Scoreboard

With this function 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. 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.

You navigate to the scoreboard in one of the following ways:

Via a review: Go to the Reviews dashboard and select a review to display the Review Details screen. Choose the Items view and then the Scoreboard pushbutton. You get to the Scoreboard screen.
Via a what-if scenario: Open a what-if scenario (see Usage of What-If Scenarios). On the What-If Scenario Details screen, choose the Scoreboard view.

Integration

Understanding Scoring Models and Questionnaires

The scoring models among the scoring model dropdown box 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:

Created the header for a scoring model including the name and purpose of the model
Selected attributes to be included as criteria for the model
Assigned weight to the criteria
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.

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.

Prerequisites

For more information about the prerequisites for using scoring models, see Scoring.

Features

When you select a scoring model from the list, the scoreboard displays more information for each of the projects. You can then also use the function Display Weighted Score Calculation.

Once a scoring model has been selected, you must select which items to include into the scoring model.

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.