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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 goal Outcome or sub goal Progress Tracker on that project.

Public versus Private

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

This means that your Project Colleagues can

  • See progress towards those goals Outcomes and sub goalsProgress Trackers

  • Log progress towards those goals Outcomes and sub goalsProgress Trackers

Changing a goal or sub goal 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 Goal, Participation Goal and Sub Goal 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 Outcome GoalsOutcomes.

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

  • Add Goals means that people can add or remove the Outcome Goal’s sub goals 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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