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A Quick Introduction to
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Indicators, Targets, and Results
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Here you want to focus on the following: The human explanation of this feature. What does it mean in a business context? What is is used for? Do we have some examples we can share? This is the functionality for defining the key indicators for a Project/Grant/Program, defining target and result frequency, setting targets, and reporting results throughout the Project/Grant/Program lifecycle. |
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A Quick Video
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The Details of
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the Project Indicator Action Menu
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Here you want to focus on In the Lightning Web Component, actions on Project Indicators are accessed through the action menu that can be expanded on the right side of the table. The action menu currently enables users to edit, delete, or deactivate Project Indicators. Below are the step-by-step instructions, including screenshots to help the user really work through this. |
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on how to do this. |
Editing Project Indicators
When the menu is expanded, the Edit button can be clicked. This will open the Customize Project Indicator popup; note that this is the same popup used when creating a custom Project Indicator for the first time.
Deleting Project Indicators
When the menu is expanded, the Delete button can be clicked. The user will then be prompted with a popup to confirm the deletion.
See this section for more details on what happens when the deletion is confirmed.
Deleting Disaggregated Project Indicators
A Disaggregated Project Indicator (DPI) record can be deleted by either changing the Disaggregation Group of a Project Indicator directly on the Project Indicator record page, or through the ManageIndicator page. Alternatively, a Disaggregated Project Indicator can be deleted directly from the Disaggregated Project Indicator record from the Disaggregated Project Indicator object tab.
Deactivating Project Indicators
Instead of opening the Edit Project Indicator popup to deselect the Active checkbox to FALSE in order to deactivate a Project Indicator, now a Project Indicator can be deactivated directly from the table itself via the action menu.
When the Deactivate action is clicked, then the user will be prompted with a popup to confirm the deactivation.
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See this section for more details on what happens when the deactivation is confirmed.
Reactivating Project Indicators
For Project Indicators that have already been deactivated and display in the Deactivated Indicators tab, these can be reactivated by selecting the checkbox next to any number of Project Indicators and clicking the “Activate Selected” button. Deactivated Project Indicators can be selected across multiple pages, and a badge in the bottom left will inform the user how many total Project Indicators have been selected to reactivate.
Aggregated and Calculated Project Indicators
As of the v1.25 Delphinus release, the Manage Indicators Lightning Web Component does not support aggregated or calculated project indicators. Users are able to create project indicators of aggregated or calculated type of results, but cannot refresh or run a batch to update result records. To access the full functionality of aggregated and calculated project indicators, use Manage Indicators as a Visualforce page.
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