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Select the “Performance Indicators" Module.
To add a new indicator, select the “Add custom Performance Indicator” link.
To edit an existing indicator, select the “edit” link to the right of the indicator you wish to edit. To remove an existing indicator, select the “remove” link.
When adding a new indicator or editing an existing indicator, provide the following information:
Code (for example: DAN01)
Description
Order Value
Must be a number between 300 and 699
The lowest number will appear at the top
Type
Identify if it is measured in numbers or in dollars.
Start Year
Ending Year
Save
To Add Sub Indicators, click on "Template / Custom Subs" after saving.
Select a system Template: After selecting a template, click on Apply Template so the sub indicators populate the table.
Create Custom Sub Indicators: To clear an existing template and/or create your own, select "Customize" after No Template in the list.
Code: The Code value is appended to the parent's code and makes each sub indicator unique, but is rarely if ever seen.
Description: The description is presented to users when they enter indicator values.
Order: The order must be between 299 and 700, and drives presentation order.
Save Changes when done.