Kiplot

Help Center: Jira Integration

What is Jira? Jira is a popular project management tool developed by Atlassian, widely used for issue tracking, project management, and agile software development. It provides a flexible platform that helps teams plan, track, and manage their work. As Jira is an extremely flexible system we’ve deliberately designed Kiplot to minimise the Jira configuration required […]

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Help Center: Value Forecasts

What are Value Forecasts? Initiatives and Outcomes are connected to strategy through value forecasts. Initiatives and Outcomes are connected to strategy through value forecasts. The value forecast is the measurable benefit the initiative/outcome is expected to deliver. As such, value forecasts are expressed in Measures (Revenue, Cost, Users, NPS Score etc.). These measures are configured

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Help Center: Reporting

Taxonomy Each report contains one or more pages. Each page can contain one or more tiles in rows across the screen. Each Tile delivers a specific configurable insight from one Kiplot Dataset. Reports Basics Tile Basics Tiles are configured in the application by the report owners and published to other users. Only one dataset Kiplot can be

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Help Center: Configuration

What is the Configuration Page? The Configuration Page is the central hub where the Strategic Portfolio framework is set up to align with your organizational goals. This includes configuring the timeline and business units, incorporating custom fields, specifying initiative and outcome details, defining team skills, establishing OKR measures, outlining lifecycle stages, integrating with other systems,

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Help Center: Timesheet Approvals

What are Timesheet Approvals? Timesheet Approvals is the process of which an employee’s tracked hours are reviewed and ‘approved’ by a Supervisor or Manager before being processed for payroll or billing purposes. Timesheet Approvals can play a crucial role in promoting efficiency, accuracy, compliance and accountability in managing employees’ time. Enabling Timesheet Approvals If you

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Help Center: Timesheet Configuration

Only Users who have Kiplot Administration permissions can make changes to the Time Tracking Configuration What is Time Tracking? Time tracking or timesheeting refers to the process of recording the amount of time teams spend on tasks, enabling organizations to measure actual work against forecast. This data is critical to distinguishing between capital expenditures (CapEx)

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Help Center: SSO Configuration (Azure AD)

What is SSO? Single Sign-On (SSO) is an authentication process that enables users to access multiple applications or systems with a single set of login credentials, simplifying the sign-in process and enhancing user experience. In the context of "Joiners, Movers, Leavers" (JML), SSO plays a crucial role in managing user permissions efficiently, ensuring that new

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