Project Metrics and Assessment
ClayHR allows you to create assessment metrics to evaluate the performance, quality or effectiveness of an ongoing project.
How to create Metrics
- Go to the “Projects” module and select “All Projects.”
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- A list of all the projects will be displayed, and selecting a particular project will open its details. Click on the “Assessments” tab within the project to create metrics for that project.
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- Under the Assessments section, there are 2 sub-tabs namely: Metrics and Assessments. Select the “Metrics” tab, to view existing metrics and the “+Add Metric” button.
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- Click on the “+Add Metric” button, a pop-up will appear to add the metrics details.
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- To proceed, the user must provide the details such as the metric name, description, and select an appropriate assessment scale for that specific metric.
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- Go to the gear icon and select “Goals & Performance Management” to create the assessment scales. Then click on the “Assessment Scale” tab to create the assessment scales according to the requirements.
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- Click on the “Save Metric” button to save the metric.
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- The saved metrics will now be visible on the “Metrics” home page.
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How to add Assessments
- Click on the “Assessments” tab to create new assessments or view the existing ones.
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- Click on “+Add a new Assessment” to create a new assessment. A pop-up will appear to add the details.
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- The metrics defined under the “Metrics” tab will be available in the metrics dropdown. The user can select the appropriate metric for the assessment.
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- Depending on the selected metric, the Assessment visualization will appear as a Radio Button/ Dropdown/ Slider/ Text Box.
For eg: For the “Financial Progress” metric, the visualization type of the Assessment scale is set as Radio Button.
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For the “Overall Progress” metric, the visualization type of the Assessment Scale is set as TextBox.
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For the “Project Progress” metric, the visualization type of the Assessment Scale is set as a Slider.
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For the “Team Progress” metric, the visualization type of the Assessment Scale is set as a Dropdown.
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- Based on the provided examples, the Assessment Scale will appear and you can select the assessment accordingly. Save the assessment by clicking the “Save Assessment” button.
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- Once saved, the assessments will be displayed on the Assessments view page.
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