Selecting Metrics and Matrices to Include in Portfolio Snapshots

Each metric or matrix that is available to reporting can be selected for inclusion or exclusion in a snapshot. All other content is included with no need to select the content.

Important! Every metric and matrix included in snapshots is saved to the snapshots database each time a snapshot is taken. Select only the items that are required for portfolio history purposes.

Process Designers select the metrics and matrices that are included in portfolio snapshots.

To select a metric for inclusion in a snapshot:

1. From the System menu, select Content Sources > Metrics.
2. Click the name of the metric to edit.
3. Ensure the Available to Reporting option is selected.
4. From the System menu, select Content Sources > Portfolio Snapshots.
5. Click Configure Snapshots and select Metrics.
6. In Select Metric(s), select the metrics in the left list that you want to include in snapshots and move them to the Selected list on the right.

Select a category to refine the list of displayed metrics.

7. Click Done to save your changes.

To select a matrix for inclusion in a snapshot:

1. From the System menu, select Content Sources > Matrices.
2. Click the name of the matrix to edit.
3. Ensure the Available to Reporting option is selected.
4. From the System menu, select Content Sources > Portfolio Snapshots.
5. Click Configure Snapshots and select Matrices.
6. In Select Matrice(s), select the matrices in the left list that you want to include in snapshots and move them to the Selected list on the right.

Select a category to refine the list of displayed matrices.

7. Click Done to save your changes.

Notes:    Rich text metrics cannot be added to snapshots. If a matrix containing a rich text metric is added to a snapshot, the rich text metric is automatically excluded from the matrix's snapshot data. Metric and matrix data is removed from saved snapshots if the metric or matrix is deleted, made unavailable to reporting, or removed as a selected option in the snapshot configuration. If a project is deleted, the project and all its data are removed from saved snapshots. Adding metrics and matrices adds the values to all future snapshots. Existing snapshots contain a placeholder for the metric or matrix with no value.