QPR Installation Instructions

View Designer Field Selection View

View Designer Field Selection View

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View Designer Field Selection View

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In this view you can select new fields to be included in the analysis, actions, discussion, or the navigator view. Select one or more fields to be included in the view and click the Add button. Click the Cancel button to close the view without adding any fields. You can select multiple fields with the help of Ctrl (hold down to select multiple individual fields) and Shift (hold down to select a range of fields) keys. The following fields are available for different views:

 

Fields available for the Analysis View under the Processes tab:

Field Name

Field Description

Element

Displays the element type icon, link to the element's detail view, and a link to the process level on which it appears.

Type

Displays an icon indicating the type of the process step.

Name

Displays the name of the element.

Description

Displays the description of the element.

Id

Displays the ID of the element.

Owner

Displays the owner of the element.

Last modified

Displays the date and time when the element was last modified.

Author

Displays the author of a subprocess level or the model.

Status

Displays the status of a subprocess level or the model.

Comment

Displays comment connected to a subprocess level or to the model.

Version

Displays the version of the model or a subprocess level.

Model

Displays the model name and a link to the Model Properties view.

Process levels

Displays and provides links to process levels the element is used in.

Organization items

Displays and provides links to organization items the process step belongs to.

Model creation date

Displays the date when the model was created.

Model last saved date

Displays the date when the model was last saved.

Flow chart link

Displays a link to a flow chart in which the element is used and highlights the corresponding element in the flow chart. In the case the element is contained in multiple flow charts, clicking the link opens a flow chart selection view first.

Flow from

In the case of flows, displays a link to the details view of an element from which the flow starts.

Flow to

In the case of flows, displays a link to the details view of an element to which the flow ends.

Flow from process level

In the case of flows, displays a link to the details view of a subprocess from which the flow starts.

Flow to process level

In the case of flows, displays a link to the details view of a subprocess to which the flow ends.

Store type

Displays whether a store is a material store or an information store.

Information item type

Displays the type of information items.

Information item link

Displays a link to the information linked or embedded to the information item.

Resource type

Displays the type of a resource.

Resource unit

Displays the unit by which the cost of a resource is calculated.

Organization unit type

Displays the type of an organization item.

Actions

Displays headers and descriptions of actions connected to the element.

Action headers

Displays headers of actions connected to the element.

Add action

Button for adding an action to the element listed in the row.

Custom attribute

Displays the value of a selected type of custom attribute for elements which have the corresponding custom attribute defined.

QPR Metrics link

Displays a link to a QPR Metrics element that is linked to the QPR Modeling Client element on the corresponding row.

 

 

Fields available for Navigator View under the Scorecards tab:

Field Name

Field Description

Hierarchy

Displays the element hierarchy of the selected scorecard.

Type

Displays an icon indicating the element type.

Name

Displays the name of the element.

Description

Displays the description of the element.

Symbol

Displays the symbol of the element.

Id

Displays the ID of the element.

Last modified

Displays the date when the element was last modified.

Creator

Displays the user who has created the element.

Creation date

Displays the date when the element was created.

In charge

Displays the user in charge for the element. The user in this field is the one assigned to the primary (first) role defined for the element type.

Scorecard

Displays the scorecard in which the element is located.

Scorecard symbol

Displays the symbol (identifier) of the scorecard in the element is located.

Model

Displays the model in which the element is located.

Value

Displays the value of the element for the selected series and period.*

Period

Displays the name of the selected period.*

Value and period

Displays the value and period of the element for the selected series and period.*

Range value

Displays the range value of the element for the selected series and period.*

Range value and period

Displays the range value and period of the element for the selected series and period.*

Range color

Displays the range color of the element for the selected series and period.*

Range color and period

Displays the range color and period of the element for the selected series and period.*

Range icon

Displays the range icon of the element for the selected series and period.*

Range icon and period

Displays the range icon and period of the element for the selected series and period.*

Trend icon

Displays the trend icon of the element for the selected series and period.*

Trend icon and period

Displays the trend icon and period of the element for the selected series and period.*

Trend

Displays the trend of the element in a text format for the selected series and period.*

Trend and period

Displays the trend as a text and the corresponding period for the selected series and period.*

Information item icon

Displays the information item icon, which is a link to  a view listing all information items connected to the element. The icon is visible only if the element has information items connected to it.

Information items

Displays links to all information items connected to the element. These links are opened into a new window.

Linked elements icon

Displays the linked elements icon, which is a link to  a view listing all linked elements connected to the element. The icon is visible only if the element has linked elements connected to it.

Linked elements

Displays links to all linked elements connected to the element.

Element type

Displays the element type as text.

Value settings

Displays the value settings used by the element.

Period level

Displays the period level used by the element.

Periodic accumulation

Displays the element's periodic accumulation settings for the selected series.*

Unit name

Displays the name of the measurement unit used in the element.

Measurement unit

Displays the measurement unit used by the element.

Input type

Displays how values are input for the element in the selected series.*

Formula

Displays the formula for the selected series.*

Range name

Displays the range the current value is in as text.

Status icon

Displays an icon representing the status of the current value.

