Administration / Settings

Articles and How-To Guides relating to the Administration section in PIPware

Units of Measure
Units of measure (UoM) is the measurement used and linked to a KPI. Click the Add button to create a unit of measure. A window will open which will allo...
Tue, 10 Dec, 2019 at 9:01 AM
Sequences
A sequence is a default numbering system for both ideas and KPIs, dictated by department choice. Click the Add button for a new sequence numbering. Sel...
Tue, 2 Nov, 2021 at 11:40 AM
Sequence Assignment
This is used by the system as a default sequence when there are no specific sequences assigned on the department level i.e. when a KPI or Idea is creat...
Tue, 2 Nov, 2021 at 11:44 AM
Investment Categories
Click the “Add” button to add a new Investment Category.
Tue, 10 Dec, 2019 at 9:20 AM
Calendars
Calendars are important for KPIs, Ideas, and RARs. If no calendar is setup and assigned where required, the system will not function correctly. The cale...
Tue, 10 Dec, 2019 at 9:03 AM
Periods
The list of periods specified here is used by the system to extract a certain portion of the Idea benefit that falls within the specified period start and e...
Tue, 10 Dec, 2019 at 9:03 AM
RAR Overview Types
Overview types determines the key points discussed in a RAR on the Overview page.  Click “Add” at the top of the page to add a new Overview category i...
Tue, 10 Dec, 2019 at 9:03 AM
Email Notifications
These are the notifications used in the system and can be disabled.  Emails can be sent for new users, forgotten passwords, scheduled exports, RAR email...
Tue, 10 Dec, 2019 at 9:03 AM
Power BI Reports
This functionality allows you to add custom Power BI reports. This is located on Administration > Power BI Report. This uses the PowerBI credential...
Mon, 21 Sep, 2020 at 12:46 PM
Public Dashboards
This functionality allows you to create and design public dashboards that will be available to every user on the system. Clicking or adding a dashboar...
Tue, 10 Dec, 2019 at 9:05 AM