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  • We’ve refined the Initiatives Overview tab to make it absolutely clear where each initiative’s status update data is coming from. Some initiatives are manually updated. Other initiatives are automatically calculated. It’s now easy to tell the difference.

    For example, this is what the historical performance chart looks like when an initiative’s status has been updated manually. There’s an “Add Status Update” button in the upper right corner, and you can click a toggle to change from viewing the “graph” to seeing “status updates.”

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  • Initiatives Timeline Tab in 3.2

    One of the biggest new features in version 3.2 is the new Timeline tab in the Initiatives section. It shows you a fully interactive Gantt chart view of the current organization’s initiatives.

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  • You can now reference in measure equations how many days have passed since an initiative started. The syntax is the same as referencing other initiative fields: I(DE,XXX) where XXX is the initiative item ID.


  • Separate Tree and Time Aggregations in 3.2

    Rollup KPIs are aggregated in two different ways. The rollup equation is used when aggregating values up the organization tree. The aggregation type is used when aggregating smaller calendar periods into larger calendar periods, like turning monthly values into a yearly value.

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  • There is a new KPI update type called “rollup.” It automatically aggregates the KPI values from children organizations that are based on the same organization template.

    To set up these automated rollup KPIs, first create an organization that you want to use as your template. Any KPIs in the template that you want to be automatically calculated should have the update type of “rollup.” You also can change the rollup equation, which determines how the KPI values will be aggregated together as they’re rolled up the organization tree.

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