Metrics are used to present budget calculations based on the metrics defined by your organisation.
Source of Data
Metrics data is drawn from the metrics and metrics categories which are defined within the budget of your projects. Metrics are linked to chart of accounts so as to provide a standard structure for metric calculation. In the example below, two categories have been created, and several metric calculations have also been created. When a project budget is created, these defined metrics appear beneath the budget details.
Template View
The template allows you to select the chart of accounts where your metrics calculations have been defined, and the specific metrics that you wish to include in you document. Note that multiple metric categories may be selected
Document Edit View
The document author is presented with each of the metrics which have been defined within the budget, and selected in the template design. Additional metrics may be selected, and budget versions can be added for comparison purposes. Metrics may be selectively shown of hidden, and column headings may be changed if necessary.
Document Output View
The output document closely resembles the view displayed when the document is being created. Note that column headings have been amended, and the metrics which were removed from view are not displayed in the output document.
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