Working With PMF Views

Views in PMF are based on analysis of the metrics contained in PMF. They can also directly focus on any operational data used in PMF and/or related to PMF metrics.

Reference: Viewing a PMF Application

The PMF application uses icons in the panel of red/yellow/green stop lights, as well as gauges and charts, to show performance visually.

The following table lists and describes PMF default images and icons. These will vary depending on how you have configured the PMF indicator sets. For more information, see Look Settings.

Icon	Name	Description
	Red stop light	Measurement is below the desired threshold.
	Yellow stop light	Measurement is in a satisfactory range.
	Green stop light	Measurement is in a positive range.
	No previous data	No measure is present to draw an indicator.
	Up arrow	Measurement is closer to the target since the last update.
	Down arrow	Measurement is further from the target since the last update.
	Flat arrow	There is no trending change.
	Red metric icon	Metrics below are lower than the desired threshold.
	Project icon	Projects are aligned with the metric.
	Feedback icon	Feedback has been recorded for the metric.
	Task icon	Tasks are aligned to that metric.

An administrator can change the default indicator set (the stop lights) using the PMF Settings capability on the Manage tab. For more information, see Performance Management Framework Administrator.

Universal Drill-Down Menus

In this section:

Navigating the Drill System

The PMF Universal Drill system lets you drill the same way from charts, grids, and the Strategy Map, and combines all drills seamlessly.

You can right-click any data visualizer in a chart, and get a menu appropriate for that kind of data. The following image shows an example of metrics data.

If you click cells in a WebFOCUS Grid Gadget, the appropriate menu will also be displayed, as shown in the following image.

If you right-click an object in the Strategy Map, the Universal Drill will open and display the proper items for these objects, as shown in the following image.

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Navigating the Drill System

The following are tips on how to navigate the drill system:

The top item on the menu, your default Content for that object, always runs automatically when the menu displays.
You can click other items on the menu to run them. The Drill window displays the Content and resizes itself to fit the Content you are displaying.
You can click the Back button in the Drill menu, or your browser, to step yourself backwards along the path you took.
When drilling into data in a grid or chart, dimensional breadcrumbs display your drill path, making it easier for you to navigate backward through the drill hierarchy. The following image shows an example of a drill path.
If the Content is larger than the available screen size, the browser scroll bars will engage, and let you scroll to see more of the Content. The Drill menu stays open while you do this.
To close the Drill menu system, click anywhere outside the menu. The menu closes automatically.

If you click a drill inside the Universal Drill window, the menus in the drill will follow your drill path, as shown in the following image.

For example, if you click 2010/04, the drill menus shown in the following image will display Dimensional choices, which are what the Measure Detail grid expect.

If you continue to click new drills, new menus as are appropriate, in turn, replace the menus that were there.

For information on how to control the content visible from a drill, see Control Drill Menus for Measures.

Drill-Down Options

Reference:

The drill-down options available for each hyperlinked item listed under a specific column heading are standardized. For example, all hyperlinked items in the Objective columns of PMF provide the same set of drill-down menu options. The same is true for the other columns. The following topics show the available drill-down options by column heading.

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Reference: Perspective Drill-Down Options

The following drill-down options are available from the hyperlink menus in the Perspective column throughout the views in PMF.

Show Objectives (Curr vs. Prev). For details, see Show Objectives (Curr vs. Prev).
Causes & Effects. For details, see Causes & Effects.
Graph: Performance Trend. For details, see Performance Trend.
Related Properties. For details, see Related Properties.
Perspective Properties. For details, see Perspective Properties.

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Reference: Objective Drill-Down Options

The following drill-down options are available from the hyperlink menus in the Objective column throughout the views in PMF. In some views, these drill-down options are also available in the Caused By and Affects columns.

Show Measures (Curr vs. Prev). For details, see Show Measures.
Causes & Effects. For details, see Causes & Effects.
Graph: Performance Trend. For details, see Performance Trend.
Aligned Projects. For details, see Aligned Projects.
Aligned Processes. For details, see Scorecard Aligned Processes by Objective.
Operational Report. For details, see Operational Report.
Related Properties. For details, see Related Properties.
Objective Properties. For details, see Objective Properties.

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Reference: Default Measure Drill-Down Options

The following drill-down options are available from the hyperlink menus in the Measure and Measure Series columns throughout the views in PMF.

Note: These are the default settings for drill-down options. These menus are configurable. For more information, see Control Drill Menus for Measures.

Operational Report. For details, see Operational Report.
Measure Breakout. For details, see Measure Breakout.
Graph: Performance Trend. For details, see Performance Trend.
Graph: Actual vs. Target Relationship. For details, see Actual vs. Target Relationship.
Graph: % Reached Histogram. For details, see Percent Reached Histogram.
Graph: Performance Trend (Predictive). For details, see Performance Trend (Predictive).
Graph: % Reached Histogram (Predictive). For details, see Histogram (Predictive).
Input Measure Values. This option opens the Data Entry panel and is available for user-entered measures only. For more information, see Inputting User-Entered Measures.
Related Properties. For details, see Related Properties.
Measures Properties. For details, see Measure Properties.

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Reference: Project Drill-Down Options

The following drill-down options are available from the hyperlink menus in the Project columns throughout the views in PMF.

Project Impact. For details, see Project Impact.
Project Properties. For details, see Project Properties.
Operational Report. For details, see Operational Report.
Project Detail. For details, see Project Detail.
Related Properties. For details, see Related Properties.

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Reference: Process Drill-Down Options

The following drill-down options are available from the hyperlink menus in the Process columns throughout the views in PMF.

Operational Report. For details, see Operational Report.
Related Properties. For details, see Related Properties.
Process Properties. For details, see Process Properties.