Calculate parent activity values
The activity performance value of a plan object with children is always the roll-up of their children objects.
Unit=Marketing, Period=Quarter 1, Accumulation Method=Current
| Object | Contributing weight | Actual | Target | Activity | Calculation |
|---|---|---|---|---|---|
| 400 press mentions per year | 50% | 90 | 100 | 90% | 90/100 = 90% |
| 24 feature articles per year | 50% | 3 | 6 | 50% | 3/6 = 50% |
| PR Campaign | 70% |
(50%*90%)+ (50%*50%) = 70% |
The roll-up calculation is the weighted index. For each child of the parent plan object, multiply each child's contributing weight by its performance value. Sum these values for the children. The resulting value is the performance value for the parent. In the above example, if the contribution weights were 90 and 10 respectively for leaf node children, then the performance value would be 86%.
A child object with a contribution weight value of zero is treated as having no contribution to its parent object's performance value in calculations. If it is the only child, then its parent will not have an activity value.