Entering Planning Element Details, Metrics, and Matrix Values

Process Managers with Manage Process rights and the assigned project manager (or team leader) for an element can update data within an element including its details, associated metric and matrix values, and images.

Note:  Only one user can edit an element at a time. This includes a single user having the same element open in multiple instances of Innovation Planning. For example, in multiple tabs in a browser showing different views.

Details

A planning element's details include the element's name, a description of the element, any Extended Project Data fields if enabled in the model, the element's thumbnail image, and the element's dates.

To update a planning element's details:

1. From the Planning menu, select Planning Board.
2. Create a view or display an existing view.
3. Hover over the element and click to open the element for editing.
4. Open the Details tab and enter project details as necessary:

Field	Description
Name	The name of the element, that describes the project or strategic initiative it represents. The process model configuration for the element type determines whether the element name is editable. The configuration may be defined to generate the name based on a metric value.
Thumbnail Image	If an image other than an image of the element displays, click the image, select Choose Image, and select a new image. See Identifying Planning Elements with Images for more information.
Description	Enter a statement about the project or the project's goal. This is the body of the element at this level. You can enter additional details in child elements.
Start Date and End Date	Click the box and select the date when the project or initiative begins and ends. Start and end dates apply only to span element types. Only the project manager assigned to a planning element can update the element's dates.
Event Date	Click the box and select the date of the event. Event dates apply only to event element types. Only the project manager assigned to a planning element can update the element's dates.
Additional Text Fields	If included for a planning element type, enter any additional information in the additional fields provided.

5. Click Done to apply your changes.

Metric Values

Change the values of metrics in elements in which you are a member of the team or the assigned project manager. Planners with the Process Manager user role can change metric values in any element to which they have access. The metrics that you can view or edit are dependent upon your system security settings, to include access groups, security lists and profiles.

Within a Grid view, drag an element into a different metric column or row to update the element's metric values. In a Gantt view, drag an element into a different row if the Vertical Axis selection is a metric to update the element's metric values.

To update a planning element's metric values:

1. From the Planning menu, select Planning Board.

2. Create a view or display an existing view.
3. Hover over the element and click to open the element for editing.

4. Open the Metrics tab and enter new metric values as necessary.

Important! Calculated metrics are read-only in Innovation Planning. They can be identified by the dashed line around the metric value. The value of a calculated metric changes if the value of a metric that it is based on changes, or if its expression is changed in Accolade.

5. Click Done to apply your changes.

Matrix Values

View and modify a matrix if you are a member of the project team on the element containing the matrix.

If the Related To date in a matrix is based on the project start or end date, you can change the date by dragging the element to a new start or end date in a Gantt view. If the Related To date is based on a date metric, you can change the date by dragging the element in a Grid view where one of the axes is based on the other date metric.

To update a planning element's matrix values:

1. From the Planning menu, select Planning Board.

2. Create a view or display an existing view.
3. Hover over the element and click to open the element for editing.

4. Open the tab specific to the matrix.
5. In Related To section, enter the actual date from which the relative date in the metric starts.

If the related to date has been saved in the element, it displays here.

6. In the Matrix Range section, enter the beginning and ending dates for the range to display in the matrix.

When you first view a matrix, it does not display any rows. After entering the Related To date, the matrix displays a single row. Change the matrix range to add matrix rows.

7. Select In Rows to display the dates down the left side of the matrix; select In Columns to display the dates across the top of the matrix.
8. Enter metric values, as necessary.

Click to delete values in a row.

9. Click Done to apply your changes.

Empty rows at the bottom of the matrix are not saved. To save the number of rows you selected originally, including the original To date in the matrix range, enter "placeholder" data in the last row of the matrix before clicking Done to save it. The structure of the matrix, including empty rows, is saved to the last row containing data.

Notes:    Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support. Matrices containing rich text metrics are not available as planning elements.