Manual Metrics User Guide

General description

“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 find the unit inside the widget or use global hierarchy.

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

• “Add metric to the unit” hovering a bar chart, where the aggregated metric statuses will be displayed

• “Add Metrics” button inside the empty table

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

GIF approach:

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 you 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.

GIF approach:

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.

GIF approach:

Remove metric

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

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

GIF approach:

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, updating the values

  • hovering the benchmark value in the table shows an 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 values, so comment is mandatory

GIF approach:

Additional details TBD..