Table of Contents > Manager Metrics Reports

Manager Metrics Reports

Overview

Through the Manager Metrics Reports feature, GEMS users assigned to the manager role can create, download and print various metric reports. The Manager Metrics Reports cover a variety of topics including project management, monitoring and risk level topics. Each Metrics Report has multiple sorting and filtering options.

Figure 1 – Project Management Metrics

 

Topics:

Run Metrics

Download Metrics

Print Metrics

Create a Report from Metrics

 

 

 

 

Run Metrics

1. Select the desired metrics report from the Manager Menu. The corresponding metrics report screen will be displayed (Figure 1).

Figure 1 - Current Risk Status

 

2. Select zero, one or more filters located on the left side of the screen under the Manager Menu, Project Type View, ETA View and Fiscal Year. Upon selecting, the screen will refresh to display desired selections.

3. Select zero, one or more of the additional filters located above the results table, Geographically and Programmatically. Upon selecting, click the Go button to display the new results. The Geographically and Programmatically filters have finer levels of granularity and new options are added upon making a selection. These levels are also visible and accessible through the table by clicking on one of the column link headers.

4. Select the preferred sorting method from the Sorted drop down menu. Upon selecting, click the Go button to display the new results.

5. To view additional details on a row and column combination, click the numbered link in a cell. The GEMS Manager Project List pop-up will be displayed (Figure 2).

Figure 2 - GEMS Manager Project List

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Download Metrics

1. Select the desired metrics report from the Manager Menu. The corresponding metrics report screen will be displayed (Figure 1).

Figure 1 - Current Risk Status

 

2. Select zero, one or more filters located on the left side of the screen under the Manager Menu, Project Type View, ETA View and Fiscal Year. Upon selecting, the screen will refresh to display desired selections.

3. Select zero, one or more of the additional filters located above the results table, Geographically and Programmatically. Upon selecting, click the Go button to display the new results. The Geographically and Programmatically filters have finer levels of granularity and new options are added upon making a selection. These levels are also visible and accessible through the table by clicking on one of the column link headers.

4. Select the preferred sorting method from the Sorted drop down menu. Upon selecting, click the Go button to display the new results.

5. To download any currently displayed metric report, click the Download Data button. The File Download window will be displayed (Figure 2).

Figure 2 - File Download

 

6. Click the Save button. The Save As window will be displayed (Figure 3).

Figure 3 - Save As

 

7. Accept the default name or assign a new file name in the File name field. The Download complete window will be displayed (Figure 4).

Figure 4 - Download complete

 

8. To open the downloaded file, click the Open button.

9. To close the screen and return to GEMS, click the Close button.

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Print Metrics

1. Select the desired metrics report from the Manager Menu. The corresponding metrics report screen will be displayed (Figure 1).

Figure 1 - Current Risk Status

 

2. Select zero, one or more filters located on the left side of the screen under the Manager Menu, Project Type View, ETA View and Fiscal Year. Upon selecting, the screen will refresh to display desired selections.

3. Select zero, one or more of the additional filters located above the results table, Geographically and Programmatically. Upon selecting, click the Go button to display the new results. The Geographically and Programmatically filters have finer levels of granularity and new options are added upon making a selection. These levels are also visible and accessible through the table by clicking on one of the column link headers.

4. Select the preferred sorting method from the Sorted drop down menu. Upon selecting, click the Go button to display the new results.

5. To print any currently displayed metric report, click the Print button.

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Create a Report from Metrics

1. Select the desired metrics report from the Manager Menu. The corresponding metrics report screen will be displayed (Figure 1).

Figure 1 - Current Risk Status

 

2. Select zero, one or more filters located on the left side of the screen under the Manager Menu, Project Type View, ETA View and Fiscal Year. Upon selecting, the screen will refresh to display desired selections.

3. Select zero, one or more of the additional filters located above the results table, Geographically and Programmatically. Upon selecting, click the Go button to display the new results. The Geographically and Programmatically filters have finer levels of granularity and new options are added upon making a selection. These levels are also visible and accessible through the table by clicking on one of the column link headers.

4. Select the preferred sorting method from the Sorted drop down menu. Upon selecting, click the Go button to display the new results.

5. Click the numbered link in a cell from which to create a report. The GEMS Manager Project List pop-up will be displayed (Figure 2).

Figure 2 - GEMS Manager Project List

 

6. Click the Create Report button. The report for the corresponding selection will be displayed (Figure 3).

Figure 3 - GEMS Desk Review Summary Report

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