KPI Metric Type Customization

Users select KPI Metric Types when adding or editing an Enterprise Release.

Enabling Planned vs Actual KPI Tracking allows users to set a target, for instance, the number of tests made, and keep track of progress. It is accessed by clicking to open an Activity on the Activities tab of an Enterprise Release.

If disabled, the KPI panel below will be hidden.

KPIs Type Panel

To enable planned versus actual KPI tracking:

  1. Go to Settings > Customization > Releases.
  2. Click KPI Metric Type.
  3. Click to select the Enable Planned VS Actual KPIs Tracking checkbox.
  4. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 


To add a KPI Metric Type:

  1. Go to Settings > Customization > Releases.
  2. Click KPI Metric Type.
  3. Click Add Field.
  4. Type the new KPI Metric Type in the Value field.
  5. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

To edit a KPI Metric Type:

  1. Go to Settings > Customization > Releases.
  2. Click KPI Metric Type.
  3. Click to select the KPI Metric Type.
  4. Click Edit Field.
  5. Edit the KPI Metric Type in the Value field.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort Manually

Sorting KPI Metric Types manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort KPI Metric Types manually:

  1. Go to Settings > Customization > Releases.
  2. Click KPI Metric Type.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the KPI Metric Type.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting KPI Metric Types by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Releases.
  2. Click KPI Metric Type.
  3. Click a column header.
    The KPI Metric Types will revert to their previous order when you click away from the Customization page.

Deleting a KPI Metric Type will not delete it from releases. But it will no longer be available when creating new releases.

To delete a KPI Metric Type:

  1. Go to Settings > Customization > Releases.
  2. Click KPI Metric Type.
  3. Click to select the KPI Metric Type.
  4. Click Delete Field.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Back to the top arrow

Was this article helpful?

0 found this helpful.