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You can edit a project’s Strategy

Metrics are added to a project’s strategy in several ways:

  1. Manually - when you click Choose from library to add a specific Progress Tracker or Outcome to a project (as described in this article)

  2. When you add another strategy to this project - the Progress Trackers and Outcomes in that other strategy will now be added to your project

  3. When you add a survey to a project - the Progress Trackers and Outcomes in that survey will now be added to your project

Steps

  1. Go to the Project page

  2. Select More Options from the cover section

  3. A dropdown menu appears

  4. Select Project Metrics

  5. You arrive on the project’s Strategy page

  6. Press the Edit Goals button

  7. You arrive on the Edit Project Strategy page

  8. From here you can

    1. See which Strategy Templates each Progress Tracker comes from

    2. Reorder the Progress Trackers within each stage

    3. Remove a Progress Tracker from the project’s Strategy (note that it will still appear on the Project Page if stories have been created that tag progress against that Tracker)

    4. Add additional Progress Trackers to the project

  9. Once you have made your changes, press the Save Changes button

  10. You arrive on the Project Targets page

  11. You must scroll to the bottom and press Save in order to completely save changes to the project

  12. You arrive on the Project page

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