DT849 Evaluation criteria
DI022291 Criterion
ID of the evaluation criterion. Upon creation, the request number is generated automatically.
DI022292 Created on
When a record is created, the creation date is automatically entered here.
DI022293 Changed on
When a record is modified, the modification date is automatically entered here.
DI022295 Created by
When a record is created, the ID (code) of the logged-on user is automatically entered in this field. The creating user is also the owner of a record.
DI022296 Changed by
When a record is modified, the modification date is automatically entered here.
DI022302 Criterion name
Here, a name for the criterion is entered. For example strategic objectives, customer satisfaction.
DI022303 Criterion description
Here it is described, which factors the criterion contribution depends on.
Modifiable
- in the following modules:
- provided that the modifying user possesses the required rights
Example
- How large is the target market?
- 0 %: < 1 mio
- 25 %: 1 - 2 mio
- 50 %: 2 - 5 mio
- 75 %: 5 - 10 mio
- 100 %: > 10 mio
DI022311 Parent criterion
ID of the parent criterion
DI022363 Criterion name
Name of the criterion
Modifiable
- in the following modules:
- provided that the modifying user possesses the required rights
DI022545 Parent criterion name
For child criteria, this field is automatically filled with the criterion name of the parent criterion.
DI022752 Weighting
In this field you can define the importance of the evaluation criteria
Modifiable
- in the Objective Evaluation Criteria module,
- provided that the modifying user possesses the required rights
Details
- Values from 1- 10 can be entered. Objectives with a higher weighting have a larger influence on the objective contribution of the project.
- Weighting should only be carried out on the lowest level.
DI022982 Show portfolio evaluation
Here you can define whether an evaluation criterion will be taken into account in the evaluation of the objective contribution.
Modifiable
- in the Objective Evaluation Criteria module,
- provided that the modifying user possesses the required rights
Values
- - Evaluation criterion is approved and is allowed for in the objective contribution evaluation
- - Evaluation criterion is not approved and not allowed for in the objective contribution evaluation
DI025938 Year main objective
DI034381 Group
ID of the Group parameter. For description, see Group name.
DI034382 Group name
DI041717 Document
In this field you can create a link to a file.
Insert file
- Right-click on the Linked file field and select the Insert context menu command.
- Click on the Search button in the Insert hyperlink window.
- Select the required file and click on the Open button.
- Confirm with OK.
- Save.
Details
- It is also possible to directly insert files from, e.g., the Windows explorer or files attached to e-mails via Drag&Drop.
DI041718 Area
Code (ID) of the Area parameter. For description, see Area name.
DI057614 Area name
Description of the Area parameter. For description, see Area name.
DI057615 Area name
Name (incarnation field) of the Area parameter of an objective evaluation criterion
Selectable
- in the Evaluation Criterion module,
- provided that the modifying user possesses the required rights
Details
- Areas are larger grouping elements for objective evaluation criteria in PLANTA Portfolio. Areas can e.g. be Investments, Projects, Real estates, Products, Stock, etc.
- They are created and edited in the form of listbox values in the Portfolio Listbox Values module.
DI057616 Group name
Name (incarnation field) of the Group parameter of an objective evaluation criterion
Selectable
- in the Evaluation Criterion module,
- provided that the modifying user possesses the required rights
Details
- Areas are smaller grouping elements for objective evaluation criteria in PLANTA portfolio. In turn, they (the groups) are summarized to larger units, so called Areas.
- They are created and edited in the form of listbox values in the Portfolio Listbox Values module.