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Ravi Ranjan

Gabriel Atencio

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New and Improved Features

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101120
101120
PMP-101120 As an end user, I need the ability to bulk upload goal values in Performance Management

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Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System: 

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  • Does not have an import tool to configure goal values for multiple locations of a program

  • Users have to configure goal value for each location and KPI one by one

Purpose: 

  • Help Increase adoption of Goal Management feature by making it easy to configure goal values  

Enhanced System:

  • Has Emission Factor Goal Value import option available from Emission Preference Goal Management screen

  • Factors Goal Value can be imported for multiple one program at a time but for all locations and KPIs of the program in one go
  • It support updating existing factors values as well
  • Any user having permission to update Emission Factor view/edit goal permission for a program can use the import tool only for that program
    • If selected program does not have any KPI with Goal setup, system will display relevant message
  • User's Location and Program permission will be validated in Data Mapping screen
  • The import tool and template is static, however few columns are dropdown where we have standard system valuesdynamic, so import tool will be visible only when a Program is selected
  • Template will be downloaded as per selected program
  • This is done to make the import template user friendly and reduce data issuesby displaying KPI wise different goal setup so that accurate goal value can be configured
  • Limitation
    • currently there is a limitation with older excel formats that does not allow to populate more than 220 values in a dropdown column.
    • Due to this limitation, in import template any column that has more than 220 values, will not be a complete list.
  • However the import tool also allows users to use any existing excel file having goal value configuration data.
    • Columns of the excel file can be mapped in Data Mapping screen to respective columns and the import tool will import the data after validating required configurations and permission

Impacts: No Impact

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