Adding and Editing Performance Indicators

Performance Indicators are custom indicators that are created by the Funding Organization. They are also known as Performance Measures. For DD Councils, when selecting a new Indicator from a list, the custom Indicators will be located between the new Federal Performance Indicators and the old Indicators. All other Funding Organizations will see only their custom Indicators. When working with the Indicators in a Periodic Report, they will display in alphabetic order according to the PM Code, usually the custom Indicators will appear at the very bottom.

Funding Organizations can specify sub indicators when more detail is needed. The classic examples of these are gender, location, and race demographics. DD Suite has provided pre-loaded templates, based on Federal requirements, for gender, location, and race. Funders can also define their own sub indicators for any custom Performance Indicator. Up to 10 sub indicators per Performance Indicator are supported.

FYI: Performance Indicators are also called Performance Measures.

Select the “Performance Indicators" Module from the Dashboard.

2. To add a new Performance Indicator, click on Add Custom Performance Indicator.

3. Add your new measure by putting in a new Code, Description, Value, etc.…

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

Then Save

4. To edit an existing Performance Indicator, select the link within the Code column to the left of the Indicator you wish to edit. To remove an existing Indicator, select the “remove” link.

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.