Create a threshold for a metric

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create thresholds for metrics and metric definitions to monitor performance. Thresholds serve as reference points based on specific criteria. Each threshold can be assigned a unique color and configured with conditions and subsequent actions.

    Before you begin

    Role required: sn_esg.admin, sn_esg.program_manager, or sn_esg.metrics_manager
    Note:
    Thresholds can be applied to quantitative metric definitions and composite metric definitions (CMDs). For both types, the Thresholds related list is only visible when the direction is set to Minimize or Maximize. If the direction is set to None or Milestone, the Thresholds related list is hidden.

    About this task

    Configure thresholds to define multiple performance levels, set specific ranges for each level, customize visual indicators, and configure automated actions that trigger when thresholds are breached. The threshold configuration supports both static values and dynamic percentage-based calculations.
    Important:

    Threshold evaluation does not apply to ad hoc metric data tasks. For more information, see Ad hoc metric data task limitations.

    Procedure

    1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Metrics.
    2. Open the quantitative metric definition or the composite metric definition for which you want to add thresholds.
    3. Select the Thresholds related list.
    4. Select New.
    5. On the form, fill in the fields.
      For a description of the field values, see Metric Threshold form fields.
    6. Select Submit.
      • If the threshold configuration validation is successful, the threshold is saved and becomes active based on the configured settings.
      • If validation errors occur, the system displays error messages indicating the specific field and recommended actions. Review these messages and correct the issues before resubmitting.
      The configured threshold is now active for the metric. When the Enable threshold breach monitoring check box is selected, the system monitors metric values and immediately triggers the specified actions when threshold levels are exceeded. Metric values are displayed with the appropriate color indicators in dashboards and reports.

    What to do next

    To add custom actions that trigger on threshold breach, see the How to Add Custom Actions on Threshold Breach in GRC Metrics [KB3072359] article in the Now Support Knowledge Base.