Set objectives

Define the kind of data or process that you want to view and analyse in your graph. You must select a specific table (parent table) that has the data that you want to analyse.

Before you begin

Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

Procedure

1. When you select Create New Project, you’re taken to the Set objectives page.
2. Provide the following details.

   Field	Description
   Name	An intuitive name for the project.
   Short description	A short description for the project.
   Source Type	The source for the project. You can select a source type: Table: Any database table Report source: Select a table that has reports External data: Select a table that has the imported dataset. Archived data: Select an archived table.
   Table	Select a table that you want to base your project on. This list varies depending on the type of source that you’ve selected.
   Do you want to add a KPI dashboard?	Select the check box if you want to add a KPI dashboard. You must then select a dashboard. If you want to create a dashboard, select the New Dashboard button. It automatically takes you to the Performance Analytics workspace.
   Do you want to Auto retire?	Select the Auto Retire check box if you want to automatically retire the project based on inactivity for a specified number of days (Default: 90 days). You can extend the retirement by moving it back to published or draft state before the versions get cleaned in another 90 Days (default). If you don’t change the retired status within the specified days, the mined versions are permanently deleted. However, the project definition isn’t deleted. You can opt out of auto retirement by clearing this check box. The default value of 90 days can be changed by the administrator in the System Properties. For more information see, Data cleanup properties.

3. Select Save and next.
4. Optional: You can also select a template to create your project.
   If you select an existing template, then after you select the template, you’re taken to the Review and Mine page.