Purpose

The Preferences page allows administrators to customize how Business Outcomes and dashboards behave throughout the platform. Preferences control which metrics, calculations, features, and visualizations are available, allowing organizations to tailor the application to their reporting standards and operational processes.

Preferences can be configured at two levels:

• Company (Global) Level – Defines the default behavior for every dashboard in the organization.
• Dashboard Level – Allows an individual dashboard to override the company defaults for that specific dashboard.

This cascading approach provides organizational consistency while allowing each dashboard to be customized for its intended audience.

Business Case

Every organization has different reporting needs. Executive leadership may want a simplified dashboard focused on strategic performance, while operational teams require detailed delivery metrics and governance features.

The Preferences page enables administrators to configure these experiences without requiring custom development.

Using Preferences, organizations can:

• Standardize dashboard behavior across the company.
• Customize dashboards for different departments or audiences.
• Enable or disable specific platform features.
• Configure how progress and performance are displayed.
• Improve usability by showing only the features users need.

Objective

The objective of the Preferences page is to provide administrators with a centralized location for configuring Business Outcomes behavior across the platform.

Using Preferences, administrators can:

• Configure organization-wide defaults.
• Customize individual dashboards.
• Control feature availability.
• Standardize reporting.
• Simplify the user experience.
• Support executive and operational reporting needs.

Overview

The Preferences page contains a list of configurable settings.

Each preference controls a specific feature or platform behavior.

Toggle ON

The feature is enabled and available.

Toggle OFF

The feature is disabled or hidden.

Some preferences include dropdown menus that allow administrators to select a default behavior instead of simply enabling or disabling the feature.

Preference Scope

Preferences support two configuration levels.

Company (Global) Preferences

Company Preferences define the default configuration for the organization.

Every new dashboard inherits these settings automatically.

Dashboard Preferences

Dashboard Preferences allow an individual dashboard to override the company defaults.

For example, an Executive Dashboard may hide operational metrics while a Delivery Dashboard displays them.

If a dashboard-specific preference has been configured, it takes precedence over the company default for that dashboard only.

💡 Tip: Configure Company Preferences first to establish organization-wide standards, then override individual settings only when necessary.

Available Preferences

Each preference controls a specific feature within Business Outcomes.

Velocity

Displays the Velocity metric throughout Business Outcomes.

Velocity helps teams understand delivery trends by measuring completed work over time.

Common Use

Enable this preference when teams actively monitor sprint or delivery performance.

Target vs Actual

Displays both the planned target and the actual achieved value for progress metrics.

This allows users to quickly compare expected performance against actual performance.

Maturity Tab

Displays the Maturity tab.

The Maturity tab provides access to organizational maturity assessments and performance indicators.

Disable this preference if your organization does not use maturity measurements.

Card Lock

Enables card locking to prevent unauthorized changes after work reaches an approved or controlled state.

This supports governance and change control processes.

Objectives Subteam View

This preference controls how Operational work is calculated when viewing Objectives across parent and sub-team hierarchies.

• Enabled: Operational work completed by sub-teams is calculated using the No Cross-Contribution formula. This allows parent teams to view sub-team progress without applying the standard work type calculation rules.
• Disabled: Operational work uses the standard work type calculation rules when displaying Objective progress across team hierarchies.

Allow Cross Contribution | Strategic

This preference controls how progress is calculated for Strategic (3-Year) and Annual (1-Year) Outcome cards that are not assigned to an Operational work type.

• Enabled: Strategic and Annual Outcome cards use the Cross Contribution calculation methodology, allowing progress to be shared across related strategic work where applicable.
• Disabled: Strategic and Annual Outcome cards continue using the standard progress calculation rules.

Allow Cross Contribution | Operational

Thie preference controls how progress is calculated for Operational work type cards, including Outputs and Operational Objectives.

• Enabled: Operational work uses the Cross Contribution calculation methodology, allowing related work to contribute progress across multiple Operational Objectives where applicable.
• Disabled: Operational work continues using the standard progress calculation rules.

Default Target Progress Source for Outputs

Determines the default method used to calculate Output progress.

Available options may include:

• Start and End Dates
• Manual Progress
• Other configured calculation methods

The selected option becomes the default for newly created Outputs.

Enable Quality Score

Displays Quality Score metrics throughout the application.

Quality Scores provide additional insight into work quality beyond completion percentage.

Enable Alignment Score

Displays Alignment Scores.

Alignment Scores measure how well work supports organizational strategy and business objectives.

Overall Performance Teams Rollup Filter

Displays the Team Rollup Filter on the Overall Performance page.

Users can include or exclude child teams when reviewing organizational performance.

BO Ask AI

Enables AI-powered assistance within Business Outcomes.

Users can leverage AI to obtain insights, summarize information, or receive assistance directly within the application.

Task Progress Bar

Determines the default progress calculation displayed for task progress bars.

The selected option becomes the standard progress visualization throughout Business Outcomes.

Color Inheritance

Allows child work items to inherit status colors from their parent hierarchy.

This creates consistent visual indicators across related Objectives and Outputs.

Show Progress Label Above 100%

Allows progress labels to display values greater than 100% when work exceeds its target.

When disabled, displayed progress is capped at 100%.

Unified Rollup

Uses a unified rollup calculation across Business Outcomes and Outputs to provide consistent progress reporting throughout the hierarchy.

Enable Document Upload

Allows users to upload supporting documents and attachments to cards.

This is commonly used to provide evidence or supporting documentation for approvals and audits.

Overall Performance Outcomes Summary

Displays the Outcomes Summary section on the Overall Performance page.

This section provides a high-level summary of Outcome performance.

Overall Performance Outputs Summary

Displays the Outputs Summary section on the Overall Performance page.

This provides an overall summary of Output completion and progress.

Tasks Can Only Be Assigned to Team Members

Restricts task assignments to users who belong to the selected team.

This helps maintain ownership and prevents assignments outside the team.

Currency Display

Determines the default currency displayed throughout Business Outcomes.

Financial values and reporting will use the selected currency format.

Hide Outcome Health Rule

Hides the Outcome Health Rule from users.

Organizations that do not use Health Rules can disable this feature to simplify the interface.

Enable Spreadsheet Widget

Enables the Spreadsheet Widget, allowing dashboards to display spreadsheet-style data alongside Business Outcomes metrics.

How to Manage Preferences

Step 1

Navigate to Business Outcomes

Step 2

Select Settings.

Step 3

Select Preferences.

Step 4

Click Manage Preference Settings.

Step 5

Enable or disable the desired preferences.

Configure any dropdown selections if applicable.

Step 6

Save your changes if prompted.

Depending on your system configuration, updates may be applied immediately.

Expected Result

After updating your Preferences:

• Enabled features become available throughout the selected scope.
• Disabled features are hidden or unavailable.
• Dashboard-level settings override Company defaults where configured.
• Users see a reporting experience tailored to their organization's configuration.

Summary

The Preferences page serves as the central configuration hub for Business Outcomes. By configuring settings at both the Company (Global) and Dashboard levels, administrators can create a consistent organizational experience while allowing individual dashboards to meet specific reporting and operational requirements.

Whether you're enabling governance controls, configuring progress calculations, controlling dashboard visibility, or customizing reporting, Preferences provide the flexibility to adapt Business Outcomes to the way your organization works.

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