To create or edit a metrics template
Before you can add metrics to object templates, you organize the metrics into metrics templates.
1.
Click Add Metrics Template or Edit on the Metrics Templates page.
2.
Enter or edit the Internal Name, Display Name, and Description fields.
3.
Select a type of object to use this metrics template: plan, program, or project.
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Since there is only one template for plans, do not define more than one metrics template with a type of plan.
4.
Add metrics to the template.
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To add a metric to the template without using a group, click Manage Metrics.
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To add a group of metrics, click Add Metrics Group.
You can select any existing group or create a group.
5.
Select an individual metric and define the properties for the metric in this template.
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If the metric is entered individually by users in the object, clear the Computed by Formula, Roll-up, and Planned check boxes.
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If the metric is computed, select the Computed by Formula check box and enter a Formula.
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If the metric is collected from other metrics, select the Roll-up check box. Rollup metrics are available in plan or program templates only.
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If the metric is planned, select the Roll-up and Planned check boxes. Planned metrics are available in plan or program templates only.
6.
Click Save Changes to save the metrics template.
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When you edit a metrics template, the changes affect new objects only.
For example, you have a project that uses the "basic campaign" metrics template. You add a metric to this metrics template. The existing project does not get the new metric. However, when you add a project that uses the "basic campaign" metrics template, it does include the new metric.
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