Configuring an initiative performance range
Specify ranges for the week, two-week, month, quarter, long term, budget, or rating performance ranges. Changing a performance color or label in one date range changes the setting in all date ranges. For example, changing the top label range in the week range also changes the top label in the two week, month, quarter, and long term ranges.
Configure the following ranges:
*Date performance ranges specify the colors and labels for the start and end date performance indicators.
*The budget performance range specifies the colors and labels for the budget performance indicator.
*The rating performance range specifies the colors and labels for the rating performance indicator.
How to define an initiative performance range
1 Choose SetupConfigureInitiatives.
2 In Initiative Performance Ranges, to select a range to edit, perform one of the following tasks:
*To define settings for a date range, choose Week, Two week, Month, Quarter, or Long term.
*To define settings for the budget range, choose Budget.
*To define settings for the rating range, choose Rating.
3 In the selected range, as shown in the example in Figure 1‑33, perform any of the following tasks:
Figure 1‑33 Defining initiative range values for a database
*To define the lower limit of a performance range, in Begins at, type or select a value. To define the upper limit of the range, in the range immediately above, in Begins at, type or select a value. That value is both the upper limit of the first range and the lower limit of the next range. In the example shown in Figure 1‑33, the upper limit of range 3 is the lower limit of index range 4. Defining range limits is not available for the rating range.
*To define the color of a performance range:
1 Choose Color beside the range.
2 In Color, to define a palette, select Web browser safe colors. Alternatively, you can use Standard Windows colors, but some colors display differently in Metrics Management clients.
3 Select a color from one of the palettes. Then choose OK.
*To change a label’s text color, from Text color, select a color.
*To change a label’s name, in Identifier, type a label.
4 Choose Save.