Metrics Templates screen details

The Metric Editor metrics templates screen contains several fields that require detailed explanations. This section discusses:

Computed (as opposed to user-entered) metrics

Metric rollups

Planned metrics

Computed metrics

You check the Computed box and enter a formula to specify that a metric is computed, rather than user-entered.

For example, you might create an ROI (return on investment) metric that could be defined using the following formula:

((TotalRevenue - TotalCost)/TotalCost)*100

Metric rollups

You can set your metric template files so that specific metrics roll up from the child object to the parent object. For example, project metrics can roll up to the parent program level and program metrics roll up to the parent plan level.

Metrics that roll up can display on the Tracking tab of the parent object. Any project metrics that you configure for roll up display in the Project Rollups table on the Tracking tab of the parent program and any program metrics that you configure for roll up display in the Program Rollups table on the Tracking tab of the parent plan.

Consider this example. Imagine you want to track the number of responders to a project, then roll up this metric to a program that contains the project. You could accomplish this by defining the following metrics:

NumberOfRespondersPassed; representing the number of responders rolled up from the project.

NumberOfProgramResponders; representing the number of responders in the program.

Next, you need to add the metrics to metric templates and groups as follows:

For the project metric template, add the NumberOfRespondersPassed metric to any group (for example, Performance). Do not select Computed or Roll-up when adding the metric to the group.

For the program metric template, add the NumberOfProgramResponders metric to any group (for example, Performance). Do not select Computed or Roll-up when adding the metric to the group.

For the program metric template, add the NumberOfRespondersPassed metric in two places:

directly under the metric template: check the Roll-up box

to any group (typically, this group matches the group in the project metric template where you placed the metric, for example Performance). Do not check the Roll-up box, but check Computed and enter the following formula:

NumberOfProgramResponders+ROLLUP(NumberOfRespondersPassed)

Here is a sample Metric Templates screen, with the metrics discussed above highlighted:

Planned metrics

Planned metrics display in the Planned column of the object’s Metrics table on its Tracking tab.

To set planned rollups, check the Is Planned box when adding the metric to the rollups section of the parent metric template file. Planned metrics appear in the Planned column of the metrics table on the child Tracking tab.