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?
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.
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.