Activity Metrics
IN THIS ARTICLE
Tracking organization and programmatic metrics allow all stakeholders to measure the impact of this nature-based work toward bigger goals.
Activity Metrics
FieldDoc tracks metrics at the activity level and aggregates them across Sections, Projects, and Pacts using standardized metric lists. In this article, we’ll explore the two types of manually tracked metrics in FieldDoc: organizational metrics and programmatic metrics.
Each metric includes two fields: planned_value and implemented_value. By the end of the performance period, both fields should be populated to reflect expected and actual outcomes.
Although organizational and programmatic metrics can be linked to the same activity, the process for adding and managing each type differs. Understanding these differences is key to accurate tracking and reporting. Let's dig in!
Organization Metrics
In FieldDoc 2.0, organizations can curate their own list of metrics. Once added to your workspace's portfolio, these metrics can be assigned to any activity record. For guidance on curating your list, see the Metrics – Organization article.
Organization metrics can be assigned to any activity records in your portfolio. These metrics can be assigned via the Edit Activity modal or the Table view within Project Folder, Site Section, or Activity Record views. Organization metrics are exclusively visible to users within the organization; therefore, they cannot be added via Pact views, because the Pact view only contains metric information provided by the Pact Opportunity Program Manager.
Add organization metrics to an activity record
Add organization metrics via Edit Activity Modal
Open your Edit Activity Modal
Navigate to the Metrics tab.
Click 'Add Metric' Button.
From available list, check the box to select metric(s) and add the
planned_value. Theplanned_valueindicates the intended target will be achieved by the end of the period of performance for this activity.Click Save.
Add organization metrics via table views
Adding activity metrics via Metric table views can significantly speed up your data entry process. Metric table views are available for adding organization metrics within Project Folders, Sections, and Activity Records. The Metric table view is also available via Pacts, however, organization metrics are not available for selection within Pacts.
Step-by-step instructions to add organization metrics via table views
Make sure your organization's Portfolio of Metrics is up-to-date.
Open the table view.
Add the Activity name to the first row. The actvity key will be automatically populated.
Use the drop down field to select a metric. The metric key will be automatically populated.
Enter in the
planned_value.Additional metrics should be reported in additional rows.
Using keyboard shortcuts in table views
FieldDoc table views operate similarly to other spreadsheets. To speed up populating your metrics table, you can use your keyboard shortcuts to copy and paste cells, such as the activity_name and activity_key as well as the metric_nameand metric_key. If you copy records, make sure to copy the key as well!
Track implementation of organization metrics
By the end of your activity's period of performance, you will want to update your organization metrics to track progress towards your goals. You can track implementation at whatever cadence you decide.
Add implementation values via Edit Activity Modal
Open your Edit Activity Modal
Navigate to the Metrics tab.
All organization metrics assigned to the activity record are available under the Organization Metrics section.
Click the three elipses next to the metric that you want to update to open the edit option.
Enter in your implemented value.
Click save.
Repeat for other values.
Add implementation values via table views
As mentioned above, all metrics have two inputs: planned_valueand implemented_value. Adding implemented values via table views can significantly speed up your data entry process. The Implementation table view is available within Project Folders, Sections, and Activity Records. The implementation table view is also available via Pacts , however, organization metrics are not available for selection within Pacts.
Step-by-step instructions for adding implementation values via the Implementation table view
Open the Implemented tab.
Copy from the Metrics tab or manually enter the
activity_name,activity_key,metric_name, andmetric_keyrows. The planned value will appear.In the
implemented_valuefield, input your value.Click save.
Programmatic Metrics
Programmatic metrics are defined by individual Funding Programs and are made available to standard users who have created a Pact. Once a Pact is in place, the associated activity records can access and assign that program's metrics to their records.
Keep in mind: a single activity can be linked to multiple Pacts, meaning it may be responsible for managing multiple sets of programmatic metrics—each sourced from a different Pact or Funding Program.
Add programmatic metrics to an activity record
Add organization metrics via Edit Activity Modal
All metrics have two inputs: planned_valueand implemented_value. Even if you are adding metrics at the end of a period of performance to report to a funder, you must add both a planned_value and implemented_value. Adding implemented values via table views can significantly speed up your data entry process. The Implementation table view is available within Project Folders, Sections, and Activity Records. The implementation table view is also available via Pacts , however, organization metrics are not available for selection within Pacts.
Open your Edit Activity Modal
Navigate to the Metrics tab.
Navigate to the Programmatic Metrics section.
Select the appropriate Pact name. A button will appear that says Add Metrics.
Click 'Add Metric' Button. All of the metrics associated with the Pact will appear
From available list, check the box to select metric(s) and add the
planned_value. Theplanned_valueindicates the intended target will be achieved by the end of the period of performance for this activity.Click Save.
Dig in! Interactive Tutorial
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