The CES Plans form pulls together the elements related to your CES plan, including the data that defines the plan, such as the plan type, associated view, owner, and how often the CES is calculated. In addition, this form presents related data, such as the KPIs used and their results, and CES scores and points.
Attachments
Attach any documents relevant to this CES plan on the Attachments tab.
CES Points
Lists the CES Point ID records that are linked to this CES plan.
CES Scores
Lists the CES Scores records that are linked to this CES plan.
KPI Metrics
Lists the KPIs associated with this CES plan.
KPI Results
Lists the results for the KPIs defined for this CES plan.
KPI Run Mappings
Lists the run data for the KPIs associated with this CES plan. The run data includes the run date and whether the CES plan was executed.
Top Panel
Calc. Frequency
Select how frequently this CES plan is calculated. The valid values are:
- Annually
- Quarterly
- Monthly
Description
Enter a description of this CES plan.
End Date
Select a date for this CES plan to end collecting data. This is an informative field and does not hold the CES plan from being applicable to other time periods.
Name
Enter the name of this CES plan.
Organization
Select the organization on which this CES plan is applied. The field links to the record for the selected organization.
Owner
Select the owner of this CES plan. The field links to the record for the selected owner.
Start Date
Select a date for this CES plan to start collecting data. This is an informative field and does not hold the CES plan from being applicable to other time periods.
Status
Select the status of this CES plan. This is an informative field and does not have any effect on this CES plan. The valid values are:
- Active
- Inactive
- Planning
Type
Select the entity type for which this CES plan is applicable. The value values are Persons and Companies.
View
Select the view on which the CES plan is applicable. The field links to the record for the selected view.
Comments
Please sign in to leave a comment.