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General information

“Manual metrics” are supposed to be a managers' ability to set and update important for a project metrics, indicators and quality parameters (SLA, KPI, deliverables etc.) that impact portfolio in the sense of delivery obligations, allowing to track progress and control its efficiency.

Currently, you can find “Manual metrics” widget in Delivery Health under “Portfolio Health” section in “Metrics & KPIs”.

At the same time, “Manual Metrics” became available in Metrics → “Portfolio Metrics” tab.

Use cases (MVP)

Add metric

In order to add metrics to your Unit, you should first find the Unit you need inside the widget structure or use global hierarchy/search for that purpose.

There are two ways to add metrics to the Unit directly, in case you have permissions to manage the Unit:

• click “+” button that appears hovering a row with a Unit name

• use “Add Metric” button inside the dots menu on the right

Clicking any of these buttons triggers a pop-up with catalog and community metrics that allows you to select and save metrics you might need for the Unit.

GIF approach: TBD

Create metric

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

Using one of the options triggers another pop-up for metric creation. Before it actually can be added to the community catalog all required data should be filled in.

Thus you should type in or select 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.

After a metric is created, system takes you back to the previous Catalog pop-up, where the metric is automatically checked in. You still need to Save it to the Unit by clicking the action button.

GIF approach: TBD

Update metric

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

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

GIF approach: TBD

Remove metric

In order to remove metrics, you should use “dots” menu on the right of the metric row and simply click the “Remove Metric” button.

Clicking the button, triggers a validation pop-up for removal confirmation.

GIF approach: TBD

Change thresholds

There are two ways to change metric thresholds:

• change default thresholds when adding metric from the Catalog
  

  

• change thresholds after metric has been already added to the Unit

  • hovering a benchmark value in the table shows a “tune” icon on the right

  • by clicking the icon a popover will be triggered with “Change Thresholds” button
    

    

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

GIF approach: TBD

No-thresholds metrics

In case you need to track some kind of a metric without defined thresholds and you want to set its status manually with fully individual point of reference (benchmark) - welcome to “no thresholds” metrics.

Following a metric creation flow described in the beginning, choose “No Thresholds” option.

Now, instead of setting values for metric thresholds, there is a field for defining a benchmark, which is optional and can be filled later when metric is already saved to the Unit.

Beside that, the status for this type of metrics can be chosen manually. Hovering the row, a chevron icon appears right from the status indicator.

GIF approach: TBD