Change a KRIs Current Value and Forecast

Use the ‘Current Value’ and ‘Forecast’ value when in the initial stages of setting up the KRI Measurement and you want to set an initial value, or change the initial value. That is, use this feature before history records exist for this KRI.

If History records do exist for this KRI, only use this feature to mirror a change or correction that you are making to most recent history record, so that visually the Measurement tab value matches the most recent History record value. Otherwise, do not use this feature once history records exist.

1. Open the KRI you wish to change. Click the Measurement tab.
   
   
   

   *Note: This History icon indicates that History records exist.

2. Click the ‘Change Value/Forecast’ pencil icon to display the Change Value / Forecast window. 
   
   
   

3. Enter a New Value (1).

4. If the KRI uses forecast, enter a Forecast (2).
   

   

   Note: Forecast will need to be checked on the Measurements page (and saved) to show up in the Change Value / Forecast window. 

5. Enter the Reason (3) for this value change.

6. Click the Save icon (4) to apply the new value, or click Cancel (5). The window will close.

Note: This feature does not create, nor update history records for this KRI.

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