Here, you can select a Scoring Model from the drop down list; and view the scores for project Items related to a set of reviews in a particular bucket.
Scoreboard features:
Feature |
Description |
Scoring Model drop down list |
Allows selection of desired scoring model from the list. |
Type |
Displays type of project for each Item in this Review. |
Name |
Displays project/item name and link for each Item. |
Structure |
Displays portfolio bucket name and link for each project/Item. |
Show All Rows Icon |
Click to show all rows |
Export to Excel icon |
Click and follow instructions to Export to Excel. |
Feature |
Description |
Scoring Model drop down list |
Continues to allow selection of desired scoring model from the list. |
Type |
Displays type of project for each project in this Review. |
Name |
Displays project name and item link for each project. Click link to view item details |
Structure |
Displays portfolio bucket name and structure link for each project. Click link to view structure details. |
Actual Costs (value) |
The header displays the total value sum in parentheses. Each line displays proportional actual costs associated with that particular project. |
Actual Demand (value) |
The header displays the total value sum in parentheses. Each line displays actual demand associated with that project. |
Expected Commercial Value (value) |
The header displays the total value sum in parentheses. Each line displays the expected commercial value associated with that project. |
Score (value) |
The header displays the total value percentage (100). Each line displays the derived score value for the particular project displayed. |
Change Table Display link feature |
This feature allows the user to hide or show columns in the scoring model. It also allows the user to change the column position, for example to move the first column to become the last column. |
How is the Review Score Calculated link |
This feature links to the Weighted Score Calculation window, which provides an explanation of how the score calculation is made, specific to the model you have chosen. |
Once the items have been selected for the scoring model the resulting scores will determine a ranked list among the items. This ranked list will serve as the prioritization. Results are saved for later viewing.
The Scoreboard allows the Portfolio Manager to compare all or a subset of portfolio items against each other according to some selected common criteria called attributes. A portfolio item has these attributes. Also, a portfolio item attribute has only one value per attribute.
Understanding Scoring Models and Questionnaires
The Scoring Models among the scoring model drop down menu have been previously defined by the Portfolio Manager. The Portfolio Manager defines the scoring models for all items. Attributes that are available to the portfolio items (global attributes) may be used in the model.
Previously, the Portfolio Manager:
These are the origins for the choices in the Scoring Model drop down list.
Questionnaires are designed with categories, questions, answer ranges, and weights assigned to answers. The total sum of all the weights of all the questions should equal %100. After the portfolio manager does the ratings, the questionnaire can be used in portfolio or strategic reviews. These questionnaires and their weightings directly inform the scoring model. There is a 1:1 correspondence between the weightings assigned to the questions/answers. Those same percentages are used in the scoring model.
The Portfolio Manager selects a scoring model for a particular review. When a scoring model is selected for a review, all the items that are participating in the review will be defaulted for the scoring model. They become part of a set. They are the set whose values are compared against each other to become the score values viewable in the pop-up window.