Metrics (via Portfolio)
Last updated
Last updated
IN THIS ARTICLE
Within a workspace portfolio, users can curate a custom list of metrics and set organization-wide targets. These targets can then be assigned to individual activity records, enabling progress tracking throughout the implementation period. Metric summaries are available on overview pages across multiple levels—Activities, Sections, Project Folders, and the Organization—offering a clear snapshot of progress toward goals.
In FieldDoc, users can activate automated modeled outcomes and assign non-automated metrics to their individual activity records. This approach broadens the amount of analysis, measuring, and reporting that can be accomplished through the system. The standardization ubiquitous across components of FieldDoc makes metric tracking possible at all scales: within an organization, within a project, within a Pact, but also across an entire funding program or grant opportunity. Let's take a closer look.
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.
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.
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