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    • Configuring project defaults
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# Configure Metrics

Metrics operates on the principle of establishing standards within your workspace. Organizations or project teams usually maintain standard lists for items like project statuses, reporting frequencies, and approved donor lists. By configuring Metrics defaults according to your M&E methodology, you can establish consistent methods for organizing information in your workspace.

# Configuring project defaults

In Metrics, we have an admin role that allows you to control who can edit and define project defaults while allowing project team members to view and select these in their projects.

To begin, click on the Metrics menu at the top of the app. This will redirect you to a project list. On this projects list, click on Configurations. After this you will see the following configurations:

  • Frequency
  • Level
  • Organization
  • Organization Type
  • Sector
  • Status

metrics-configuration-defaults

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Share your thoughts

Have any feedback? We’re curious to learn more about how project standards are managed in your organization. Here's what we're interested in:

  • Does the current list of project defaults reflect organization structures you’ve experienced?
  • Are there any project defaults missing?

Share your thoughts by using our Contact page. (opens new window)

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