Can I link a milestone to a metric

Updated on September 26, 2017 in Initiatives
5 on July 27, 2016

I’ve got a couple of metrics that are project dependent and I would like to link them to milestones in Strategic initiatives, can this be done automatically?

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3 on July 27, 2016

You can link the two things as ‘Related Items’ but there is no way to link them so one automatically updates the other.

To link them as Related Items, go to the metric in Balanced Scorecards and scroll down the information panel you will see a blue button called “Add Related Items”. Click on it an select Strategic Initiative.  This will bring up a dialogue box with the organisation tree in it. Find the Strategic Initiative in the tree and select it.  the Strategic Initiative will now appear as a link in the Related Items panel so you can go to it direct.

When you are looking at the Strategic Initiative, if you go to the sub-menu at the very top of the page (next to the main navigation drop-down menu), click on it and select Related Items, a link to the metric will appear to allow you to quickly navigate back to it.

on July 27, 2016

Hi thanks.  that seems a bit limiting, you would think there would be a tighter relationship between the two objects.  It would be great if you could update one and it updated the other.  Ah well!

on July 27, 2016

This are is being looked at. It is recognised as a bit weak.  At the user conference last year there was mention of a complete revision of this area due in version 3 which should be available at the beginning of next year.

on July 27, 2016

Thanks, that is good to know.  We have been using QuickScore for a while now so I think we will still have it next year!

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0 on September 26, 2017

Hi Vadim, in V3.1 you can make physical metric links from Projects/Initiatives to a scorecard. Thereisa a special function that can be found as a ‘calculated value’ when creating a metric that can draw from an Initiative.

For example, you can set the value to ‘Remaining Budget” or “Percent Achieved” or several other values.  You can find the function description in the Calculated Measures User Guide.

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