Settings > Key performance indicators (KPIs) > KPI creation allows you to manage KPIs. By default, the system has created some default formulas, but you can add your own or modify existing ones according to your needs.

Click Add KPI to add a new KPI and give it a descriptive name. You can start by typing the formula or selecting values from the dropdown menu.

Use project custom fields

If you have created your own custom fields for projects, you can use them in your KPI formulas.

To use custom fields in KPI calculation, select Add KPI and select Project KPI. Enter a descriptive name for the KPI. By clicking on the formula, you can see at the top values related to the project, such as billing or costs. At the bottom of the list, you will see the section Custom fields, where you can find the custom fields you have created.

You can, for example, add a custom field for square meters and then calculate how much billing is per square meter, Billing / m2 (custom field).



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