OrgChart Now Help Guide

Plan Metrics

Audience

Audience: Any User Edition: Enterprise & Premium

Overview

You can track plan various metrics using the Plan Dashboard (e.g. Headcount, budget, or FTE count). Plan metrics allow your team to model towards a goal.

Creating New Metrics

The Headcount metric is automatically included when creating a plan. Your administrator can create and update custom metrics using the Fields and Formulas editor.

Managing Metrics

Metrics are managed using the Create Metrics dialog. The dialog can be access from the Plan Dashboard (using the Gear icon at the top of the Plan Metrics table), or when creating a new plan (using the Manage Metrics button located in the Metrics & Data Visualization tab within the Plan Builder).

Plan_Metrics.png
Adding Metrics

To add a new metric to the Plan Dashboard:

  1. Launch the Create Metrics dialog (See Managing Metrics section above).

  2. Click on the "+ Metric" button.

  3. Select a metric using the Select Field dropdown. If the metric you are looking for is not listed, talk to your administrator about creating custom metrics using the Fields and Formulas editor.

  4. Optionally, set a Target Value for the metric.

  5. Click on the OK button.

Removing Metrics

To remove a metric from the Plan Dashboard:

  1. Launch the Create Metrics dialog (See Managing Metrics section above).

  2. Click the close_details.png associated with the metric you want to remove from the Plan Dashboard.

  3. Click on the OK button.

Setting a Target Value

To set or update a target value for a metric:

  1. Launch the Create Metrics dialog (See Managing Metrics section above).

  2. Set a Target Value for a metric.

  3. Click on the OK button.