To modify the order of measure:
- From the Strategies page, navigate to the appropriate node and click on it.
- On the Details pane for the node, click the Edit button.
- Click the Measures tab.
- Click the [Add Measure] link.
- On the General tab, enter the following information:
- Name
- Owner
- Currency
- Variance Calculation: Variance = Actual - Plan or Variance = Plan - Actual.
- Display Variance & % Variance as Positive numbers.
- Click Save.
- Select the Data Source tab.
- On the Data Source tab, select how Plan Data and Actual Data should be calculated. Select from Manual, Computed, Project Metrics, Project Finances, or Unspecified.
- If you selected Computed, enter the formula.
- If you selected Project Metrics, enter the aggregate metrics, metric type family, metric type, metrics aggregation, and metrics operation.
- If you selected Project Finances for Plan Data, you can select Current Plan Total or Original Budget Total for projects using a dual view finance template. For projects using a single view finance template, you can select Snapshot -Default or Snapshot - Most Recent. If you selected Project Finances for Actual Data, you can select Locked Total or Locked and Unlocked Total for projects using a dual view finance template.
Under the Project Finances Calculation Details section, select a finance category and the type of operation (Sum, Average, or Cumulative). When Cumulative is selected, the data shown for each month is the cumulative sum of all previous months.
Working with the Strategy Nodes
Specifying Measures for Strategy Nodes
Modifying the Order of Measures
Setting Status Indicators for Measures
Editing Data for Measures
Viewing the Strategy Reports
Associating Programs to a Strategy Node