Project Metrics & Requirements

For this tutorial, we will be entering both the Metrics and the Requirements for a project.

The metrics for a project are typically found detailed in the Project performance agreement, or may also be found in a previously completed EDOiQ forecast, Economic Impact Analysis, or other supporting documentation.

To enter Metrics for a project.  Open Projects from the left nav.  Click on the desired project and the center column should default to the metrics view.  To add project metrics select a metric type from the drop down menu and click the plus icon.  Select the corresponding year for the value, and enter the forecasted number for the metric.  If the actual number is known for the selected year, enter that value in the actuals, otherwise leave it blank and click the save button.  For ease and convenience of entering multiple years of metrics.  Users can use the copy icon next to a metric which will create a new metric for the next year, and bring over the previous years values.  Edit these values as desired and click save.   To edit an existing metric, such as when wanting to enter an actual on a metric.  click to expand the metric, and click the edit icon for the desired entry.  Please note, some metrics such as FTE Equivalent are cumulative.  Meaning the forecast number for the most recent year is the total for the project. In this example, the number of forecasted employees increases each year to a total of 10.  Other metrics are summative such as ad val tax revenue, where all years are counted into the total.

Also, some metrics are revenue, others expenses… and some are just numerical values for reporting purposes such as employment numbers, etc.   If you have questions regarding specific metrics, or would like a metric added to the system, please reach out to us for assistance.

Next, we will be adding Requirements to a project.  Click requirements at the top of the center column of the project.  There are two types of requirements available for projects.  These include incentives and tasks.  These are typically defined and detailed in the project performance agreement.

 To add an incentive to a project, click the dollar sign icon.  Give the incentive a name, select the type of incentive being offered, the due date, or date the incentive is likely to be paid.  Compliance date is there in cases where needed but is not required.  For incentives that have yet to be paid, leave the completed date blank and add the target, or anticipated dollar amount of this incentive, and add any additional description desired.  If the incentive has already been paid, or when updating an existing incentive, add the completed date, and actual amount of incentive paid and click the save button.

To enter tasks, click the clip board icon at the top right and enter the following details.  The task name, the type of task.  Most tasks would be recorded as work tasks, such as verifying a certificate of occupancy.  Users can also assign numeric values to tasks such as jobs added or currency values such as capital invested, however, these numbers are not recorded for reporting purposes.  Additional fields include the due date for the task, compliance date if desired, and a description.  When editing an existing task, or when entering a task which has already been completed.  Add the completed date and click the save button.

 Tasks can also be associated directly to an incentive.  By clicking the plus icon, the system allows a task to be created and is shown “nested” under it’s corresponding task.

The system allows users to create a copy of existing tasks or incentives by clicking the copy icon on the right of the desired task or incentive.  Tasks and incentives can also be deleted by clicking the corresponding x icon to the far right of their name.

In the list of requirements, Note the color status icons which indicate whether an item is pending, completed, and past due.  Also note, that the due dates assigned to requirements will trigger email notifications to be sent to all Users subscribed to the project, as dictated by the notifications policies set up by system administrators.

Associating Contacts / Properties to a Project

Creating relationships between objects in EDOiQ is an integral part of the collaborative nature of the product   To create these relationships to a product, click project in the left navigation, and open an existing project.  In the right column, it is possible to associate contacts and properties to the project.  For instance, to associate a contact to the project, begin typing the name of the contact you wish to associate to the project.  The system will present a list of contacts matching the typed info.  If a contact doesn’t exist in the system yet, users can add a new one by clicking the plus icon and adding the new contact.  The same functionality is followed for associating properties as well.

Adding Users to a Project

To add new external users or “subscribers” to a project, click projects in the left navigation and select an existing project from the list.  Locate the users box on the bottom of the right column.  The users added to this section include access for any external stakeholders to view and interact with the project as well as any internal users desiring to receive notifications regarding the project such as task and incentive deadlines, documents added, etc.    To associate users, search for existing users in the text box and click their name, or if the user does not yet exist in the system, click the add button to add them. Users added in this manner will automatically assign them to the external user role and will only grant them the ability to view the project, add notes, and upload documents.

Adding Documents to a Project

EDOiQ allows users to manage and associate all applicable documents to a project.  To associate a document to an existing project.  Click project in the left navigation.  Select an existing project from the list and once on the project screen, find the documents box in the right column.  To add a document, either drag and drop the desired document to the box, or click the plus icon and browse for the desired document.  Once a document is chosen, select the type of document being uploaded from the list.  Any document type not specifically named or if it’s an amendment to a previous document uploaded typically falls under supplemental.  Once complete click the save button.  Please note that once a document is uploaded, the system will send a notification to all subscribers to a project that a document has been uploaded.  To view an uploaded document, click on the document name and to delete an associated document, just click the x icon next to the document name.