[draft] Manual Metrics User Guide

General description

“Manual metrics” are supposed to be a managers' ability to update and check in important for the project/projects 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 (MVP)

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

TBD

max length for values - 7 symbols, type - decimals

Remove metric

TBD

Change thresholds

TBD

max length for values - 7 symbols, type - decimals