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Function documentationQuestionnaires

 

Here, you can see an overview of the questionnaires that have been selected for the bucket and are associated with the current item or initiative. You can search and answer the selected questionnaire or check the score.

You navigate to the questionnaires from the dashboard for Portfolio Items or Portfolio Initiatives as follows:

  1. Select an item or initiative.

  2. On the Deliverables view, choose the Questionnaires subview.

  3. Select a questionnaire. The questionnaire details are displayed.

Integration

Understanding Scoring Models and Questionnaires

The scoring models among the scoring model drop down menu have been previously defined by the administrator. The administrator defines the scoring models for all items or initiatives. Attributes that are available to the portfolio items or initiatives (global attributes) may be used in the model.

Previously, the administrator

  1. Created the header for a scoring model including the name and purpose of the model

  2. Selected attributes to be included as criteria for the model

  3. Assigned weight to the criteria

  4. Saved and published the model to make it available for use in the system.

These are the origins for the choices in the scoring model drop down list.

For more information about scoring models, see Scoreboard.

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 administrator 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 administrator selects a scoring model for a particular review. When a scoring model is selected for a review, all the items or initiatives 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.

Prerequisites

You have defined questionnaires in Customizing for SAP Portfolio and Project Management under Start of the navigation path Portfolio Management Next navigation step Global Customizing Next navigation step Process and Service Settings Next navigation step Define Questionnaires End of the navigation path.

Activities

Working with Questionnaires

  1. To open the questionnaire, click the name of the questionnaire.

  2. Complete the questionnaire.

  3. Choose Save to commit the answers to the database and update the score. Choose Reset to clear the answers. Choose Cancel to return to the dashboard without saving the answers.

Score Information

Choose Score Info to get the score and the weighting used to calculate the score.