Plan Design > Attainment Measures

You can use the Attainment Measures area to create and manage attainment measures,
thereby allowing you to use these measures consistently throughout the application.

Screen

Attainment Measures Screen

All Fields

The following table describes the information you can specify when managing attainment
measures:

Field	Description
Name	The name of the attainment measure.
Description	A description of the attainment measure.
Period Type	The period type for the attainment measure, from among the following: • All • Monthly • Quarterly • Yearly • Quarter-to-date (QTD) • Year-to-date (YTD)
Products	The product filters to apply to the measure.
Customers	The customer filters to apply to the measure.
Geographies	The geography filters to apply to the measure.
Credit Types	The credit type filters to apply to the measure.
Tags	The tags associated with the attainment measure (as defined in the Setup > Tags area).

How to…

This section describes how to manage attainment measures.

Display All Attainment Measures

Click the Plan Design tab, then click Attainment Measures in the secondary menu. The
Attainment Measures screen appears.

• To find specific attainment measures, type part of the name in the Find Measures
text box, and click the button. The search results appear.
Click the  button to clear the Find Measures text box and reset the search
results.
• To filter attainment measures, select the appropriate radio button in the Filters section.

You can filter measures based on the following criteria:

• All
• Monthly
• Quarterly
• Yearly
• Quarter-to-date (QTD)
• Year-to-date (YTD)

• To filter attainment measures by tags, type the tag name in the Tags field. Select a
matching tag that appears in the drop-down list.

Alternatively, click the Select Tags button and choose the tags to apply to the
search.

• To display details about an attainment measure, click the name of the measure.
Click the Details tab, if necessary.
• Use the page navigation buttons to navigate between the pages of attainment
measure results.

Create an Attainment Measure

1. Click the Plan Design tab, then click Attainment Measures in the secondary menu.
The Attainment Measures screen appears.

2. Click the button. The Create New Attainment
Measure screen appears.

3. In the Name field, type a name for the attainment measure.

4. (Optional) In the Description field, type a detailed description of the attainment
measure.

5. In the Period Type field, choose the type of period for the attainment measure.

You can choose from among the following options:

• Yearly
• Quarterly
• Monthly
• Quarter-to-date (QTD)
• Year-to-date (YTD)

6. (Optional) In the Products field, specify the product filters to apply to the measure.

Do the following:

a. Click the Add Products link. A dialog appears showing all products
b. To find specific products, type part of the name in the Find Products text box,
and click the  button. The search results appear.
Click the button to clear the Find Products text box and reset the search
results.
c. Select one or more products by clicking the corresponding checkboxes.
d. Click the button to add the selected products to the
attainment measure.
Alternatively, click the Cancel button to dismiss the dialog without adding any
products to the measure.
Click the button to remove a product from the list.

7. (Optional) In the Customers field, specify the customer filters to apply to the measure.

8. (Optional) In the Geographies field, specify the geography filters to apply to the
measure.

9. (Optional) In the Credit Types field, specify the credit type filters to apply to the
measure.

10. (Optional) In the Tags field, specify the tags to associate with the measure.

11. Click the button to save the new attainment measure. Alternatively,
click the Cancel button to dismiss the screen without creating the attainment
measure.

Edit an Attainment Measure

1. Click the Plan Design tab, then click Attainment Measures in the secondary menu.
The Attainment Measures screen appears.

2. Hover over a measure in the list, and click the Edit button that appears. The Edit
Attainment Measure screen appears.

3. Modify the fields, as required.

4. Click the button. Alternatively, click the Cancel button to dismiss the
screen without saving your changes.

Copy an Attainment Measure

1. Click the Plan Design tab, then click Attainment Measures in the secondary menu.
The Attainment Measures screen appears.

2. Hover over a measure in the list, and click the Copy button that appears. The
Copy Attainment Measure screen appears.

3. In the Name field, type a new name for the measure.

4. Modify any other fields, as required.

5. Click the  button. Alternatively, click the Cancel button to dismiss the
screen without creating the attainment measure.

Delete an Attainment Measure

1. Click the Plan Design tab, then click Attainment Measures in the secondary menu.
The Attainment Measures screen appears.

2. Hover over a measure in the list, and click the Delete button that appears. A confirmation
dialog appears.

3. Click the  button to delete the attainment measure.
Alternatively, click the  button to dismiss the dialog without deleting
the attainment measure.

Download Attainment Measures

You can download all attainment measures as a Comma Separated Value (CSV) file,
suitable for importing into Microsoft Excel and other applications.

1. Click the Plan Design tab, then click Attainment Measures in the secondary menu.
The Attainment Measures screen appears.

2. Click the Download Measures button. A download dialog appears.

3. Save the file to your local system.

Display the Audit History

1. Click the Plan Design tab, then click Attainment Measures in the secondary menu.
The Attainment Measures screen appears.

2. Click a measure to expand the display.

3. Click the Audit tab. The audit history appears.