PMF Overview

PMF is a WebFOCUS application that allows your enterprise to track and store metrics, and aggregate these metrics into scorecards to clearly evaluate your enterprise goals. It also provides tools to help you keep the metrics updated with current data. PMF metrics are multi-dimensional, to let you track your progress and see how your work integrates with overall enterprise strategy. PMF is a standard WebFOCUS application that runs on a WebFOCUS Reporting Server. It takes advantage of many of the capabilities of WebFOCUS.

PMF has a full suite of views that allow analysis of your organization metrics, with or without a strategic component. PMF metrics are multi-dimensional, giving you many ways to "slice and dice" your metrics. PMF also has structured ad hoc tools and full ad hoc capability to let you design information presentation in millions of ways. PMF data is easy to integrate with all financial, process, and operational data in your enterprise.

Procedure: How to Log On to PMF

Note: This procedure describes how to access the default PMF logon window. Depending on your configuration, your logon window or other means of accessing PMF may be different.

Navigate to the following URL to launch PMF
```
http://server_name/
```
where:
server_name
Is the name provided by your administrator.
The Performance Management Framework Log in window opens.
Type your user ID and password and click Logon.
The active tab when you first log on is the Today tab. For details about the Today tab, see Today Tab. Another tab that is available is the Analytics tab. See Working With the Analytics Tab.

Changing Dashboard Gadgets and Preferences

How to:

PMF displays gadgets and stores dashboards for each user. You can use either the unlock button or the preferences button near the top-right corner of the Today tab to change the type of view displayed on your dashboard. You can also set up or modify personal information that applies to your PMF session.

For consumers and analysts, a separate preferences button exists for each of the gadgets displayed on a dashboard. These gadgets display performance trend data that you can monitor daily. Each gadget has a preferences button that enables you to change the values being used to display the data for that gadget. Each gadget has the following three icons you can select:

Previous page icon. Goes back to the previous page.
Preferences icon. Opens the change preferences form.
Refresh icon. Refreshes to saved preferences.

Note: These three icons are removed from view when you click anywhere outside the action block.

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Procedure: How to Change the Display of Your Dashboard

From your Today tab, click the unlock dashboard icon located near the top-right corner of the page.
The Today Page drop-down list appears to the left of the cluster of icons, as shown in the following image.

The unlock dashboard icon is replaced by the following three icons:
- Save preferences icon.
- Edit Today page icon
- Lock dashboard icon.
Note: Clicking the Save preferences or Lock dashboard icons replaces them with the unlock dashboard icon and hides the Today Page drop-down list.

The Edit Today page icon is only available if you have Administrator rights.
Select a different dashboard view from the Today Page drop-down list.
The previous view of your dashboard is replaced with the selected view.
Do one of the following:
- To save the selected dashboard view, click the save preferences icon.
- To edit the dashboard, click the edit Today page icon.
- To keep the view, but not save it, click the lock dashboard icon.
- To restore the previous view, click the refresh contents icon.

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Procedure: How to Change Your Dashboard Preferences

From your Today tab, click the preferences icon, which is the check mark located near the top-right corner of the page.
The following image shows the Change Preferences form that opens, with sample values in the fields.

Review and modify the fields in the form as described in the following table.

Field

Description

Owner Id

ID of the person currently logged on. You cannot change the value in this field.

First Name

First name of the person associated with the Owner Id.

Last Name

Last name of the person associated with the Owner Id.

Your Email

E-mail address of the person associated with the Owner Id, used when Alerts are fired.

Today Page

Type of dashboard view displayed from the Today tab by default. You can change the view by selecting a different one from a catalog of personalized dashboards using the Today Page drop-down list. You can click the Preview button to see what this view looks like.

Convert Units

If an administrator has created multiple conversion profiles, you can select a different profile (than the one assigned to you) using the Convert Units drop-down list to convert and refresh the metrics displayed in your views. Click the Change button to apply a selected conversion profile.

Note: An administrator can also disable conversions.

Field	Description
Owner Id	ID of the person currently logged on. You cannot change the value in this field.
First Name	First name of the person associated with the Owner Id.
Last Name	Last name of the person associated with the Owner Id.
Your Email	E-mail address of the person associated with the Owner Id, used when Alerts are fired.
Today Page	Type of dashboard view displayed from the Today tab by default. You can change the view by selecting a different one from a catalog of personalized dashboards using the Today Page drop-down list. You can click the Preview button to see what this view looks like.
Convert Units	If an administrator has created multiple conversion profiles, you can select a different profile (than the one assigned to you) using the Convert Units drop-down list to convert and refresh the metrics displayed in your views. Click the Change button to apply a selected conversion profile. Note: An administrator can also disable conversions.

After you make your changes, click Save.

Before you save your changes, you can click Revert to restore the previous settings.

Click the Refresh Contents

icon to make your changes effective.

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Procedure: How to Change Your Gadget Preferences

Select any of the gadgets displayed on your dashboard, then click the preferences icon in the top-right corner of the gadget.
The following image shows the Gadget Preferences form that opens, with the current selection values displayed in the drop-down lists.
To change values, use the drop-down list next to the preferences setting you want to change.
Depending on how the selected gadget was designed, you can change preferences using any of the available drop-down lists, which can include Groupings, Levels, and one or more Filters.

You can select multiple measure values for some of the Filters by clicking the browse (...) button to the right of the Filters drop-down list to open the multi-select dialog box.

Use the Add button to move the desired measures from the Available panel to the Selected panel, use the Remove button to remove any undesired measures from the Selected panel, then click the Accept button to save your selections.
As you make changes, you can click Preview to redisplay the graph gadget.
Before you save your changes, you can click Revert to restore the previous settings or Close to exit the preferences form.
Click Save to retain your changes.
After saving your changes, the next time you refresh the page, or log out and log back in to PMF, the gadget you modified will display your changed preferences.

You can click the Refresh Contents icon in the top-right corner of the graph gadget to view your changes now.