How do I lock the metrics for a group of projects?

The Metric Bulk Actions feature allows you to perform a set of actions for a specific group of work items. You can filter this group of work items by first selecting a portfolio and then further define that list by selecting tag values. This article describes how you lock metrics for a group of work items to control if data is able to be entered and / or modified.

1. Click Metric Bulk Actions

Click Metric Bulk Actions
  • On the Icon Bar, click the Review button, then click Metrics Bulk Actions.

2. Select Portfolio

Select Portfolio
  1. Click Portfolio.
  2. Select a portfolio from the list.

3. View Tag List

View Tag List
  • The tags defined by your company are displayed, use the scroll bar to view all of the tags on this page.

3.1. Select Tag(s)

Select Tag(s)
  • Click on the tag that you want to include in your filter.

Omit this tag: Use this option to indicate that none of the tag values should be used to filter a list of work items.

Any value for this tag: Use this option to indicate that any tag value can be used to filter a list of work items.

No value for this tag: Use this option to filter on projects that have a blank value for this tag.  

Select values: Use this value to indicate that you want to select specific tag values to filter a list of work items.

3.2. Select values (if needed)

Select values (if needed)
  1. Select the tag values that you want to include in your filter. You can click All to select every value, or None to select no values.
  2. Click Done.

3.3. Repeat Steps

Repeat Steps
  • Repeat steps 3.1 and 3.2 until all tag values have been identified.

4. Select Option

Select Option
  • If needed, click Apply to and select an option from the list. This will indicate whether or not you want your actions to apply to those metrics that are in the Ready for Rollup state, Not Ready for Rollup state or both with the All selection.

Note: Ready for Rollup is a replaceable term in PowerSteering. Your company may have replaced Ready for Rollup with a different term that will appear as an option in this list.

5. Select Metric

Select Metric
  • Click Metric template, select the template for which you want to perform this action.

6. View Impact

View Impact
  • View the number of items that will be impacted by this action.

7. Select Action

Select Action
  • Click Action, select Metric Lock.

Note: Metric Lock is a replaceable term in PowerSteering. Your company may have replaced Metric Lock with a different term that will appear as an option in this list.

8. Select Time Period

Select Time Period
  1. Click Period Prior To.
  2. Select the date for when you want to lock your metric. If you select January 15 2014, users will be unable to enter or modify any data for the selected metric and view for the time period prior to and including January 2014.

9. Select View

Select View
  1. Click Views.
  2. Select the views that you want to lock. You can click All to select every value, or None to select no values.
  3. Click Done.

10. Select Option

Select Option
  1. Click Ready for Rollup.
  2. Select an option from the list that will indicate if you want to select or clear the Ready for Rollup check box on the metric as part of your actions. Select No change if you do not want these actions to impact the Ready for Rollup setting on the metric.  

11. Click Run

Click Run
  1. Review your settings for the Metric template and Bulk actions sections.
  2. Make any changes necessary to update the actions you are about to take.
  3. Click Run.

12. View Results and Logs

  • A status bar will be displayed to indicate progress and the number of items being processed. You will see a message when the process is finished and the status bar is 100%. Below the progress bar is a log of what was impacted during the bulk procedure. You can click on the hyperlink in the Project and Metric column to access that project or metric directly.

0 Comments

Add your comment

E-Mail me when someone replies to this comment