Managing OKR Settings for Connected Products

Adding OKR Levels

You can add an OKR level that applies either to all connected product AgilePlace and Planview Portfolios environments or to all connected sandbox AgilePlace and Planview Portfolios environments.

To add an OKR level:

1. Click the Settings menu.
2. On the Settings screen, click the Services tab.
3. Click Settings > Levels in the OKRs Production box or the OKRs Sandbox box.

   The Settings for OKRs screen appears and lists any OKR levels currently configured for the connected production or sandbox AgilePlace and Planview Portfolios environments.

4. Click Add Level.
5. Click the new Level Name box and enter a name for the OKR level.
6. To set the color for a level, click > Set Color next to the level and select one of the color options.
7. To set the new level as the default OKR level, click  > Set as Default next to the level. The default OKR level always appears on the screen and is the default level when creating new objectives in the connected product.
8. Click Save.

Modifying OKR Levels

When you edit the settings for an OKR level in the OKRs Production box, changes to that OKR level will apply to all connected production AgilePlace and Planview Portfolios environments. Likewise, editing the settings for an OKR level in the OKRs Sandbox box will apply to that OKR level in all connected sandbox AgilePlace and Planview Portfolios environments.

To change the settings for an OKR level:

1. Click the Settings menu.
2. On the Settings screen, click the Services tab.
3. Click Settings > Levels in the OKRs Production box or the OKRs Sandbox box.

   The Settings for OKRs screen appears and lists any OKR levels currently configured for the connected production or sandbox AgilePlace and Planview Portfolios environments.

4. Manage the OKR levels as follows:
   • To change the name of an OKR level, click the name and enter the new name.
   • To set the color for a level, click > Set Color next to the level and select one of the color options.
   • To change the default OKR level, click  > Set as Default next to the level you want to be the new default OKR level. The default OKR level always appears on the screen and is the default level when creating new objectives in the connected product.
   • To delete an OKR level, click  > Remove next to the level.

                

     NOTES

     • To delete the default OKR level, you must first set another level as the default.
     • You cannot delete OKR levels that have OKRs assigned to them. All OKRs at that level must be moved to another level or deleted before you can delete the OKR level.

                

5. Click Save.

Adding an OKR Custom Attribute

You can create an OKR custom attribute that will be available in either all connected production AgilePlace and Planview Portfolios environments or all connected sandbox AgilePlace and Planview Portfolios environments. You define the attribute type (such as a text box or multiselect list), the possible values if the attribute is a list, tooltip text, whether the attribute is required or optional, and whether the attribute is enabled. 

To add a custom attribute for OKRs:

1. Click the Settings menu.
2. On the Settings screen, click the Services tab.
3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box.

   The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios environments.

4. Click Add Custom Field and select one of the following field types:
   • Text
   • Date
   • Numbers
   • Dropdown: Select this option if you want users to select one value from a list you define.
   • Multi select: Select this option if you want users to select one or more values from a list you define.
5. (Optional) In the Enable for section, click Objectives and/or Key results to enable the custom attribute for objectives, key results, or both. When you enable an option, you can also click Required field next to the option if you want the custom attribute to require a user to set a value for the attribute.

              

   NOTE

   You do not have to enable the attribute for either objectives or key results when you create it.

              

6. In the Field Label box, enter the name of the custom attribute that you want users to see on an OKR screen.
7. (Optional) In the Tooltip box, enter a description or help text for the attribute. Users will see the tooltip when they hover over the  icon next to the custom attribute on an OKR screen.
8. If you selected Dropdown on Multi select, take the following actions for each value you want to appear in the list for the attribute:
   1. Click Add new value.
   2. Enter a value you want for the attribute.
   3. Press Tab or Enter to save the value.

                 

      TIPS

      • Click to delete a value.
      • Click and drag a value to rearrange the order of the values in the list.

                 

9. Click Done.

Modifying an OKR Custom Attribute

When you edit the settings for a custom attribute in the OKRs Production box, changes to that attribute will apply to all connected production AgilePlace and Planview Portfolios environments. Likewise, editing the settings for a custom attribute in the OKRs Sandbox box will apply to that attribute in all connected sandbox AgilePlace and Planview Portfolios environments.

To modify a custom attribute for OKRs:

1. Click the Settings menu.
2. On the Settings screen, click the Services tab.
3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box to find the custom attribute you want.

   The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios environments.

4. Click > Edit for the custom attribute you want to modify.
5. Modify the settings as needed. See Adding an OKR Custom Attribute for descriptions of the settings.

              

   NOTE

   You cannot change the field type.

              

6. Click Done.

Archiving an OKR Custom Attribute

You can archive an OKR custom attribute if it is no longer needed or relevant. You can also archive a custom attribute if your environment has the maximum number of attributes (10 custom attributes plus two default attributes) and you want to add a new custom attribute.

To archive an OKR custom attribute for connected production or sandbox AgilePlace and Planview Portfolios environments:

1. Click the Settings menu.
2. On the Settings screen, click the Services tab.
3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box to find the custom attribute you want.

   The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios environments.

