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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.

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)

Key Staff
(“manage” permissions)

  • Add metric

  • Create metric

  • Update metric values

  • Remove metric

  • Change thresholds

Employee
(“read”, “write” permissions)

  • View metrics

  • View unit-tree (structure)

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

Catalog metric - a default metric created by the system

Community metric - a metric created by another user that you can use for your purpose

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