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Process documentationScoring

 

You can use this process to compare portfolio items or initiatives in a scoring model based on quantitative key performance indicators. This enables decision makers to make educated decisions on portfolio items or initiatives. For the aggregation of data, you can implement different scoring models.

The quantitative scores of a scoring model are retrieved either from portfolio item or initiative attributes or can be filled by results of questionnaires.

Based on questionnaires, you can use qualitative criteria to get numerical scores for risk, strategic fit, feasibility, and other types of soft data of portfolio items or initiatives.

Prerequisites

You have defined scoring models and questionnaires in the back end in Customizing for Portfolio and Project Management by choosing 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 and Define Scoring Models.

You have assigned scoring models and questionnaires in the front end.

Process

  1. As the bucket manager, you assign questionnaires and scoreboards for a bucket under Start of the navigation path Portfolio and Project Administration Next navigation step Portfolio Structure End of the navigation path. Open a bucket and go to Start of the navigation path Miscellaneous Next navigation step Field Service Configuration End of the navigation path.

  2. The system assigns the questionnaires and scoreboards you have chosen to each item or initiative within the bucket.

  3. From the item or initiative details screen, the project manager chooses a questionnaire.

  4. The system displays the table with the questionnaire results and their score.

Result

The system has calculated a score for an item or attribute based on a scoring model that you have defined previously in Customizing.