Status name

Displays the status of the current value as text.

Actions

Displays headers and descriptions of actions connected to the element.

Action headers

Displays headers of actions connected to the element.

Add action

Button for adding an action to the element listed in the row.

Roles

Displays user roles defined for the element and users assigned to the roles.

Parent element

Displays and provides a link to the parent element in the hierarchy of the selected scorecard.

Warning icon

Displays a warning icon if the element type in question has warning icons enabled and if any of the child elements has a value, in the period, that belongs to a range that has warnings enabled. If either  condition is not met, the column remains empty.

Warning icon and period

Displays a warning icon if the element type in question has warning icons enabled and if any of the child elements has a value, in the period, that belongs to a range that has warnings enabled. If either condition is not met, the period is shown.

Graph layout template

Displays the name of the graph layout template currently in use for the element.

Create element

Displays a link to create an element under the selected element. A QPR Metrics client user license with sufficient user rights are needed for the link to be active.

Delete element

Displays a link to delete the element. A QPR Metrics client user license with sufficient user rights are needed for the link to be active.

Index number

Displays a number which represents the position of the element in the fully expanded hierarchy tree.

Scorecard description

Displays the description of the scorecard in which the measure is located. If the measure is a reference measure, the description is taken from the original scorecard of the measure.

*Fields can have field-specific series and period settings or they can use the series and period configured for the view with the "View default" option.

 

 

Fields available for the Analysis View under the Scorecards tab:

Field Name

Field Description

Element

Displays the element type icon and the element name, both working as links to the corresponding element view.

Type

Displays an icon indicating the element type.

Name

Displays the name of the element.

Description

Displays the description of the element.

Symbol

Displays the symbol of the element.

Id

Displays the ID of the element.

Last modified

Displays the date when the element was last modified.

Creator

Displays the user who has created the element.

Creation date

Displays the date when the element was created.

In charge

Displays the user in charge for the element. The user in this field is the one assigned to the primary (first) role defined for the element type.

Scorecard

Displays the scorecard in which the element is located.

Scorecard symbol

Displays the symbol (identifier) of the scorecard in the element is located.

Model

Displays the model in which the element is located.

Value

Displays the value of the element for the selected series and period.*

Period

Displays the name of the selected period.*

Value and period

Displays the value and period of the element for the selected series and period.*

Range value

Displays the range value of the element for the selected series and period.*

Range value and period

Displays the range value and period of the element for the selected series and period.*

Range color

Displays the range color of the element for the selected series and period.*

Range color and period

Displays the range color and period of the element for the selected series and period.*

Range icon

Displays the range icon of the element for the selected series and period.*

Range icon and period

Displays the range icon and period of the element for the selected series and period.*

Trend icon

Displays the trend icon of the element for the selected series and period.*

Trend icon and period

Displays the trend icon and period of the element for the selected series and period.*

Trend

Displays the trend of the element in a text format for the selected series and period.*

Trend and period

Displays the trend as a text and the corresponding period for the selected series and period.*

Information item icon

Displays the information item icon, which is a link to  a view listing all information items connected to the element. The icon is visible only if the element has information items connected to it.

Information items

Displays links to all information items connected to the element. These links are opened into a new window.

Linked elements icon

Displays the linked elements icon, which is a link to  a view listing all linked elements connected to the element. The icon is visible only if the element has linked elements connected to it.

Linked elements

Displays links to all linked elements connected to the element.

Element type

Displays the element type as text.

Value settings

Displays the value settings used by the element.

Period level

Displays the period level used by the element.

Periodic accumulation

Displays the element's periodic accumulation settings for the selected series.*

Unit name

Displays the name of the measurement unit used in the element.

Measurement unit

Displays the measurement unit used by the element.

Input type

Displays how values are input for the element in the selected series.*

Formula

Displays the formula for the selected series.*

Range name

Displays the range the current value is in as text.

Status icon

Displays an icon representing the status of the current value.

Status name

Displays the status of the current value as text.

Actions

Displays headers and descriptions of actions connected to the element.

Action headers

Displays headers of actions connected to the element.

Add action

Button for adding an action to the element listed in the row.

Roles

Displays user roles defined for the element and users assigned to the roles.

Parent element

Displays and provides a link to the parent element in the hierarchy of the selected scorecard.

Warning icon

Displays a warning icon if the element type in question has warning icons enabled and if any of the child elements has a value, in the period, that belongs to a range that has warnings enabled. If either condition is not met, the column remains empty.

Warning icon and period

Displays a warning icon if the element type in question has warning icons enabled and if any of the child elements has a value, in the period, that belongs to a range that has warnings enabled. If either  condition is not met, the period is shown.

Graph layout template

Displays the name of the graph layout template currently in use for the element.

Create element

Displays a link to create an element under the selected element. A QPR Metrics client user license with sufficient user rights are needed for the link to be active.

Delete element

Displays a link to delete the element. A QPR Metrics client user license with sufficient user rights are needed for the link to be active.

Index number

Displays a number which represents the position of the element in the fully expanded hierarchy tree.

Scorecard description

Displays the description of the scorecard in which the measure is located. If the measure is a reference measure, the description is taken from the original scorecard of the measure.

