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How to modify formulas in templates

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Overview

This document provides instructions on altering template formulas and reverting them if necessary while retaining metric values.

On this page:

Update the current template formula

  1. Go to the project tab displaying metrics.

  2. Click the Customize option.

  3. Modify the formula as needed, such as removing specific metrics or adjusting calculations.

  4. Save the adjusted template.

The app recalculates the score without losing previously selected metrics.

  1. Ensure accuracy by comparing updated metrics and scores with the originals.

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Duplicate template for testing

  1. Choose the project for testing.

  2. Access the Customize option.

  3. Create new template name, indicating it's for testing.

  4. Modify the formula as needed, such as removing specific metrics or adjusting calculations.

  5. Click Save as new template.

  6. Confirm that modifications to the duplicated template do not impact other projects using the original.

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