How do I edit metrics in tables?

Tables are a great way to make quick updates from consolidated views. Metric tables are available both within an individual activity record and within a parent pact or project folder. Tables use dropdown menus that adjust based on the context in which you’re entering data.

Create a new metric from a table view

To add a metric using the table, you will:

1. Select an activity record. This identifies which record you are linking the metric to.

2. Select a metric from the provided dropdown list. Remember, the list is dependent on where you are in the system. So if you are in a pact, you will be shown the associated programmatic metrics. If you are in you portfolio and you are a standard user, you will be show the organizational metrics.

3. Enter a planned_value.

Edit a metric from a table view

To edit an existing metric in the table:

1. Open the Metrics tab.

2. Select the row for the metric you want to update.

3. Enter the implemented_value and/or update the planned_value.