Edit Metric Template Settings

The metric template Summary tab provides a high-level view of template settings. These settings can be edited when necessary.

Note: Only PowerSteering administrators and users with the "Metric Template Administration" Context permission can create new Metric Templates and edit Metric Templates that they created themselves. Users with the "Edit" Metric Template permission can edit other Metric Templates if they have been added as one of the template's administrators on the Basic Info tab.

1. Click Metrics

Click Metrics

  1. On the Icon Bar click the Admin button.
  2. Click Templates to expand the menu, then click Metrics.

2. Select Metric Template

Select Metric Template

  • Click the name of the metric template that you want to edit.

3. Click Edit

Click Edit

  • Click Edit.

4. Edit Settings

Edit Settings

  1. Select the Basic Info, Display or View tabs to edit template settings.
  2. Edit settings as necessary.

  3. Click Submit.

For more information about the Delegate Owner and Team Members tabs, see Delegate the Owner of a Metric Template and Edit Metric Template Team Members.

5. View Metric Template

View Metric Template

  • View newly edited metric template.