The CES Plans form pulls together the elements related to your CES plan, including the data that defines the plan, such as the plan type, associated view, owner, and how often the CES is calculated. In addition, this form presents related data, such as the KPIs used and their results, and CES scores and points.

Attachments

Attach any documents relevant to this CES plan on the Attachments tab.

CES Points

Lists the CES Point ID records that are linked to this CES plan.

CES Scores

Lists the CES Scores records that are linked to this CES plan.

KPI Metrics

Lists the KPIs associated with this CES plan.

KPI Results

Lists the results for the KPIs defined for this CES plan.

KPI Run Mappings

Lists the run data for the KPIs associated with this CES plan. The run data includes the run date and whether the CES plan was executed.

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Calc. Frequency

Select how frequently this CES plan is calculated. The valid values are:

• Annually
• Quarterly
• Monthly

Description

Enter a description of this CES plan.

End Date

Select a date for this CES plan to end collecting data. This is an informative field and does not hold the CES plan from being applicable to other time periods.

Name

Enter the name of this CES plan.

Organization

Select the organization on which this CES plan is applied. The field links to the record for the selected organization.

Owner

Select the owner of this CES plan. The field links to the record for the selected owner.

Start Date

Select a date for this CES plan to start collecting data. This is an informative field and does not hold the CES plan from being applicable to other time periods.

Status

Select the status of this CES plan. This is an informative field and does not have any effect on this CES plan. The valid values are:

• Active
• Inactive
• Planning

Type

Select the entity type for which this CES plan is applicable. The value values are Persons and Companies.

View

Select the view on which the CES plan is applicable. The field links to the record for the selected view.