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General description

“Manual metrics” are supposed to be a managers' ability to update and check in important for the project metrics values that impact portfolio in the sense of delivery obligations (SLA, KPI etc.)

Currently, you can find “Manual metrics” widget in “Portfolio Health” section for Organization/GBU/Customer/Program.

While for Project/Stream you'll see the widget under the Health Status Dimensions.

Use cases

Add metric

In order to add metrics to your unit, you should find the unit inside the widget or use global hierarchy.

Clicking “+” icon allows you to open the table, where you can see 3 options to add a metric to the unit:

• “add metric” from the placeholder for a bar chart, where the aggregated metric statuses will be displayed

• “Add Metrics” button inside the empty table

• “Add Metric” inside the “dots” menu on the right top

Clicking any of these buttons opens a pop-up with the catalog and community metrics that allows to save metrics you chose to the unit.

Create metric

If there is no metric you need in the list, you can simply create a new one clicking “add a new metric” button on the bottom left. There is also a button “Create My Metric” displayed, if no matching items were found using the search.

Using one of the options triggers a new pop-up “Add My Metric” that, after being filled in, adds the metric to the catalog.

Here we should fill in all mandatory information regarding metric parameters:

• Metric name

• Metric Unit of Measurement

• Thresholds

• Health Dimension

Description is an optional field, that should be not more than 200 symbols

Update metric

It’s possible to update metrics in the table with inline editing. Simply, fill in new values, put comments if needed, “Check in” your changes. You can update values simultaneously for the whole unit and check in the results.

Your metrics statuses will be automatically changed and aggregated in the bar chart. Each parent unit has aggregated statuses from all child ones.

Remove metric

In order to remove metrics, you should use “dots” menu on the right, clicking “Remove Metric”

“X” icons will appear for each metric in the row. Clicking the icon, triggers a validation pop-up for removal confirmation.

Change thresholds

TBD

max length for values - 7 symbols, type - decimalsThere are two ways to change thresholds:

• Change default thresholds when adding metric from catalog
  

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• Change thresholds when metric has been already edit to the unit, updating the values

  • hovering the benchmark value shows an icon, clicking it will trigger a popover where “Change Thresholds” button is located
    

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  • there should be a reason for changing this value, so comment is mandatory
    

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