4. Click > Archive for the custom attribute you want to archive.
5. Click Archive to confirm.

Viewing an Archived OKR Custom Attribute

You can view the details of an archived OKR custom attribute if you need to determine whether the attribute needs to be unarchived (re-enabled) or deleted.

To see the details of an archived OKR custom attribute for connected production or sandbox AgilePlace and Planview Portfolios environments:

1. Click the Settings menu.
2. On the Settings screen, click the Services tab.
3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box to find the archived OKR custom attribute you want.

   The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios.

4. In the Archived section of the screen, click > View for the archived custom attribute for which you want to view.

              

   NOTE

   You cannot change any settings for an archived custom attribute.

              

5. Click Cancel or  to return to the Custom Attributes screen.

Restoring an Archived OKR Custom Attribute

You can move an archived OKR custom attribute out of the archive if your environment does not already have the maximum number of custom attributes (10 custom attributes plus two default attributes).

To restore an archived OKR custom attribute for connected production or sandbox AgilePlace and Planview Portfolios environments:

1. Click the Settings menu.
2. On the Settings screen, click the Services tab.
3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box to find the archived OKR custom attribute you want.

   The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios environments.

4. In the Archived section of the screen, click > Unarchive for the archived custom attribute you want to re-enable.

Deleting an OKR Custom Attribute

You can delete OKR custom attributes that have already been archived.

To delete an OKR custom attribute for connected production or sandbox AgilePlace and Planview Portfolios environments:

1. Click the Settings menu.
2. On the Settings screen, click the Services tab.
3. Click Settings > Custom attributes in the OKRs Production box or the OKRs Sandbox box to find the archived OKR custom attribute you want.

   The Custom Attributes screen appears and lists all configured and archived custom attributes for the connected production or sandbox AgilePlace and Planview Portfolios environments.

4. In the Archived section of the screen, click > Delete for the custom attribute you want to delete.
5. Click Delete to confirm.

Setting the Method Used to Calculate the Progress of Objectives

To calculate an objective's progress percentage, administrators can select one of the following methods:

• Include direct key results from objectives only: Each objective's progress is calculated by averaging the progress percentage of all of that objective's direct key results only, as follows:

  objective progress = average ( direct key result 1 progress + direct key result 2 progress + direct key result 3 progress... )

  Progress from child objectives is not considered. For example, if a parent objective has two key results with progress percentages of 100 and 33 and three child objectives with progress percentages of 50, 100, and 27, only the average of the two direct key results is used and rounded to the nearest whole number:

  ((100 + 33) / 2) = 66

• Roll up key results from child objectives: Each objective's progress is calculated by averaging the progress percentage of all of that objective's direct key results, adding the progress percentage of each of that objective's child objectives, and then averaging that result. Therefore, the calculation is as follows:

  objective progress = average (
                              average ( direct key result 1 progress +
                                        direct key result 2 progress +
                                        direct key result 3 progress... 
                                       ) +
                              child objective 1 progress +
                              child objective 2 progress +
                              child objective 3 progress...
                             )

  Each child objective's progress is itself an average of the progress of that child objective's direct key results.

  For example, if a parent objective has two key results with progress percentages of 100 and 33 and three child objectives with progress percentages of 50, 100, and 27, the parent objective's progress would be calculated as follows and rounded to the nearest whole number:

  (((( 100 + 33 ) / 2 ) + 50 + 100 + 27 ) / 4 ) = 61

To set the method used to calculate objective progress:

1. Click the Settings menu.
2. On the Settings screen, click the Services tab.
3. Click Settings > Progress settings in the OKRs Production box or the OKRs Sandbox box.
4. In the Objective Calculation section of the screen, click either the Include direct key results from objectives only option or the Roll up key results from child objectives option.

Configuring Colors for OKR Progress Bars

The Use color thresholds option enables OKR progress bars to automatically change color to red, amber, or green based on their current progress percentages. You can set percentage ranges for red, amber, and green colors that are appropriate for your organization. For example, you can set red with a percentage range of less than 25%, amber with 25% to less than 65%, and green with 65% and above; after that, a progress bar at 42% would be colored amber, while a progress bar that moves from 24% to 25% would change from red to amber.

If Use color thresholds is not enabled, progress bars use the same gray color regardless of the percentage.

To set color ranges for OKR progress bars:

1. Click the Settings menu.
2. On the Settings screen, click the Services tab.
3. Click Settings > Progress settings in the OKRs Production box or the OKRs Sandbox box.
4. In the Color Thresholds section of the screen, click the Use color thresholds switch if it is not already enabled.
5. In the box below the switch, click the % box in the Red row. Then enter a percentage that is the upper limit of the range you want for a progress bar to appear red. This sets progress bars to appear as red until they reach this value, at which time they will change to amber.

              

   NOTE

   When you deselect or navigate away from this box, the lower limit of the range for amber is automatically set to this value.

              

6. Click the % box in the Amber row. Then enter a percentage that is the upper limit of the range you want for a progress bar to appear amber. This sets progress bars to appear as amber from the lower limit for this range up until they reach this value, at which time they will change to green.

              

   NOTE

   When you deselect or navigate away from this box, the lower limit of the range for green is automatically set to this value. Progress bars will appear as green from this value and higher.