Enter Data into a Scorecard Metric

A Scorecard Metric is used to "score" items on a rating scale. When a value is selected for a scorecard metric line item, it is "scored" using a discrete value that is set up when the metric template is created. Organizations often use this kind of metric against incoming Ideas to create some type of objective scoring method to determine which projects they will or will not do. The actual scoring can be anything from complexity of the project to cost and / or ease of implementation.

See Create a Scorecard Metric Template for information on creating these templates (administrators only).

Note: Metric is a replaceable term in PowerSteering. Your organization may use a different label to represent metrics on your site.

Note: PowerSteering users require the "Update Metric Numbers" Project Tasks permission to enter numeric data into a Metric. Also, they require the "Update Metric Tags" and the "Update Metric Custom Fields" Project Tasks permissions to edit Tag/Custom Field data on a Metric.

To enter data into a Scorecard Metric:

1. Navigate to a Scorecard Metric:

   

   Click to enlarge.

2. Click the Edit Table button to enter "Edit Mode":

   

3. Select scores for the line items using the drop-down menus of unlocked (yellow) cells:

   

   Note: White cells are locked from editing. Contact someone with the "Lock Metrics" Project Tasks permission to unlock them for you if you need to enter information.

4. Click the Save Changes button to save your new values:

   

   Caution: Clicking on Cancel will discard all of your changes.

After clicking Save Changes, your scores will be saved. You can also view the score total if an administrator has added a "Calculated Line Item" on the Scorecard Metric template: