Assign Project Metrics to Colleagues (Outcomes and Progress Trackers)

Owned by Matt Kepple
Last updated: Dec 13, 2024
2 min read

You can assign specific metrics within a project to particular colleagues who have been added to that project.

  • This means that only those users will have permission to create stories that tag progress towards those metrics.

Project Managers and Organisation Admins have

  • automatic visibility of all outcomes and progresa trackers on a project.

  • and can also log progress towards any Outcome or Progress Tracker on that project.

How it works

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

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

Steps

  1. Launch the My Apps ribbon

  2. Select Projects

  3. Find the project whose Progress Trackers and/or Outcomes you want to assign to specific colleagues

  4. Press the More Options button for that project. (In Cards view it appears as a cog icon). A sub menu appears .

  5. Select Assign Goals

  6. You arrive on the Assign Goals page

    1. There is a

      1. column for each Outcome and Progress Tracker on that project

      2. row for each type of colleague or individual colleague