Steps in the screen shots correspond to the numbers in the headings.
The Goal Management Tool Spreadsheet is available for you to customize and display site-specific goal lines on your Power BI Metric Charts. Goals are set by the Customer and the ABM working together with the Site Manager, and then entered into the Goal Management Tool by the Site Management Personnel.
There is no need to add a site specific goal to EVERY goal in BI -- Realistically you may only add a handful that are the most important to your customer. Some are based on percentages (like Availability or PM Compliance) and others are based on numbers (like cost savings, etc) The non-ratio based measures failure count and backlog hours are by default a monthly goal. If any other period goal is needed that will need to be a different goal recipe.
You must be VPN'd In before opening this spreadsheet!
1. To Access the Spreadsheet:
1.1. Go to your Office 365 Waffle.
If you are not already in a program, you can type the URL: cloudmail.advancedtech.com.
Sign in with your ATS credentials.
1.2. Click on "All Apps".
1.3. Scroll down until you find "People" and click on it.
1.4. Type "Goal" into the search field.
1.5. Highlight the Goal Management Tool Group.
This is a public group so everyone will have access to find the group, you just have to request to join.
1.6. Hover over the GM icon and the option to Join Group will appear. Click on that.
1.7. Now that you have joined the group, you will see the options available to you. Choose the Paper Icon to get to the files.
1.7.1. You will see the GoalManagementTool.xlsm spreadsheet.
1.8. Depending on the browser, you may need to click "See all files". If you have the file showing in your recent files, you can download from the arrow next to the spreadsheet name.
1.9. You can also click on the three vertical lines to see your options.
1.10. Select Download option. Do NOT open in Excel or Excel online.
You must DOWNLOAD the spreadsheet and save it to your computer, and work from that version of the spreadsheet going forward.
From that point on, you will not go back to the Goal Management Tool Group. You will use the copy that is saved to your computer.
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