Define KPI structures to create parent/child relationships between KPIs. The scores for child KPIs roll up to all of the children’s parents. For example, you create a parent KPI to measure the overall efficiency of a production department during a month. You associate the parent KPI with child KPIs whose scores will roll up to the score for the parent KPI. One child KPI measures the number of units that the production line produces during a month. A second child KPI measures the maintenance costs for a production line during a month.
Each of the child KPIs must be assigned a weight based on their importance, and the sum of all child KPIs assigned for a parent KPI must be equal to 100. The system uses the value assigned for the weight of a child KPI to translate the normal score for a child KPI when rolling the score up to a parent KPI. For example, when calculating the score for the parent KPI, you consider the number of units produced to be more important than the number of maintenance dollars spent. Therefore, you assign a weight of 70 for the number of units produced and a weight of 30 to the maintenance dollars spent.
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Select Administration > Start Center Setup > KPI Setup.
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Select the KPI for which to define structures, and then click the Children tab. Total Weight (Must equal 100%) is automatically populated with the total weight of all child KPIs. If no child KPIs are currently associated with the parent KPI, then Total Weight (Must equal 100%) is populated with 0.
You can only associate child KPIs to parent KPIs. You must select Parent on the KPI Codes form to indicate that a KPI is a parent KPI. See Setting up KPIs.
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Click Add Child KPI.
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Specify this information:
Child KPI - Specify the child KPI component for the parent KPI.
Weight (%) - Specify the weight for the child KPI component to use when calculating the Current Value and Normal Score for the parent KPI.
The sum of the weight of all child KPI components defined for a parent KPI must be
100%.
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Click Submit.