# Activity Metrics

<figure><img src="https://2238918414-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FatQfu0bk7aRHUPp2fz19%2Fuploads%2FJOISc8abqpUoEWB2S0np%2FScreenshot%202025-03-27%20at%208.28.08%E2%80%AFAM.png?alt=media&#x26;token=200172e8-f79c-46b3-a7b6-8bb4c91fb57b" alt="" width="563"><figcaption></figcaption></figure>

IN THIS ARTICLE

Tracking organization and programmatic metrics allow all stakeholders to measure the impact of this nature-based work toward bigger goals.&#x20;

***

## 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*](https://help.fielddoc.org/essentials/metrics/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

{% tabs %}
{% tab title="Edit Activity" %}

### Add organization metrics via Edit Activity Modal

1. Open your **Edit Activity** Modal
2. Navigate to the **Metrics** tab.
3. Click 'Add Metric' Button.
4. From available list, check the box to select metric(s) and add the `planned_value`. The `planned_value` indicates the intended target will be achieved by the end of the period of performance for this activity.&#x20;
5. Click Save.

{% hint style="info" %}
Metrics must have a planned value. If you leave the planned value field blank, the metric will not be added to your activity record.
{% endhint %}
{% endtab %}

{% tab title="Table View" %}

### 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.&#x20;

### Step-by-step instructions to add organization metrics via table views

1. Make sure your organization's Portfolio of Metrics is up-to-date.
2. Open the table view.
3. Add the Activity name to the first row. The actvity key will be automatically populated.
4. Use the drop down field to select a metric. The metric key will be automatically populated.
5. Enter in the `planned_value`.
6. Additional metrics should be reported in additional rows.&#x20;

{% hint style="success" %}
**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_name`and `metric_key`. If you copy records, make sure to copy the key as well!
{% endhint %}
{% endtab %}
{% endtabs %}

### 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.&#x20;

{% tabs %}
{% tab title="Edit Activity" %}
Add implementation values via Edit Activity Modal

1. Open your **Edit Activity** Modal
2. Navigate to the **Metrics** tab.
3. All organization metrics assigned to the activity record are available under the **Organization Metrics** section.
4. Click the three elipses next to the metric that you want to update to open the edit option.
5. Enter in your implemented value.
6. Click save.
7. Repeat for other values.
   {% endtab %}

{% tab title="Table View" %}

### Add implementation values via table views

As mentioned above, all metrics have two inputs: `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.&#x20;

### Step-by-step instructions for adding implementation values via the Implementation table view

1. Open the **Implemented** tab.
2. Copy from the Metrics tab or manually enter the `activity_name`, `activity_key`, `metric_name`, and `metric_key`rows. The planned value will appear.
3. In the `implemented_value`field, input your value.&#x20;
4. Click save.

{% hint style="info" %}
The organization and programmatic metrics will both appear once they have been added to your activity record in the table views.&#x20;
{% endhint %}

{% endtab %}
{% endtabs %}

## 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

{% tabs %}
{% tab title="Edit Activity" %}

### Add organization metrics via Edit Activity Modal

All metrics have two inputs: `planned_value`and `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.&#x20;

1. Open your **Edit Activity** Modal
2. Navigate to the **Metrics** tab.
3. Navigate to the **Programmatic Metrics** section.
4. Select the appropriate Pact name. A button will appear that says Add Metrics.&#x20;
5. Click 'Add Metric' Button. All of the metrics associated with the Pact will appear
6. From available list, check the box to select metric(s) and add the `planned_value`. The `planned_value` indicates the intended target will be achieved by the end of the period of performance for this activity.&#x20;
7. Click Save.

{% hint style="info" %}
Metrics must have a planned value. If you leave the planned value field blank, the metric will not be added to your activity record.
{% endhint %}

### Dig in! Interactive Tutorial

{% @arcade/embed flowId="6MxfrpECKfhZpOA9puGY" url="<https://app.arcade.software/share/6MxfrpECKfhZpOA9puGY>" %}
{% endtab %}

{% tab title="Metrics Table View" %}

###

{% endtab %}
{% endtabs %}