Creating or editing a metrics template
Before you can add metrics to object templates, you organize the metrics into metrics templates.
Procedure
- Click Add Metrics Template or Edit on the Metrics Templates page.
- Enter or edit the Internal Name, Display Name, and Description fields.
- Select a type of object to use this metrics template: plan, program,
or project.Note: Since there is only one template for plans, do not define more than one metrics template with a type of plan.
- Add metrics to the template.
- To add a metric to the template without using a group, click Manage Metrics.
- To add a group of metrics, click Add Metrics Group.
You can select any existing group or create a group.
- Select an individual metric and define the properties for
the metric in this template.
- If the metric is entered individually by users in the object, clear the Computed by Formula, Roll-up, and Planned check boxes.
- If the metric is computed, select the Computed by Formula check box and enter a Formula.
- If the metric is collected from other metrics, select the Roll-up check box. Rollup metrics are available in plan or program templates only.
- If the metric is planned, select the Roll-up and Planned check boxes. Planned metrics are available in plan or program templates only.
- Click Save changes to save the metrics template.
Results
Important: When you edit a metrics template, the
changes affect new objects only.
For example, you have a project that uses the "basic campaign" metrics template. You add a metric to this metrics template. The existing project does not get the new metric. However, when you add a project that uses the "basic campaign" metrics template, it does include the new metric.