yes, this date determines when the second objective period will start. | ||
Objective's origin | Select an objective's origin from the list. An objective's origin refers to the reason why an objective was defined. Objective's origins are added and maintained in Supporting data. See Objective's origins. | ||
Objective classification | Select an objective classification from the list. Classifications can be used to group objectives. Objective classifications are added and maintained in Supporting data. See Objective classifications. | ||
On-track per period | This read-only field indicates if the progress at the end of an objective period is still on track. Possible settings: Yes, No or no value. An empty value means 'not applicable'.
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On-track average | This read-only field indicates if the progress in reaching the objective, measured in time, is still on track. Possible settings: Yes, No or no value. An empty value means 'not applicable'.
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Details for 'Subobjective on track' | This read-only field indicates if the progress of the subobjectives at the end of an objective period is still on track. Possible settings: Yes, No or no value. An empty value means 'not applicable'. |