*Fields can have field-specific series and period settings or they can use the series and period configured for the view with the "View default" option.

 

 

Fields available for Actions Views under the Processes and Scorecards tabs as well as the Action Discussion View:

Field Name

Field Description

Hierarchy

Displays the actions attached to the selected scorecard or process level as a hierarchy.

Type

Displays an icon indicating the type of the action.

Name

Displays the name of the action.

Description

Displays the description of the action.

Id

Displays the ID of the action.

Modifier

Displays the person who made the latest modifications to the action.

Last modified

Displays the date when the action was last modified.

Creator

Displays the person who has created the action.

Creation date

Displays the date when the action was created.

Category

Displays the category of the action.

Owner

Displays the owner of the action.

Assigned to

Displays the user who the action has been assigned to.

Approved by

Displays the user who has approved the action.

Approved date

Displays the date when the action was approved.

Start date

Displays the date when the action was or will be started.

Deadline

Displays the deadline date for the action.

Status

Displays the status of the action.

Progress

Displays the completion percentage of the action.

Version

Displays the version number of the action.

Severity

Displays the severity rating of a risk action.

Identified by

Displays the user who has identified a risk action.

Identified

Displays the date when a risk was identified.

Probability

Displays the percentage how likely a risk is to occur.

Impact minimization

Displays information about minimizing the impact if the event(s) described in a risk occur.

Mitigation

Displays information about how to weaken the effect if the event(s) described in a risk occur.

Impact

Displays the monetary loss caused by the occurrence of a risk.

Rating

Displays the rating of a risk.

Notes

Displays notes and additional information about a risk.

Valid from

Displays the date from which a strategy item action is valid.

Valid to

Displays the date until which a strategy item action is valid.

Attachments

Displays attachments linked to the action.

Type name

Displays the type of the action as text.

Linked to

Displays the model elements and/or actions the action has been linked to.

Linked to model

Displays the QPR Metrics or QPR Modeling Client model the action has been linked to.

Linked to scorecard

Displays the scorecard which contains the parent element of the action.

Linked to scorecard symbol

Displays the symbol (identifier) of the scorecard which contains the parent element of the action.

Linked to subprocess

Displays the subprocess that contains the parent element of the action.

Date stamp

Displays the date stamp set for the action.

 

 

Fields available for Action Analysis View:

Field Name

Field Description

Header

Displays the header of the action.

Type

Displays an icon indicating the type of the action.

Name

Displays the name of the action.

Description

Displays the description of the action.

Id

Displays the ID of the action.

Modifier

Displays the person who made the latest modifications to the action.

Last modified

Displays the date when the action was last modified.

Creator

Displays the person who has created the action.

Creation date

Displays the date when the action was created.

Category

Displays the category of the action.

Owner

Displays the owner of the action.

Assigned to

Displays the user who the action has been assigned to.

Approved by

Displays the user who has approved the action.

Approved date

Displays the date when the action was approved.

Start date

Displays the date when the action was or will be started.

Deadline

Displays the deadline date for the action.

Status

Displays the status of the action.

Progress

Displays the completion percentage of the action.

Version

Displays the version of the action.

Severity

Displays the severity rating of a risk action.

Identified by

Displays the user who has identified a risk action.

Identified

Displays the date when a risk was identified.

Probability

Displays the percentage how likely a risk is to occur.

Impact minimization

Displays information about minimizing the impact if the event(s) described in a risk occur.

Mitigation

Displays information about how to weaken the effect if the event(s) described in a risk occur.

Impact

Displays the monetary loss caused by the occurrence of a risk.

Rating

Displays the rating of a risk.

Notes

Displays notes and additional information about a risk.

Valid from

Displays the date from which a strategy item action is valid.

Valid to

Displays the date until which a strategy item action is valid.

Attachments

Displays attachments linked to the action.

Child actions

Displays actions that are located under the current action in the hierarchy.

Type name

Displays the type of the action as text.

Linked to

Displays the model elements and/or actions the action has been linked to.

Linked to model

Displays the QPR Metrics or QPR Modeling Client model the action has been linked to.

Linked to scorecard

Displays the scorecard which contains the parent element of the action.

Linked to scorecard symbol

Displays the symbol (identifier) of the scorecard which contains the parent element of the action.

Linked to subprocess

Displays the subprocess that contains the parent element of the action.

Date stamp

Displays the date stamp set for the action.

 

 

Fields available for Word Reports View and/or Word Report Templates view:

Field Name

Field Description

Header

Displays the header of the report.

Name

Displays the name of the report.

Description

Displays the description of the report.

Id

Displays the ID of the report.

Template

Displays the Word report template used to generate the report.

Modifier

Displays the person who made the latest modifications to the report template.

Last modified

Displays the date when the report was last modified.

Creator

Displays the person who has created the report template.

Creation date

Displays the date when the report was created.

Recipients

Displays the list of selected users to whom the report is published.

Delete

Displays a link that can be used to delete the report.

Schedule

Displays how often the report is generated

Last published

Displays the date and time of the last generated report.

View report

Displays a link that can be used to view a generated report.