How do I add a new measure template?

Measures allows you to track, analyze, store, and report on numerical information in PowerSteering. Measures are either entered manually or are formulated based on information that already exists in PowerSteering. A measure can be created in the Measures Library for the purpose of adding it to new or existing work, or you can create a measure at the work level for a specific purpose. Measures created at the work level cannot be included in a Report Wizard report. This article describes how to add a new measure template.

1. Click Measures Library

Click Measures Library
  • Click the Review button on the Icon Bar, select Measures Library.

2. Click Add New

  • Click Add New.

3. Enter Measure Information

  1. Enter measure information. Page sections are defined in the following steps.
  2. Click Submit.

3.1. Administrative Details

Administrative Details

Owner: The user that is responsible for maintaining the measure template. Permissions for formula measures can be tied to the template owner in the Collection Method section.

Auto-attach to: Select one or more work types to which the measure template will automatically be attached. This field is only visible to Administrators.

Show on summary: Select this option to have the measure appear on the Summary page for any new work items to which it is attached. This option is only visible to Administrators.

Available to: The users and/or groups that can attach the measure to work. If left empty, any user with the Attach Measure permission can attach the measure to work.

Attachable to: The object types to which the measure template can be attached manually. If empty, then it can be attached to all object types. This option works independently of the Auto-attach to option.

Category: A tag indicating the measure category. The values for this tag must be configured by an Administrator.

3.2. Measure Details

Measure Details

Name: The name of the measure.

Description: A brief explanation of the measure's purpose (optional).

Units of Measure: A textual label for the measure’s values (e.g . "Days Late"). This label shows when you hover over a measure value.

3.3. Manual Collection Method

Data Collection: Defines how measure data is collected.

  • Manual: Data is manually entered into the measure on a regular basis.
  • Formula: Data is calculated automatically based on a formulaic expression that retrieves data from PowerSteering.

Display Format: Defines how the data is displayed.

  • Integer: Data is a whole number.
  • Float: Data can contain up to 6 decimal places.
  • Monetary: Data is a monetary value that can contain up to 6 decimal places. A scale of thousands or millions can also be selected.
  • Percent: Data represents a percentage that can contain up to 6 decimal places.

Effective Dates: Determines the date range when measures should be calculated and Inbox reminders should be sent to users to enter measure data.

  • Absolute: The measure is active between the start and end dates provided.
  • Active Project: The measure is active when the project has an active status. Active statuses are: On Track, Needs Attention, Off Track, On Hold, Delayed.
  • Project Lifetime: The measure is active between the earliest start date and latest end date of the project
  • Baseline/Target Dates: The measure is active between the captured baseline dates.
  • Always: The measure is always active.

Reminder Schedule: For manual measures only, determines how often an Inbox reminder should be sent to users to enter measure data.

3.4. Formula Collection Method

Data Collection: Defines how measure data is collected.

  • Manual: Data is manually entered into the measure on a regular basis.
  • Formula: Data is calculated automatically based on a formulaic expression that retrieves data PowerSteering.

Formula: The formulaic expression that will retrieve your data. When you click inside this field, the Formula Builder will open in a separate window.

Evaluate as: Specifies whether the formula will be executed using the template owner’s permissions (library owner) or the project owner’s permissions. Given that measures are most often created by an administrator, that by default has the highest level of permissions, it is most common to set measures to calculated using the Library Owner versus the Project Owner.

Display Format: Defines how the data is displayed.

  • Integer: Data is a whole number.
  • Float: Data can contain up to 6 decimal places.
  • Monetary: Data is a monetary value that can contain up to 6 decimal places. A scale of thousands or millions can also be selected.
  • Percent: Data represents a percentage that can contain up to 6 decimal places.

Calculate monetary value without currency conversion: If 'Yes', measure values will be calculated in the project's local currency rather than in the default currency using exchange rates. Note: This feature must be enabled by a PowerSteering team member.

Effective Dates: Defines the date range for which the measure should be calculated.

  • Absolute: The measure is active between the start and end dates provided.
  • Active Project: The measure is active when the project has an active status. Active statuses are: On Track, Needs Attention, Off Track, On Hold, Delayed.
  • Project Lifetime: The measure is active between the earliest start date and latest end date of the project
  • Baseline/Target Dates: The measure is active between the captured baseline dates.
  • Always: The measure is always active.

Test Schedule: For formula measures only, determines how often the measure value should be calculated and temporarily stored. This value will be overwritten by a subsequent test schedule or a history schedule run. The test schedule allows a user to observe their measure data as it changes without storing all calculated values. Note: In order for a test schedule to run properly, the Measure Value Agent must be active and configured to run more frequently than the test schedule defined in the measure template. See the article What agents are available in PowerSteering? for more information about this agent.

History Schedule: For formula measures only, determines how often a the measure value should be calculated and stored. This value will not be overwritten by a test schedule or subsequent history schedule run. Note: In order for a test schedule to run properly, the Measure History Value Agent must be active and configured to run more frequently than the history schedule defined in the measure template. See the article What agents are available in PowerSteering? for more information about this agent.

3.5. Indicator Type

Indicator Type

Indicator Type:

  • Variance: The measure’s values are evaluated by their deviation from a constant target value. See the article What is a variance indicator? for more information.
  • Goal: The measure’s values are evaluated against how they progress towards a constant goal value. See the article What is a goal indicator? for more information.
  • None: The measure’s values will not be evaluated against any other value.

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