Setting up metrics for ArcGIS Hub projects

[RohitSharma-1]

Project Metrics

Metrics matter for project tracking 
Metrics play a key role in tracking the efficacy of projects by offering transparent, data-driven insights. ArcGIS Hub Premium customers can configure metrics to track and share progress towards meeting project goals.  

Whether you are managing spatial analysis projects, monitoring workflows, or communicating progress to stakeholders, having clear, structured metrics helps ensure everyone is on the same page. Metrics allow teams to track progress against objectives, make data-informed decisions, and support improved project outcomes. 

Creating metrics in the project's workspace 

Step 1: Understanding metric sources 

There are two main approaches to setting up metrics within ArcGIS Workspace: 

1. Static Sources: Metrics that pull from data points that do not frequently change. These are ideal for long-term, high-level tracking. 
2. Dynamic Sources: Metrics that constantly update based on real-time or frequently updated data. This is useful when monitoring ongoing processes such as project updates, changes in field conditions, or real-time datasets. 

Step 2: Creating a metric 

To create a metric for a project, you need to be in the project workspace, the place to edit details, view a dashboard summarizing usage, add collaborators, and more: 

1. Navigate to your project’s workspace: select the Edit button from the live view of the project. 
2. Go to the Metrics pane. 
3. Select Create New Metric. 
4. Choose whether your metric will be based on a Static or Dynamic source: 
5. For Static metrics, manually input the data source (e.g., a historical dataset or predefined criteria). 
6. For Dynamic metrics, link the metric to a Feature Layer that auto-updates (e.g., real-time monitoring or field survey results).
7. Customize your metric's name, description, and parameters. Be sure to clearly define what the metric represents to ensure transparency and clarity among users. 

Step 3: Setting up internal-only metrics 

For projects that require internal review before public dissemination, you can set up metrics that are visible only to specific team members. Here's how:  

1. Keep metrics hidden: You can keep metrics hidden so that they are only visible to the project owner and collaborators. 
2. Limit project workspace access: Metrics will match the sharing level of a project. This means that collaborators, and members of edit or view groups added to the project, will be able to view the metrics (whether visible or hidden). 

Step 4: Making metrics visible to a broader audience 

You may want your metrics to reach a wider audience, including external stakeholders or the public. Here's how to manage that:  

1. Feature metrics: Project editors can control which metrics appear on project view and which are only visible in the workspace (hidden). You can feature up to four metrics to appear on the live view of a project. 
2. Make the project public (if appropriate): Metrics will match the sharing level of a project. So, if the project is public and the metric is featured, it will be publicly visible. 
3. Optimize project visibility - You can showcase projects on a Hub site for staff and/or community members to discover. Add projects to a gallery card and share them with the site (content group) for visitors to search. For more information. Please refer to: https://doc.arcgis.com/en/hub/initiatives/use-projects.htm

By customizing metric visibility (feature or hide), setting up the appropriate level of project sharing, and providing site visitors with multiple ways to reach your projects, you can make your metrics as widely available or as secure as needed.