Project Planning and Tracking - General Tab

This tab enables you to customize the properties of a selected KPI type.

To access

In Project Customization, in the left pane, click Project Planning and Tracking. Select a KPI type. The KPI properties are displayed in the General tab.

Important information

ALM Editions: The Project Planning and Tracking tab is available only for ALM Edition. For more information about ALM editions and their functionality, see the Micro Focus Application Lifecycle Management User Guide: ALM Editions.

User interface elements are described below:

UI Elements

Description

Name

The name of the selected KPI.

Entity Type

The entity type of the selected KPI. Possible values are Requirement, Test, Test Instance, and Defect.

Description

The description of the selected KPI.

User interface elements are described below:

UI Elements

Description

KPI is better when values are

The expected growth direction of the values of the selected KPI. The higher or lower the value, the better it is.

Default value: Higher

Default Threshold OK Above/Below

A value greater than the specified amount indicates a good KPI state.

Warning Range

A percentage value relevant to the OK Above/Below threshold. If a KPI is better when a value is higher and the OK Above threshold is set to 100, and the warning range is set to 10%, then any value between 90 and 100 will trigger a warning. Any value below 90 indicates a bad KPI state.

This area enables you to define how to measure the KPI values.

Important information

When defining the properties for the Percentage measurement type, the Measure percentage of section indicates the numerator to be used for percentage calculations. The Out of section indicates the denominator to be used for percentage calculations.

User interface elements are described below:

UI Elements

Description

Measurement Type

The method of measurement.

Function

Indicates one of the following:

  • Count. Counts the number of entities.

  • Sum values of field. Totals the values of a specified field for all the entities.

Measured Entities

Enables you to filter on entities of the type specified for the selected KPI:

  • Set Filter/Sort. Opens the Filter dialog box enabling you to define a filter. For details, see the Micro Focus Application Lifecycle Management User Guide: Filter Dialog Box.

  • Clear Filter. Clears the defined filter.

Consider Transitions

Enables the Configure button.

When transitions are configured, the KPI aggregates field changes instead of counting the changes.


Opens the Configure Transitions dialog box, enabling you to define how field changes are counted when measuring KPI values. For details, see Configure Transitions Dialog Box.