Roadmap Metrics: Adding Custom Attributes

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Article ID: 209733

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

Is there a way to display a custom attribute as a metric on the roadmap timeline view? If not, are there any work arounds? I want to add a custom attribute to the metrics list similarly to how you can add capacity as a metric, but I don’t see any of the custom attributes available in the metrics list.

Environment

Release : 15.8.1, 15.9, 15.9.1

Component : CA PPM PORTFOLIO MANAGEMENT

Resolution

It's possible to add custom attributes to the Metrics, that are number, percent or money types. Calculated attributes are only supported for out of the box attributes. (See Define Metrics for Roadmap Items for more details) 

To add a custom attribute:

  1. Create a new attribute on the Roadmap Item object using one of the supported data types. Ensure the attribute has an API Attribute ID.
  2. If you are currently logged into the New UX, log out and log back in
  3. Go to a Roadmap and then click on the Timeline view. 
  4. Click on View Options and select the custom attribute from the Metrics drop down
  5. You can manually add data into the attributes for each roadmap item