Edit Metric Template Line Items

Once a metric template has been created, the configuration for each line item can be changed.

Note: If you make changes that might affect worksheet data, the worksheets associated with the metric template may need to be recalculated. See Recalculate a Metric Template for more information.

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 you want to edit line items for.

3. Click Spreadsheet

Click Spreadsheet

  • Click the Spreadsheet tab.

4. Click Edit

Click Edit

  • Click Edit.

5. Edit Line Items

Edit Line Items

  1. Edit line item information as necessary.
  2. Click Submit.

6. View Line Items

View Line Items

  • View updated metric template line items.

Caution: New Metric line items will be unlocked when first added to a Metric, even if that Metric view is completely locked. You will have to manually lock any new line items added to a Metric template.