Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Software update: Wednesday 24th September 2025 7am - 7:30am

On Wednesday, we're updating EPortfolio & Engage, to introduce some improvements to existing features.
This update will require downtime.

Release notes can be found here for EPortfolio 
Release notes can be found here for Engage 



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How to create a metric

Becky Hackman
Modified on: Mon, 14 Apr, 2025 at 1:35 PM

  User Roles

This feature can be used by the following user roles:

  • Admin
  1. Click Metrics
  2. Locate the metric you wish to edit
  3. Click the three dots (⁝)
  4. Select View 
  5. Click Edit metric

Here you can edit the weighting, banding, max weeks, risk value and colour.

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