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Assign Metrics (formerly called Assign Goals) allows Project Managers to assign particular project goals and sub goals to specific Project Reporters.

Info

Project Managers and Organisation Admins have automatic visibility of all goals and sub goals on a project. They can also log progress towards any Outcome or Progress Tracker on that project.

Public versus Private

By default all of your project Outcomes and Progress Trackers are public.

This means that your Project Colleagues can

  • See progress towards those Outcomes and Progress Trackers

  • Log progress towards those Outcomes and Progress Trackers

Changing an Outcome or Progress Trackers to private means that only the people marked as Assigned to that goal will be able to see progress and log progress.

Assigned versus Not Assigned

By default, all Project Reporters are assigned to every Activity Tracker, Attendance Tracker and Multiple Choice Tracker, Achievement Tracker and Numerical Tracker

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View Only versus Add Goals

By default, all Project Reporters have View Only access to Outcomes.

  • View Only access means that people can see an Outcome but they cannot add or remove its sub goals on this project

  • Add Goals means that people can add or remove the Outcome’s Progress Trackers on this project

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Steps

  1. Launch the My Apps ribbon

  2. Select Projects

  3. Find the project whose goals you want to assign to specific people

  4. Select More Options

  5. Select Assign Goals

  6. You arrive on the Assign Goals page

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