How do I create a new metric template?

With PowerSteering metrics, you can automate and standardize the collection of a work's quantitative data. Metric templates provide a framework for the metric data. You create each template once, then attach it to appropriate work. A metric can be added to work via an auto association with a work type, by using a template that has the metric attached, or manually. This article describes how to create a new metric template.

Note: Metric is a replaceable term in PowerSteering. Your organization may use a different label to represent metrics on your site.

1. Click Metrics

Click Metrics
  1. On the Icon Bar click the Admin button.
  2. Click Templates to expand the menu, then click Metrics.

2. Click Create New

Click Create NewZoom: Click Create New
  • Click Create New.

3. Enter Basic Info

Enter Basic InfoZoom: Enter Basic Info
  1. Enter basic information for the metric template. See the article What does the Basic Info tab do? for more information about this step.
  2. Click Next.

4. Set Display Options

Set Display OptionsZoom: Set Display Options
  1. Set display options for the metric template. See the article What does the Display tab do? for more information about this step.
  2. Click Next.

5. Create Views

Create ViewsZoom: Create Views
  1. Create the metric template views. See the article What does the View tab do? for more information about this step.
  2. Click Next.

6. Create Line Items

Create Line ItemsZoom: Create Line Items
  1. Enter line item information. See the article What does the Line Items tab do? for more information about this step.
  2. Click Next.

7. Set Static/Constraint Values

Set Static/Constraint ValuesZoom: Set Static/Constraint Values
  1. Define static/constraint values. See the article What does the Static/Constraint Values tab do? for more information about this step.
  2. Click Next.

8. Define Computation

Define ComputationZoom: Define Computation
  1. Define formulas for those line items that require computation. See the article What does the Computation tab do? for more information about this step.
  2. Click Next.

9. Click Submit

Click SubmitZoom: Click Submit
  1. Review the metric information on the Finish tab.
  2. Click Submit to create the metric template.

10. View Metric

View MetricZoom: View Metric
  • View the newly created metric template.

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