Metrics
IN THIS ARTICLE
With metrics, users can track progress toward implementation goals. This article examines the process for adding and tracking progress toward stated outcomes.
Metrics
In FieldDoc, each activity record can have associated metrics. There are two types of metrics. Automated metrics model outcomes. Manual metrics can be attached to activity records from curated lists. The most common lists are associated with a pact. This flexibility expands what you can analyze, measure, and report through the system. Because FieldDoc standardizes data across every component, you can track metrics at any scale—from a single project, to an organization-wide initiative, to participation in a funding program that spans many partners.
Let’s take a closer look at the manual metrics.
`Planned_Values` & `Implemented_Values`
Non-modeled metrics each have two input fields: planned_value and implemented_value. These values track both the goal and the progress toward that goal. Inputs to each field are manually entered by FieldDoc users.
Edit activity modal view of metrics
Overview view of metrics
'planned_value'
The proposed outcome, or target goal, that will be achieved at the end of the performance period.
This is a number field. This field is typically set when a record is created and remains the same.
'implemented_value`
The amount implemented to date.
This is a number field. This field is typically updated during reporting periods, with the final implementation report displaying the final implemented value.
Enter your metric values
Metrics can be entered from within an activity record or from table views within Project folders or Pacts. Both options have benefits, and our team recommends choosing the pathway that you feel most comfortable with using.
Step-by-step instructions
Open an activity record's Edit Activity modal.
Navigate to the Metrics tab.
Under Programmatic Metrics, select the Pact within which you want to add Metrics.
Click + Add Metrics. A list of all metrics associated with the Pact appears.
Select all metrics that you want to add to the record. You must enter in a
planned_valueinto the provided field in order to the metric to save.All selected metrics will appear in the metrics view with their
planned_value.
Dig-In! Hands-on tutorial to add metrics via Edit Activity modal
Step-by-step instructions to add a metrics via table view
These instructions are designed for users working within a Pact view.
Once you have added all of your activities to your Pact, follow the steps below to enter planned metrics using the Metrics tab:
Navigate to the Metrics Tab Open your Pact and click on the Metrics tab. This will display the metrics table view.
Add a New Row Click “+ Add Row” to begin entering metrics.
Select the Activity In the first column, choose the corresponding Activity from the dropdown. Each row should be tied to one activity.
Select the Metric In the next column, use the dropdown to select the specific metric you want to track for that activity. Each row should include only one metric.
Enter the Planned Value Input the planned value (numeric) in the appropriate field. This represents the amount you plan to implement for that metric.
Add Additional Metrics If an activity includes multiple metrics, click “+ Add Row” again and repeat steps 3–5. Use the same activity, but select a different metric for each additional row.
Add Metrics for Other Activities Repeat the process for each additional activity in your Pact.
💡 Tip: Each row in the metrics table should represent a single activity/metric pair. This structure ensures your metrics are clearly linked to specific implementation activities.
Dig in! Hands on tutorial for entering metrics and planned values from the Pact Metric table view
Enter implementation progress for metric values for reporting
Step-by-step instructions
Open an activity record's Edit Activity modal.
Navigate to the Metrics tab.
Under Programmatic Metrics, select the Pact within which you want to add Metrics.
Click the ellipses next to the metric that you want to update. A pop up with
planned_valueandimplemented_valuefields appears.Enter in the
implemented_value. Click Save.The saved metrics will appear in the metrics view with their
planned_value. The progress will be displayed in the grid view and rolled up within all overview dashboards.
Dig in! Step-by-step tutorial for reporting implementation via Edit Activity modal
Step-by-step instructions to add a metrics via table view
These instructions are designed for users working within a Pact view.
Once you have added all of your activities to your Pact, follow the steps below to enter planned metrics using the Metrics tab:
Navigate to the Metrics Tab Click on the Metrics tab. This will display the metrics table view.
Find the activity and metric that you want to add or update an implementation value. Each metric will have its own row, meaning that you may see multiple rows for each activity.
Enter in the `implemented_value` Values must be numeric.
Repeat.
Dig in! Hands on tutorial for reporting implemented_value via pact table views
Types of non-automated metrics
Organizational Metrics (standard plan)
Standard users can create a custom list of metrics that are important to their organization. After making this list, you can set targets for each metric. These targets will show up in the organization view.
As you add activity records to your portfolio, you can link them to your organization’s metrics. During the project timeline, you can track your progress toward each goal at the activity level. That progress is then added up and shown at higher levels—like Section, Project, and Organization views.
For example, if an activity is part of a Section and a Project, its contribution to a metric will count toward the totals for the Section, the Project, and the Organization. This makes it much easier to track and share progress on big goals, like the number of trees planted or the number of miles of stream restored.
There is a lot of information to explore on how to set up and track your metrics.
🌱 Learn More: Metrics - Organization
Programmatic Metrics (all plans)
Program Managers can create a custom list of metrics that are important to their funding program and organization. After making the list, any user that has assigned activity records to a Pact in that Funding Program can add the metrics to their activity record and set a target outcome. The targets will show up in the Pact Overview view.
As grantees progress in their work to meet their funding requirements, they can track progress toward implementation for the programmatic metrics within their activity record. That progress is added up and shown on the Pact overview page. All of the Pacts within a Funding Opportunity will roll up and provide an overview of progress toward larger goals, such as Blueprints or Business Plans, for an entire funding program. The process allows Funding Program Managers to:
Align their priorities with individual awards
Track the geospatial and quantitative impact from standard views
Track implementation progress and measure progress toward program goals through a verifiable source.
🌱 Learn More: Metrics - Programmatic
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