Associating Metrics to Process Models

To ensure that metrics are available within projects, associate the metrics to the process model. Create an association from the metric to the model, or from the model to the metric. The procedure to complete the association is similar and has the same result. How you choose to make the association may depend on whether you want to assign multiple metrics to a model at once, or a single model to multiple metrics.

If the metric is part of a matrix, a page layout, or a quick grid (including quick grids contained in a page layout associated with the model), you do not have to associate the metric with a model. If the metric is inactive, it is set to active on association.

Click Download on the Metrics page (System > Content Sources > Metrics) to download all the metrics in the table to a spreadsheet. The spreadsheet includes additional information, such as the process models to which each metric is associated, list values for list metrics, and availability settings, allowing a single place to review the current metrics defined throughout the system.

See the following options to associate metrics to models:

• Assign multiple metrics to a single model when creating or modifying a model (Process Designers only).
• Assign a single metric to multiple models when creating or modifying a metric.

To assign multiple metrics to a single model (Process Designers only):

1. From the System menu, select Process > All Models, and select the model to edit.
2. Click the Metrics tab to display the metrics associated with the model.

If you are creating a new process model, the Metrics tab is not available until you complete creating the model and click Create.

3. Click Add to open the Select Metric(s) dialog.

Use the category, name and system name fields to filter the list of metrics.

4. For each selection, highlight the metric name in the Available Metrics window, and click Select, or double-click the metric name to move it from the Available list to the Selected list.

Only active metrics are available to add.

5. To define how the selected metrics display for certain actions, select View or Edit for each of the project locations listed.

Locations with no selections do not contain the metric. You can change these settings for individual metrics after adding them to the model. Metrics without display settings are still available to deliverables, reports, and quick grids.

Calculated metrics can only be set to Show on project pages. Rich text metrics cannot display on any other project pages.

6. Click Done and make any adjustments to the presentation settings for the associated metrics.
7. (Optional) If your company uses Accolade planning and roadmapping features, and the metric is available to Innovation Planning:

• Select the star in the Planning Favorite check box to display the metric on the front of planning elements types that correspond to the model's class. The class to which the process model belongs must also be available to Innovation Planning.
• If the metric is a date metric, select the check box in the Milestone column to designate the metric as a milestone in Innovation Planning. To show relationships between milestones the start and end milestone metrics must first be set as visible in Roadmapping. To set milestone metrics as visible open the data type from the element type menu on the left and click on the diamond next to the relevant metric. See Assigning Milestone Metrics to Planning Element Types for more information.

8. (Optional) To make a metric required for projects created using the model, select the check box in the Required column.

Metrics cannot be marked as required for idea models.

If a metric is set as required on project creation, ensure that Process Managers are granted visibility to the metric. Without visibility, the Process Manager is unable to create projects using features that contain the required metric. See Securing Metrics by User Role for more information.

If a metric is set to required, it will be required anywhere it displays in the system as editable. For example, if the metric displays in a data form pod on a project page layout and it is editable, it will be required for users to complete when making changes to the page.

9. Click Apply to save your changes.

To assign a single metric to multiple models:

1. From the System menu, select Content Sources > Metrics and select the metric to edit.
2. Click in the Models section.
3. In the Select Model dialog, enter one or more search criteria to filter by name, or by selecting one or more of the following options:

• Selecting one or more classes in the Classes drop-down will display available models that are assigned to the class.

Select Check All to see all available models.

• Check the Show Inactive Classes and/or Show Inactive Models to further define the models that display.

4. For each selection, highlight the model name in the Available Models window, and click Select, or double-click the model name to move it from the Available list to the Selected list.
5. Click Done to add the selected models to the metric.
6. For each model, select Show to display the metric as view only, or Edit to display an editable version of the metric for the Accolade locations listed.

Locations with no selections do not contain the metric. You can change these settings for individual metrics after adding them to the model. Metrics without display settings are still available to deliverables, reports, and quick grids.

Calculated metrics can only be set to Show on project pages. Rich text metrics cannot display on any other project pages.

7. (Optional) If your company uses Accolade Innovation Planning and Roadmapping features, and the metric is available to Innovation Planning:

• Select the check box in the Planning Favorite column to display the metric on the front of planning element types that correspond to the model's class. The class to which the process model belongs must also be available to Innovation Planning.
• If the metric is a date metric, select the check box in the Milestone column to designate the metric as a milestone in Innovation Planning.

8. (Optional) To make a metric required for projects created using the model, select the check box in the Required column.

• Metrics cannot be marked as required for idea models.
• Metrics set to show on project creation cannot be marked as required.
• If a metric is set as required on project creation, ensure that Process Managers are granted visibility to the metric. Without visibility, the Process Manager is unable to create projects using features that contain the required metric. See Securing Metrics by User Role for more information.
• If a metric is set to required, it will be required anywhere it displays in the system as editable. For example, if the metric displays in a data form pod on a project page layout and it is editable, it will be required for users to complete when making changes to the page.

9. Click Create to create the new metric or Apply to save changes to an existing metric.

Notes:    To remove an association between a metric and a model, open the model and select the Metrics tab. Click in the Remove column next to the association to delete and click Apply. To remove all metrics from a model, click Remove All. To deactivate or hide a metric in a project, while retaining its history, see Removing and Deactivating Metrics. For the parent project in a portfolio, select Edit in the Portfolio column of the number metric that rolls up on the project's Portfolio page so that the target value is editable. The parent project is the project that has the Contains link to the projects in its portfolio. For the child projects, the metric rolls up regardless of where it is editable in the project. Metrics cannot roll up except to the parent project. That is, a metric that is in a grandchild, child, and parent project rolls up from the grandchild to the child (and from the child to the parent) but the roll-up value from the grandchild does not continue to be rolled up to the parent. Metrics created in Innovation Planning are added to their model without any presentation settings. You must specify their presentation settings before the metrics are available for use in projects. Marking a metric as required on a project's creation page has no effect on a model used for creating Innovation Planning projects. The projects are created automatically without requiring any user to enter the metric value. However, the metric value must be entered if the model is used as the target in a migration. Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.