Create action plan for KPIs

  • Release version: Yokohama
  • Updated April 18, 2025
  • 2 minutes to read

    • Create action plans linked to under-performing KPIs, enabling visual tracking of milestones and tasks. The tasks triggered by the action plans are assigned to the suppliers and they can see and complete those tasks in the Supplier Collaboration Portal.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
    2. Under Quick actions, select Manage my suppliers.
    3. Under My suppliers, select the legal name of the supplier.
    4. Select the KPI management tab.
    5. Select Create action plan.
    6. Select the KPIs to be tracked.
      Figure 1. Add action plan KPIs
      Select the KPIs to be tracked in the action plan
    7. Select Add.
    8. On the form, fill in the fields.
      Action plan form details
      Table 1. Action Plan form
      Field Description
      Number Auto-generated action plan ID
      State State of the action plan. By default it is in Draft state
      Plan type Type of action plan to be created:
      • Quality improvement plan
      • Delivery improvement plan
      • Cost reduction plan
      • Sustainability and compliance plan
      • Communication and collaboration plan
      • Performance monitoring plan
      Priority Priority of the action plan
      Supplier Supplier related to the action plan
      Opened by User who created the action plan
      Assigned to User who is assigned the action plan
      Note:
      This field is not available for action plans created for automated KPIs.
      Due date Due date for the completion of the action plan
      Created Date of creation of the action plan
      Watchlist List of users included in the watchlist
      Short description Brief description of the action plan
      Description Detailed description of the action plan
    9. Navigate to Action plan items and select Create.
    10. Create milestones or supplier tasks for each KPI to track the action plan.
      For more information on how to create milestones and supplier tasks, see Create milestones for the action plan and Create supplier tasks for the action plan.
    11. Select Submit to activate the action plan.

      The corresponding milestones and tasks are generated for the action plan.

    Result

    After the milestones are run, corresponding tasks are generated for the users assigned to those milestones. When they complete their tasks, performance metrics are recalculated to determine whether the KPIs are still on target or failing. If a KPI is linked to a milestone or an action plan, the dashboard highlights its status:
    • On Target– if the KPI is meeting or exceeding the target
    • Failing- if the KPI is not meeting its current target
    • Failing in a plan- if the KPI is in an action plan and isn’t meeting its milestone targets
    • Part of a Plan- if the KPI is in a plan and progressing but not failing

    The action plan can be tracked continuously, with updates based on the subsequent KPI runs. Managers can monitor the progress of milestones and tasks using the Gantt chart.