Where do I add metrics: on an activity record, a pact, or both?

Metrics are specific to activity records. The metrics added to individual activity records are rolled up and display on the parent overview page. Overview pages exist for pacts and nested folders.

For basic users who are using FieldDoc to apply to a funding opportunity, you will add your metrics once the activity record has been added to a pact. Only once an activity record has been linked to a pact can you access and select metrics from the list provided by the Program. We call these programmatic metrics.

Standard users can manage their own curated list of organizational metrics. Organizational metrics can be added to activity records from within the organization's portfolio.

How to add a metric

To add a metric to an activity record:

• open up the edit activity modal.

• Navigate to the metric tab.

• If there are metrics available to be selected, a button will appear that you can click.

• This will open up the list of available metrics.

• Add in the planned_value. If the activity is complete, add the implemented_value too.

All metrics should have a planned value.