Specify a value or a range of values to help you visualize progress toward a goal.

Target settings

You can set up targets for any type of summary.
A: Target Type
Decide whether the goal for the selected variable is to achieve a high value or a low value. For example, higher is better when you summarize savings or number of projects, but lower is better when you summarize project costs, number of defects, or project duration. To add a single target value, choose a Green/Red option. To add a range of values, or a target threshold, choose a Green/Yellow/Red option.
B: Target value options
Choose whether the target values should be different or the same for each time period. If the summary has a grouping variable, then choose whether the target values should be different or the same for each group. The options you choose control how you enter target values in the Targets table.
C: Scale
Choose a scale for entering target values. The table does not recalculate existing entries if you change the scale; it is only a data-entry shortcut.
D: Targets table
Enter the target values for the time periods and/or grouping variables in the summary. Consider the following caveats:
  • When you create a trend summary that is cumulative, enter the non-cumulative target values for each time period. Companion automatically accumulates the target values over time.
  • When you create a time-based summary that includes a future time period, you can enter targets through the end of the current year, plus one additional year.

Rules for calculating overall and total targets

Companion automatically calculates target totals only when you customize the summary to show table totals and you use the following functions:
Function Rule
Number of Projects/Events, Sum, Count, and Skipped Count The total target is the sum of the individual targets or thresholds.
Mean and Median When the same target value is used for every row, the overall target equals the row target.
Companion does not calculate overall and total targets in the following cases:
  • When a summary includes multiple variables that use different functions, for example, the sum of hard savings and the mean cycle time.
  • When a row or a column is missing a target value.
  • When any other function is selected.

Examples of summaries that have targets

This snapshot summary has only one variable. The target is a single value where higher is better.
This trend summary has one variable and no grouping variable. The target is a range of values that is the same for each time period.
This snapshot summary has one variable and one grouping variable. The target is different for each grouping variable.
This snapshot summary, with both row and column variables, has a target specified that applies to every cell in the table.
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