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
2. Click Create New
- Click Create New.
3. Enter Basic Info
- Enter basic information for the metric template. See the article What does the Basic Info tab do? for more information about this step.
- Click Next.
4. Set Display Options
- Set display options for the metric template. See the article What does the Display tab do? for more information about this step.
- Click Next.
5. Create Views
- Create the metric template views. See the article What does the View tab do? for more information about this step.
- Click Next.
6. Create Line Items
- Enter line item information. See the article What does the Line Items tab do? for more information about this step.
- Click Next.
7. Set Static/Constraint Values
- Define static/constraint values. See the article What does the Static/Constraint Values tab do? for more information about this step.
- Click Next.
8. Define Computation
- Define formulas for those line items that require computation. See the article What does the Computation tab do? for more information about this step.
- Click Next.
9. Click Submit
- Review the metric information on the Finish tab.
- Click Submit to create the metric template.
10. View Metric
- View the newly created metric template.
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