Metrics offer an incredible level of analysis for your projects during planning and tracking progress toward implementation. If you are familiar with earlier versions of FieldDoc, you'll notice some rather big changes to the metrics - so we recommend reading this article thoroughly to understand the new process. 

First and foremost, you need to add metrics to your project after you've create your initial project page in Field Doc. 

Add metrics to your project

From your workspace home page, click on Metric Types. If you have already created a project and linked it to a funding opportunity, all the required metrics for the program will appear for utilization in your FieldDoc project. These are the metrics that the funder has assigned to this funding opportunity.

Along with the assigned metrics, you can also add your own metrics to track for a project. Any metrics that you will want to track will have to be added to the Metrics Types page before you can add them to a project. 

Helpful Metric Tip!

If you have internal metrics that you track for your projects that do not overlap with the metrics required by your funder, you can add those metrics to your account. Start to add a new metric by clicking on the green circle button in the top right hand corner. 

Edit a Metric Target

Click on the pencil icon to add details and metric targets. 

  • Name - you can edit the metric name
  • Target - assign an overall quantitative goal for this metric. Target functions as a benchmark for tracking progress.
  • Unit - Metrics can be unit-less, however you should set the unit explicitly if there are calculations that rely upon precise measurements. For example, if you need to track a metric spatially using square meters, acres, or similar, results will be ambiguous if FieldDoc is unable to perform area conversions.
  • Description - If you would like to provide additional description to help pinpoint the metric in reference to a project or provide additional details, do it here.  Metric descriptions also show up in Dashboards so it's a good practice to add as much information as you can.
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