How to configure Categories

⏪ User Guide >> Configuration >> 7.3 How to configure Categories
◀️ 7.3 How to manage Assessed projects

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The user can define the categories for the assessment of the strategic indicators and factors. If you see only needles when you open the dashboard means that the categories are not defined yet.

1. Click in the "New SI" button (top-right, just below the view mode menu)
2. As you don't have categories yet, a form to create the categories will be shown. You can choose as many categories as you need and you need to select the color for each one (the form includes three by default). For the factors, the width of the categories is defined introducing the thresholds. For the strategic indicators, the areas for each category will be automatically calculated to have areas with the same width.
3. Click "Save" button.
4. If you want to define the categories again, you need to click on "Reset categories" button in the New SI Form.

In the categories form, you have the following options:

• plus sign: this button allows the user to create a new category (strategic indicator or factor)
• cross sign: this button allows the user to delete the corresponding category
• up/down arrows: these buttons allow the user to move categories. The list of categories should be ordered descendant, i.e. first category corresponds to the best value
• coloured button: this button allows the user to select the color that will be used in the graphical representation, e.g. the gauge charts in the graphical view for the current strategic indicator assessment