Set a Threshold for a Portfolio or Strategy Measure

Set thresholds for measures to see the status of measures using visual indicators.

To set a threshold for a portfolio or strategy measure:

1. In the object selector, select  Workspace, select View Workspaces List, and then select a workspace name.
2. From the  Main Menu, select  Summary & Settings.
3. On the Summary & Settings page, select Dictionaries, and then select Measures.
4. In the table, select the measure.
5. Select the Thresholds detail window.
6. Select  Add.
7. In the Operator field, select a parameter to use in the threshold calculation.
8. In the Value field, enter a threshold value to use in the calculation.
9. In the High Value field, enter the top of the range when the operator is set to Within Range or Not Within Range.
10. In the Indicator Color field, select a color to visually represent status when the threshold is met.
11. In the Indicator Icon field, select an icon to visually represent status when the threshold is met.
12. In the Goal list, select whether a high or low value indicates a positive change in the measure.

    For example, High Values would be selected when measuring Net Savings to represent that an increase in value is a positive change.

13. In the Threshold Computation Method, select how thresholds are calculated using Actual and Target values.
    • Actual Value: The current value. This is the value as calculated by the expression for Actual on the Data Source tab.
    • Percent of Target: The percentage of the actual value compared to the target value.
14. Add as many thresholds as necessary for the measure.
15. Select Save.

This setting is used in the following apps: