In the Monthly View Setting tab of Plan Setup > KPI Metadata, you can configure the KPIs that users can view in the Monthly Plan View in Plan.
In the Weekly/Monthly Formula field, you can configure how Dayforce calculates weekly and monthly totals for KPIs in the Monthly Plan View. The system uses the formula that you add in this field to calculate both weekly and monthly totals, and you can’t configure individuals formulas for weeks and months. If you don’t add a formula in this field, or if you add a formula incorrectly, the weekly and monthly totals are a sum of the daily totals.
To configure KPIs for the Monthly Plan View:
- Go to Plan Setup > KPI Metadata and click the Monthly View Setting tab.
- Select a KPI metadata set and then click Add.
- In the Calendar drop-down list, select which calendar is used to show weeks:
- Gregorian: The common calendar (January to December).
- Fiscal: The fiscal calendar defined in Plan Setup > Fiscal Calendar.
- In the KPI drop-down list, select a KPI.
- (Optional) In the Weekly/Monthly Formula field, enter the formula Dayforce uses to calculate weekly and monthly totals in the Monthly Plan View. You can also click the edit icon and build a formula using the expression builder. See KPI Metadata Formula Library.
- In the Forma 1 and Forma 2 drop-down lists, select which forma columns to show for the KPI in the Monthly Plan View. Optionally, you can also select options in the other forma drop-down lists.
- Note: You must select different formas in these drop-down lists.
- (Optional) In the Display Order field, enter a number to specify the order in which the KPI is shown in the Monthly Plan View.
- Click Save.