Metrics to Collect Project Data Overview
A metric is a measure of an aspect of a project, or product, and is unique to each company that implements Accolade. Metrics provide data and status and are available for inclusion in online forms, charts, reports, documents, and other places within Accolade. Use metrics to capture data, such as dates relative to project start and end dates, level of risk, or financial data such as project costs. Each company has their own set of data points that are important to their particular process flow. Use the various metric types to define and capture data points about all projects in your system.
Process Designers create and define metrics and assign metrics to process models, which then are available to projects based on those models. From there, Project Managers can assign values within their projects, and document owners can update deliverables, or activities within the project. A metric must be active and assigned to a model to be available for use within projects based on that model.
Important! Administrators can view existing metric definitions, but cannot add or modify metrics.
Accolade offers metric data types for entering text strings, dates, numbers, and single or multiple selection lists. The type of data captured in each metric determines the data type required for the metric, and the settings available to the metric.
In addition, increase the power and flexibility of metrics using the following:
- Calculated Metrics - The value of a calculated metric is defined using an expression within the metric definition. Typically, this metric type is based on the values of one or more metrics, which can themselves be calculated metrics. Valid expressions are comprised of field codes and valid operators and functions.
- Cascading List Metrics - Cascading list metrics display different groups of list items depending on a value selected in a different metric or in other project data. Use queries within the metric definition to define the list constraints.
- Inherited Metrics - Inherited metrics display metric values that are defined in linked projects, typically in a collection of projects called a portfolio. Inherited metrics are defined using the Inherited Metric check box when creating the metric.
- Filter Metrics - Filter metrics describe attributes of a project, such as the project type, and are used in searches and on various project access pages to narrow the project list. Filter metrics are defined using the Filter Metric check box when creating a metric.
- Matrix Metrics - Matrix metrics are metrics that are grouped together in a matrix, which is intended to model complex relationships between different data types. Matrix metrics are defined using the Available to Matrix check box when creating a metric.
- Searchable Metrics - Searchability is available for metrics and matrix metrics.
Each of the above is defined as part of the basic metric setup.
See the following to get started defining metrics: