Amending Project KPIs in Commercial Projects

Step 1: Select Admin > Your Clients. 

Step 2: Select the Client. 

If you have ‘Apply Client KPIs’ selected for a Project you will not be able to select View Project KPIs. If you want to view or amend the Client KPIs select ‘Manage KPIs’ or the magnifying glass icon. 

Any changes made to the Client KPIs will affect all Projects within this Client which have ‘Apply Client KPIs’ selected. 

If you want Project specific KPIs and 'Apply Client KPIs' is selected, untick the 'Apply Client KPIs' and the option to 'View Project KPIs' will become available. 

Step 1: Select View Project KPIs.

Step 1: Toggle off ‘Use Default KPIs’ if your Project is currently using these, if you would like the Project to start using default KPIs (set at account level) toggle this on. If this is off and you want to add Project specific KPIs go to step 3.

Step 2: Select ‘Deselect Default Reactive KPIs’ or ‘Deselect Default Inspection List Type KPIs’.

Step 3: Select Edit.

Step 4: Make the required changes to your KPI’s. (Days must be a whole number between 0 and 730, and Hours must be a whole number between 0 and 23)

Step 5: Select Save.