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Planview Customer Success Center

Stage 1. Create the custom fields

You must create the custom fields that are required for use in the rules.

Availability Actual

Name

Availability Actual

Field ID

availabilityActual

Help

 

Notes

 

Data type

Decimal

Display type

Single Select

Field options

See below

Field options for Availability Actual

Display value Integer value

90% (down 36.5d/year)

90

95% (down 18.25d/year)

95

97% (down 10.96d/year)

97

98% (down 7.30d/year)

98

99% (down 3.65d/year)

99

99.5% (down 1.83d/year)

99.5

99.95% (down 4.38h/year)

99.95

99.8% (down 17.52h/year)

99.8

99.9% (down 8.76h/year)

99.9

99.99% (down 52.56m/year)

99.99

99.999% (down 5.26m/year)

99.999

99.9999% (down 31.5s/year)

100

99.99999% (down 3.15s/year)

101

Not Applicable

0

Capability Criticality

Name

Capability Criticality

Field ID

capabilityCriticality

Help

How important is this capability to the success of your enterprise?

Notes

 

Data type

Integer

Display type

Single Select

Field options

Display Value - Integer Value

Highest - 1

High - 2

Medium - 3

Low - 4

Lowest - 5

Capability Maturity

Name

Capability Maturity

Field ID

capabilityMaturity

Help

How well or completely does your enterprise implement this Capability?

Notes

 

Data type

Integer

Display type

Single Select

Field options

Display Value - Integer Value

Highest - 1

High - 2

Medium - 3

Low - 4

Lowest - 5

Customer Satisfaction Rating

Name

Customer Satisfaction Rating

Field ID

customerSatisfactionRating

Help

 

Notes

 

Data type

Integer

Display type

Single Select

Field options

Display Value - Integer Value

Highest - 5

High - 4

Medium - 3

Low - 2

Lowest - 1

Recovery Time Actual

Name

Recovery Time Actual (RTA, hours)

Field ID

recoveryTimeActualRTAHours

Help

 

Notes

 

Data type

Integer

Display type

Number

Field options

Field attribute: Length – 10


Recovery Time Objective

Name

Recovery Time Objective (RTO, hours)

Field ID

recoveryTimeObjectiveRTOHours

Help

 

Notes

 

Data type

Integer

Display type

Number

Field options

Field attribute: Length – 10

Share of Net Sales (Revenue)

Name

Share of Net Sales (Revenue)

Field ID

shareOfNetSales

Help

 

Notes

 

Data type

Integer

Display type

Single Select

Field options

Display Value - Integer Value

Highest – 5

High – 4

Medium – 3

Low – 2

Lowest – 1

Strategic Importance

Name

Strategic Importance

Field ID

strategicImportance

Help

 

Notes

 

Data type

Integer

Display

type

Single Select

Field options

Display Value - Integer Value

Highest – 5

High – 4

Medium – 3

Low – 2

Lowest – 1