Defining Trend Milestones

You can set milestones to follow the evolution of key product indicators (KPIs) at specific dates of the project. Milestones are set in the Product Performance Assessment app and can be official or non-official.

This task shows you how to:

Before you begin:
  • Product properties need to be indexed in the Exalead CloudView. For more information, see Terms of Use.
  • The Server Status Checker displays the statuses of the Dispatcher, SCALA and Index. The status of all three needs to be OK.
See Also
Defining Business Targets
Scheduling Weight and Balance Assessment

Set an Official Milestone

You can take snapshots of KPI trends at key dates of a project and add them to the project timeline. Official milestones are created using the Business Insight Planner widget. They are set at the same date and time as the project milestones.

Before you begin:
  • Create a project with milestones in 3DSpace.
  • Create a model version and associate it to the project's Governed Items in the Project Management app.
  1. From the Administration section of the action bar, click Business Insight Planner .
  2. Click New Schedule and specify the following information:
    1. In Define Name, enter the name of the milestone.
    2. In Choose Cockpit, select Weight and Balance.
    3. In Select Context and Filters, select a product in the 3D area.

      Note: You can also modify the context and add filters by clicking . For more information, see Using a Zoning Filter.

    4. In Schedule, select one of the project milestones.

      The Start Time is updated automatically to correspond to the milestone's end date set in the project.

  3. Click Schedule.

A new milestone is created in the Timeline , accessible in Weight and Balance . For more information, see Display the Timeline Chart.

Note: Official milestones are represented by red lines.

Set a Non-Official Milestone

You can take snapshots of KPI trends at key dates of a project and add them to the project timeline. Non-official milestones do not have to be set at the same date and time as the project milestones.

  1. From the Business Insight section of the action bar, click Weight and Balance .
  2. In the tree, select either:
    • A root product to display the KPIs of every subproduct within the root.
    • A subproduct to display the KPIs for this specific entity.
  3. Select one of the key indicators.
  4. In the menu of the product tab, click Publish a non-official Milestone.
  5. Enter the name of the milestone and click Declare.

    Note: You can also specify the name of the project and a description.

  6. Click Timeline to display the non-official milestone in the project timeline. For more information, see Display the Timeline Chart.

    Note: Non-official milestones are represented by doted blue lines.

    You can also set a non-official milestone by creating a New Schedule in Business Insight Planner . To do so, in Schedule, select Publish a non-official Milestone as the Milestone.