Plan Metrics

Audience

Audience: Administrators & Read/Write Users Edition: Enterprise

Overview

Plan metrics allow your team to model towards a goal (e.g Headcount, Budget, FTE count, etc.).

You can track plan metrics using the Plan Dashboard, in order to measure the distance to a defined target.

Creating New Metrics

The Headcount metric is automatically included when creating a plan. Your administrator can create and update custom metrics by creating static formulas in the Fields and Formulas editor.

Any fields used when creating custom metrics must be added to the Editable Fields section of the plan. Otherwise, this metric may not appear as expected.

Managing Metrics

Metrics are managed using the Create Metrics dialog. The dialog can be access from the Plan Dashboard (by clicking on the icon at the top of the Plan Metrics table) , or when creating a new plan.

Adding Metrics

To add a new metric to the Plan Dashboard:

Launch the Create Metrics dialog.
Click on the button.
Select a metric using the Select Field dropdown. If the metric you are looking for is not listed, contact OrgChart Support for assistance in creating custom metrics using the Fields and Formulas editor.
Optionally, set a Target Value for the metric.
Click Save.
Click on the icon (to the right of the Last Sync Date) in order to sync the plan with the source data.
Important
Always sync the plan with source data, if you are adding a new metric based off of a recently added custom formula. This is how the plan will obtain the Start value in order to calculate the distance to the Target.