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 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 later 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..