Objective Evaluation Criteria MOD0099FA

Access

Portfolio Management → Administration → Portfolio Mater Data → Objective Evaluation Criteria

Information

Details

The evaluation criteria created here can be used to evaluate objective contributions of the required planning object.
- For this purpose, you have to select the respective objective evaluation criterion area from the Area listbox under Evaluation criteria in the core data module (Project Core Data, Proposal Core Data) of the required planning object.

Create and Weight Objective Evaluation Criteria

Procedure

Select an area
- Insert a blank line by clicking on the Insert area button or by right-clicking on the area header and selecting the Insert → Area command.
- Select the required area from the listbox in the Area field.
  - If objective evaluation criteria have already been created for a particular area, this area is no longer offered in the listbox when another area is selected.
  - New areas are created or edited in the Portfolio Listbox Values module.
Select a group
- Insert a blank line by clicking on the Insert group button or by right-clicking on the area header and selecting the Insert → Group command.
- Select the required listbox category from the listbox in the Group field.
Insert evaluation criterion
- Insert a blank line by clicking on the Insert evaluation criterion button or by right-clicking on the area header and selecting the Insert → Insert evaluation criterion command.
- Enter a criterion name.
- Save.
  - The ID will be generated automatically.
- Weight the criterion in the Weighting field.
- You can release the evaluation criterion by activating the checkbox in the Released field.
- Only the released objective evaluation criteria are considered when the objective contribution is evaluated.

Caution

Areas and groups are grouping objects. As long as no evaluation criterion is assigned to them, they will be removed from the display in the module.

Procedure

You can edit the data of any criterion directly in the criterion record in the Objective Evaluation Criteria module or in the form of a data sheet in an extra module.
- To do so, click on the ID of the criterion in order to switch to the Evaluation Criterion module.

Information

Procedure

Open the context menu on the required evaluation criterion and select Create subordinate evaluation criterion.
Fill the required parameter.
Save.

Note

Alternatively, you can structure the required criteria by pressing SHIFT + clicking and holding down the left mouse button.

Procedure

Mark the evaluation criterion to be deleted and click on the Delete button in the toolbar.
Confirm the Do you really wish to delete this criterion (with subcriteria)? message with Yes.
- The evaluation criterion is also deleted from all ideas, proposals, and projects to which it was assigned.

Procedure

Click on the Reset objective contributions button.
Confirm the Objective contributions of all projects are reset. Proceed? dialog message with Yes.
Confirm the Caution: Objective contributions are cleared. Proceed? dialog message with Yes.
The values of the Criterion contribution, Fixed objective contribution, and Current objective contribution are usually reset to "" or 0 in all planning objects in question.
- The criteria that have been created previously are assigned to the corresponding ideas, proposals, and projects and reset to "", or 0, as well.

Procedure

Click on the Refresh objective contributions button.
Newly created objective evaluation criteria are inserted in all planning objects concerned. Additionally, the Current objective contribution and Fixed objective contribution values are recalculated in all planning objects in question. This might be necessary, for example, after a weighting has been changed.